Know your pipeline’s real value, in every currency you sell in.
Capture expected revenue in each opportunity’s native deal currency, convert it with a transparent rate policy, and roll it up to company and group currency — with a full audit trail sales, finance, and leadership can all trust.
The problem
Your reps sell in USD, EUR, GBP, and JPY, but the CRM pipeline only understands one currency. Expected revenue gets forced into the company currency by hand, entered inconsistently, or silently summed as if a Euro and a Dollar were the same unit — so the forecast you present to leadership is a guess, not a number anyone can defend.
The solution
Every opportunity carries its own deal currency and converts automatically to company currency under a policy you choose — the rate of the day, a rate locked at a date, or a governed manual override. Every conversion is logged, every figure reconciles, and the whole pipeline reports in one consistent currency you can stand behind.
Everything you need to trust your pipeline
Every capability below is implemented in the module.
Native deal currency on every opportunity
Enter expected and recurring revenue in the customer’s own currency, with automatic conversion to your company currency shown right on the form — no manual FX math for reps.
Three explicit rate policies
Choose Rate of the Day for a daily refreshed conversion, Locked at Date to freeze the rate at a chosen point, or Custom Rate for a governed manual override with a required reason — so everyone knows exactly which rate applies and why.
Full rate-change audit log
Every rate change, policy switch, and manual override is written to a dedicated audit log with who, when, old rate, and new rate — reachable from a smart button on every opportunity.
Inline conversion transparency
Each opportunity shows the exact rate used and its date directly on the form, so the converted figure is never a black box — reps and finance see the same math.
FX revaluation and variance
See expected revenue at today’s live rate alongside the stored conversion, with the variance between them calculated automatically — surfacing exactly how much of your forecast is exposed to currency movement.
Optional group / IFRS reporting currency
Turn on a group reporting currency in CRM Settings to consolidate pipeline value at the parent level, without the heavy setup project a dedicated IFRS module demands.
Bulk currency and rate assignment
Mass-update deal currency or rate policy across existing opportunities from the list view in one action, so adopting the module on a live pipeline takes minutes, not a record-by-record edit.
Multi-currency pipeline reporting
A dedicated reporting menu breaks the pipeline down by deal currency across list, pivot, and graph views, with the converted figure identical wherever you look.
Recurring revenue conversion
Recurring (MRR-style) expected revenue is converted with the same rate policy as one-time revenue, so subscription pipelines report correctly alongside standard deals.
How it works
Set the deal currency
Pick the opportunity’s native currency the moment you create it — the one the customer actually negotiates in.
Choose a rate policy
Let the daily rate keep the deal current, lock the rate at a specific date, or set a custom rate with a logged reason.
Track and audit
Every conversion and override lands in the rate-change log, and FX variance shows how today’s rate compares to what was recorded.
Report with confidence
Review the consolidated pipeline by deal currency, company currency, or optional group currency — one trustworthy number for every audience.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
It uses Odoo’s built-in currency rate tables — the same rates you already maintain or update via Odoo’s standard rate providers. There is no external feed to configure.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
CRM Pipeline with Multi-Currency Expected Revenue
A native deal currency on every opportunity, converted to company and optional group currency under explicit rate policies — with a rate-change audit log, FX variance and multi-currency pipeline reporting.
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