Mixed-currency reporting

Read time: 4 minutes. Last updated: June 20, 2026 Who it's for: Merchants who quote in more than one currency and want to understand how QuotWay rolls those quotes up into a single, reliable reporting total.

If you quote European buyers in EUR, UK buyers in GBP, and Canadian buyers in CAD, your pipeline is a mix of currencies. Adding those raw amounts together would be meaningless. QuotWay solves this by converting every quote to your shop's base currency for reporting, so your dashboard and Analytics totals are always in one currency you can read at a glance. This article explains how that conversion happens and why your reports stay accurate.

What is the base currency?

Your base currency is the currency your Shopify store is set up in - the one your products, orders, and payouts are denominated in. QuotWay uses it as the common denominator for every value it reports. No matter what currency a quote was created in, its contribution to pipeline value, accepted value, and the other money KPIs is expressed in your base currency.

How does QuotWay convert across currencies?

QuotWay doesn't apply a live, fluctuating rate at the moment you open a report. Instead, it captures an exchange-rate snapshot when the quote is created, then stores a base-currency total on the quote itself:

When a buyer requests a quote in their currency, QuotWay reads the contextual price for that market from Shopify Markets.
From that, it records the exchange rate used and computes a base-currency total for the quote.
That base-currency total is saved on the quote and recomputed whenever the proposal changes (for example, after a counter-offer or a discount).

Because every quote carries its own base-currency total, reporting is just a sum: QuotWay adds the base-currency totals across all your quotes, regardless of the currency each was negotiated in. A pipeline holding EUR, GBP, and CAD quotes aggregates correctly into one base-currency figure.

Why use a snapshot instead of today's rate?

Using the rate captured at intake keeps your reporting stable and faithful to the deal. A quote reflects the economics at the time it was made; re-converting it at today's rate every time you open a report would make historical numbers drift as exchange rates move. The snapshot means a quarter you reviewed last week reads the same this week, and accepted value matches what the buyer actually agreed to.

It also means QuotWay and the buyer stay in sync: the buyer sees and accepts a price in their own currency, while your reports reflect the equivalent base-currency value frozen at that moment.

What if a rate couldn't be captured?

If Shopify Markets can't return a contextual price for a market at intake - for example, the market isn't configured - QuotWay falls back to treating the quote in your base currency rather than guessing a rate. The quote still counts in your totals; it just isn't converted from a foreign currency it never carried.

Where do these totals show up?

The base-currency totals drive every value-based metric:

Pipeline value and accepted value on the dashboard.
The same KPIs on the Analytics page, including any custom date range.
The CSV export (Professional and above), so the figures you analyze outside the app match what you see inside it.

For how those KPIs and the export work, see The analytics dashboard and its KPIs.

Quoting in the buyer's currency - how QuotWay shows and negotiates prices in the buyer's currency.
The analytics dashboard and its KPIs - the metrics these base-currency totals feed.
Plans, billing & quote limits - multi-currency quoting and analytics by plan.