D
DIEGO MARCELO
Hi DashClicks Development Team,
I am reporting a currency issue inside the Deals module.
The business/account is intended to operate in GBP. The deal itself is also set to GBP, but the Deals pipeline/board still shows USD ($) in some sections and the deal value changes when I move the deal between stages.
Steps to reproduce:
  1. Go to Deals.
  2. Create or open a deal.
  3. Set the Deal Value to 899.
  4. Set the Currency field to GBP (£).
  5. Save the deal.
  6. Confirm that the deal details show Currency = GBP (£).
  7. Move the deal to another stage in the pipeline.
  8. Check the deal card, pipeline total, and deal value after the stage change.
Expected result:
The deal should remain in GBP and should continue displaying £899 across the deal details, deal card, pipeline board, and totals. Moving the deal between stages should not convert the amount or display USD.
Actual result:
Even though the deal is set to GBP (£), parts of the Deals pipeline still show USD ($). The value also changes from 899 to 1,087.79 after moving stages. This appears to be a GBP to USD conversion, because 1,087.79 / 899 = 1.21.
This creates a serious issue for our CRM and sales pipeline because the value shown to the business is no longer consistent with the original GBP deal value.
Please investigate whether:
  1. The Deals board or pipeline totals are using a legacy/default USD currency instead of the selected deal currency.
  2. The stage change is triggering an automatic currency conversion.
  3. Existing deals are not fully respecting the account/business currency setting.
  4. The deal card, deal detail view, board total, and exported data are using different currency sources.
  5. There is a known issue where non-payment-related Deals pages still display USD even when the deal/account is set to GBP.
Important details:
  • Business/account intended currency: GBP (£)
  • Deal Currency field: GBP (£)
  • Original Deal Value entered: 899
  • Value shown after issue: 1,087.79
  • Currency incorrectly displayed: USD ($)
  • Module affected: Deals / Pipeline / Deal Card / Stage movement
  • Issue occurs when moving a deal between stages
Attached evidence:
  • Screenshot showing Business/Profile currency set to GBP, if available
  • Screenshot showing the deal Currency field set to GBP (£)
  • Screenshot showing the pipeline/deal card still displaying USD ($)
  • Screenshot showing the value changed to 1,087.79
  • Screenshot or screen recording showing the value before and after moving the deal stage
Please confirm the root cause and advise how to force all Deals values, pipeline cards, totals, and exports to store and display GBP only.
Thank you.