# Multicurrency Conversion

MetricsCube application provides complete support for all currencies configured in your WHMCS. The data presented in reports and other parts of the system is recalculated based on the current exchange rate or the transaction date rate, and displayed dynamically on the dashboard.

# Currency Settings

When you have more than one WHMCS application connected to your MetricsCube account, the default currencies of each WHMCS system may differ. To compare the data effectively, you can define a default currency for your account. To set this up, go to Settings → My Account and find the Default Currency setting. Choose the currency in which the final data should be displayed in your MetricsCube. This setting is primarily used for reports that display aggregated data, considering all connected WHMCS systems.

Reports presenting data for a single WHMCS application will display data in the currency used by the end-client (without recalculations) or in the currently configured currency in Settings → My Applications. The method used depends on the specific report. See details below.

# Dashboard

  • Recent Activity widgets - data displayed in currency defined in Settings → My Account (marked in green on the screen)
  • Income Widget:
    • Main data - Displayed in currency defined in Settings → My Account (marked in green on the screen)
    • Single items - Data displayed in the currency used by the end-client (marked in red)*
  • Activity Feed - Data displayed in the currency used by the end-client (marked in red)

# Financial Reports

Data displayed in all the reports from the "Financial Reports" group are presented in the end clients' currencies.

# Single Reports

All reports from Billing, Subscriptions, Retention, Churn, Renewals, Services, Domains, Customers, Support, and Other categories are displayed in the default currency of their applications. For example, if the default currency is set to Euro in Settings → My Applications → Application Settings → Default Currency, the data in these reports will be displayed in Euro. The end-clients' currencies will be recalculated to Euro in this case.

The currency defined in My Account is not taken into consideration for these reports.

# Segmentation: Customers

Data gathered in this section is always displayed in the currency of your account, configured under Settings → My Account. Even if your application's default currency is, for example, Euro, but your account's default currency is set to USD, the data in Segmentation: Customers will be recalculated to USD. This makes it extremely easy to compare data between all your applications connected to your MetricsCube account, calculate the total income, and so on.

Example:
The Customer By Income report displays data on MRR and Income in their dedicated columns:

  • The MRR value:
    - If the account and application default currencies are the same, the MRR value is calculated based on the date of the payment.
    - When the default currencies differ (e.g., account currency is USD and application currency is EUR), the MRR value will be displayed in USD (the account default currency) at the current exchange rate.
  • The Income value is calculated based on the exchange rate from the date of payment for each transaction.

# Customer Segmentation: Recently Ordered

The displayed in the Ordered Value column data is nothing else but the value of the order placed in WHMCS application recalculated at the current exchange rate.

# Segmentation: Services

Data gathered in this section is always displayed in the currency of your account, configured under Settings → My Account. Even if your application's default currency is, for example, Euro, but your account's default currency is set to USD, the data in Segmentation: Services will be recalculated to USD. Just like in case of Customer Segmentation described above.

Displayed and recalculated values include for example: Billing, MRR and Income.

  • Billing - Value of the Recurring Amount of the service taken from the WHMCS application, recalculated to the account default currency at the current exchange rate.
  • The MRR value:
    - If the account and application default currencies are the same, the MRR value is calculated based on the date of the payment.
    - When the default currencies differ (e.g., account currency is USD and application currency is EUR), the MRR value will be displayed in USD (the account default currency) at the current exchange rate.
  • Income - Calculated based on the exchange rate from the date of payment for each transaction.

# Service Segmentation: Recently Ordered

The displayed in the Ordered Value column data is nothing else but the value of the order placed in WHMCS application recalculated at the current exchange rate.

# Activity Log

Data in the Activity Log section are displayed in the currencies used by the end-clients in your WHMCS application.

# Email Summaries

Data in the Email Summaries section are displayed in the currencies defined in Settings → My Application for each connected application.

# Client Profile Widget in MetricsCube

The Client Profile widget includes information on client income (Customer MRR, paid/unpaid invoices, total income) and user activity. These data are recalculated as follows:

  • Income section (marked in green): Data is displayed in the default currency defined in Settings → My Account.
  • User Activity section (marked in red): Data is displayed in the currency used by the end-client in the WHMCS application.

# Product/Service Widget in WHMCS

Data displayed in the product/service widget in WHMCS are shown in the default WHMCS application currency:

  • Service MRR - MRR value in the WHMCS application currency.
  • Service Income: Service income in the WHMCS application currency, consistent with the payment date of the transaction; setup fees are not included.