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Home / Wiki / Workspace & Account

Set the workspace currency

Updated May 2026

You'll learn how to: Set the default currency for your workspace so deal values, forecasts, and dashboards show the right symbol.

Time: 30 seconds.

Prereqs: You're an Owner. Members can't change the workspace currency.

Steps

  1. Open Settings (gear icon, bottom-left).
  2. Click the Profile tab (or Account depending on workspace; some workspaces surface display preferences under a separate Display Settings section).
  3. Find the Currency setting.
  4. Pick from the dropdown: GBP / USD / EUR / CAD / AUD / etc.
  5. Save (some settings auto-save; check for an explicit Save button).

The new currency applies workspace-wide. Existing deal values keep their numeric value; only the displayed symbol changes.

What's affected

  • The deal-creation form's Value field shows the new symbol.
  • Existing deals continue to display with the workspace currency (the underlying number didn't change; just the symbol).
  • Pipeline forecasts, Reporting metrics, dashboards: all use workspace currency.
  • The win-rate / total-pipeline numbers on Revenue and Today: use workspace currency.

What's NOT affected

  • Per-deal currency overrides. If a specific deal has its own currency set, that deal still displays in its own currency. The workspace default is the fallback, not an enforced rule.
  • Historical reports already exported as CSV. Re-export to get the new symbol on previously-exported data.

Per-deal currency

The Create New Opportunity dialog has a currency field that defaults to the workspace currency but can be overridden per deal. Useful if you sell in multiple currencies (e.g. UK seller with US clients).

To change a single deal's currency after creation, open the deal canvas and look for the currency dropdown near the Value field.

Multi-currency display

Nynch doesn't currently auto-convert between currencies on dashboards. A workspace with a £-default plus a few $-denominated deals will show the dashboard total as "mixed" or in the workspace currency only, depending on dashboard config.

If you need consistent conversion, manually convert at deal-creation time using your bank's rate of the day, and re-evaluate quarterly.

If something goes wrong

  • Symptom: "Currency setting isn't there." → Fix: Workspace currency may be under a different section depending on your plan. Try Settings > Profile, Settings > Display Settings, or contact support if you can't find it.
  • Symptom: "I changed but existing deals still show the old symbol." → Fix: Refresh the page. The displayed currency uses the latest workspace setting, not the value-at-creation. If a specific deal stays in the old currency after refresh, it has a per-deal override; edit it on the deal canvas.
  • Symptom: "I changed currency and now my pipeline total looks wrong." → Fix: The number didn't change; the symbol did. A pipeline that was "$10,000" now shows "£10,000", which is correct from a value perspective but not from a conversion perspective. Manually update each deal's value if you want re-priced amounts.
  • Symptom: "I'm not an Owner and the setting is greyed out." → Fix: Ask an Owner to make the change. Workspace currency is owner-only.

Related: Settings, tab by tab | Create your first opportunity | Display settings.