---
schema_version: "1"
id: cfae701adfd4551cdc1910fd42477135f86b3aed5bb2cd57c19b3d3307ec077e
title: Add Currency Conversion Rates to Reports in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_report_currency_rate.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_report_currency_rate.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 62f37c0547785456a33b18004b58e468fadea9ad9bcc4ff4d987f54087ed70d5
description: To show currency conversion rates in a report in Salesforce Spiff, create a calculation that shows the conversion. Make sure that you know the exact conversion rate, typically from your company's currency to another specific currency. You can include the calculation in a reporting field or visible field for statements and reports.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add Currency Conversion Rates to Reports in Salesforce Spiff

To show currency conversion rates in a report in Salesforce Spiff, create a calculation that shows the conversion. Make sure that you know the exact conversion rate, typically from your company's currency to another specific currency. You can include the calculation in a reporting field or visible field for statements and reports.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d86055e76">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d86055e76 ">To create a calculated field and add it to a report:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d86055e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with these permissions turned on.</p>
              <ul>
                <li>Designer Configuration: Manage</li>

                <li>Custom Reports: Edit</li>

                <li>Statements: Recalculate</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. Create a calculated field, ConversionRate, that uses the `convert_currency()` function that returns a conversion rate.
    
    By creating a calculated field instead of a worksheet calculation, you can add a column to the filter for any payout rule that calculates commission for deals.
    
    ```
    =convert_currency(conversion_direction, destination_currency, currency_iso_code, effective_date)
    ```
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <tbody><tr class="">
            <th style="vertical-align:top;" headers="d86055e146-option" id="d86055e150"><var>conversion_direction</var></th>

            <td style="vertical-align:top;" headers="d86055e146-desc d86055e150">An integer that specifies the direction for converting the currency.
              <ul>
                <li>To convert from <var>destination_currency</var> to <var>source_currency</var>, use <kbd>1</kbd>.</li>

                <li>To convert from <var>source_currency</var> to <var>destination_currency</var>, use <kbd>-1</kbd>.</li>

              </ul>

            </td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d86055e146-option" id="d86055e187"><var>destination_currency</var></th>

            <td style="vertical-align:top;" headers="d86055e146-desc d86055e187">The ISO code of the currency to convert to.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d86055e146-option" id="d86055e197"><var>source_currency</var></th>

            <td style="vertical-align:top;" headers="d86055e146-desc d86055e197">The ISO code the currency to convert.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d86055e146-option" id="d86055e207"><var>effective_date</var></th>

            <td style="vertical-align:top;" headers="d86055e146-desc d86055e207">The date that the currency rate is effective, typically CloseDate, <code>statement_period.start_date</code>, or <code>statement_period.end_date</code>.</td>

          </tr>
        </tbody></table>
    
    For example, convert from CompanyCurrency to DealCurrency on the CloseDate.
    
    ```
    =convert_currency(1, CompanyCurrency, DealCurrency, CloseDate)
    ```
2. Include the calculation in a reporting field or statement field in a payout rule.
    1. To show the field in a report or statement, create a reporting field calculation or add the field name to another field.
    2. Recalculate statements so the data is included in the report database.
    3. From the right panel in Designer, change the display format to Currency so that the value appears correctly.
3. Add the field to a report.
    1. Edit the report and search for the calculated field you created.
        
        See [Create and Customize a Custom Table Report in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_report_table_create.htm&release=264.0.0&type=5 "After you create a table report in Salesforce Spiff, customize its display.").
    2. Add the field to the report.