HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to set a preferred currency for deal stage amounts in board view in HubSpot

Here is how to set a preferred currency for deal stage amounts in board view in hubspot

  1. First click on "CRM" in the left sidebar menu
  2. Then click on "Deals" in the CRM section
  3. Hover over the amounts of a deal at the bottom of the board
  4. Next click on "View in your preferred currency" link in the deal details
  5. In the right panel, click on the currency dropdown menu
  6. Select the currency you want to use for viewing deal stage amounts from the currency dropdown list
  7. Finally click "Save" button in the currency preferences modal to apply the changes

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Why should you set a preferred currency for deal stage amounts in board view in HubSpot

HubSpot is a dynamic platform designed to streamline marketing, sales, and service processes to enhance business growth.

The ability to set a preferred currency for deal stage amounts in board view significantly enhances financial transparency and decision-making efficiency.

This feature empowers businesses by allowing them to monitor deal progress clearly and consistently in their preferred monetary measurement.

It fosters accurate financial forecasting and offers greater insight into revenue streams, tailoring the sales pipeline experience to individual business preferences.

Last update
February 6, 2026
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