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CRM Multicompany Reporting Currency

crm_multicompany_reporting_currency folder_open OCA/crm open_in_new
Sales License: AGPL-3

This Module adds Amount in multicompany reporting currency to CRM Lead which can be used as a reporting tool. You can then compare Expected Revenue in company currency to amount in multicompany reporting currency. Multicompany reporting currency is installed from dependent https://github.com/OCA/sale-reporting/base_multicompany_reporting_currency module.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Shows each CRM opportunity's expected revenue converted into a single group-wide reporting currency, so teams working in different company currencies can compare pipeline values on one common scale.

This module adds a reporting amount to CRM opportunities (crm.lead). The reporting currency itself is not chosen here: it comes from the multicompany reporting currency setting provided by the base module, and every opportunity is linked to that currency automatically.

On each opportunity Odoo computes: - a conversion rate between the opportunity's company currency and the reporting currency, using the opportunity's creation date and company; - the expected revenue converted into the reporting currency.

Both values are stored, so they can be used in list views, grouping and reporting. If the company currency is already the reporting currency, the amount is simply the expected revenue.

Where it appears: - In the opportunities list view, a column "Total (Multicompany Reporting Currency)" is added after Expected Revenue, with a total at the bottom. It is hidden for records of type lead and shown for opportunities. - On the opportunity form, the same amount is displayed near the top, next to the main figures.

Business rule: when an administrator changes the multicompany reporting currency in the general settings, all existing opportunities (including archived ones) are updated to the new currency, so historical pipeline figures stay consistent with the new reporting currency.

Depends on

crmbase_multicompany_reporting_currency
Models and fields (2)
  • crm.lead · extends an existing modelcurrency_rate, multicompany_reporting_currency_id, amount_multicompany_reporting_currency
  • res.config.settings · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.