Keep native deal values and documented conversion assumptions separate in a consolidated forecast. The download provides a specific review process. It does not make decisions or act in an account.
Download the free skill
One complete Markdown file. No subscription, checkout or fabricated setup files.
Download SKILL.mdWhat to provide
Deal export, currency codes, approved exchange-rate table, rate dates and forecast definitions.
How it works
- Reject amounts lacking currency or stable deal ID. Keep native values unchanged.
- Join the approved rate for the stated valuation date; distinguish reporting and transaction rates.
- Calculate converted amount with documented rounding. Do not use a recalled current rate.
- Return native and converted totals, unconverted rows and rate sensitivity for review; never update CRM amounts.
The output
deal ID | native amount/currency | rate/source/date | reporting amount | rounding | unresolved
Worked fictional example
Fictional USD 100 at approved INR 80/USD yields INR 8,000. A second EUR 100 has no approved rate and stays unconverted, not zero.
Checks and limits
Preserve source versions and original values. Unknowns stay unknown. Use a qualified reviewer for regulated, legal or hiring decisions. No send, share, account change, schedule, ledger update or payment is authorized. No live account test is claimed.
More sales workflows · How-to guides
Method: reviewed source. Demand lead: GSC sales analytics ai agent skill9,report generation11. These are site-query cluster impressions and method evidence, not exact new-topic monthly search volume or a traffic promise. Checked October 2, 2026.