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Status Under review
Workspace Cloudability
Created by Guest
Created on May 9, 2025

Quick Currency Switch Button

Overview
Currently, users must navigate through multiple steps in the user preferences menu to change their preferred currency. This process is time-consuming and interrupts workflow, especially for users who frequently need to view data in different currencies. To improve usability and efficiency, I propose adding a “Quick Currency Switch” button directly on the dashboard or navigation pane.
Why This Feature is Useful
    •    Saves Time: Reduces the currency change process from 6-7 clicks to just 1, streamlining the user experience.
    •    Enhances Productivity: Users can instantly switch currencies without leaving their current workflow or losing context.
    •    Reduces Frustration: Frequent currency switchers (such as finance teams, international sales reps, and global managers) will no longer need to dig through settings repeatedly.
    •    Promotes Flexibility: Makes it easier to compare values and reports in different currencies on the fly.
Who Would Benefit
    •    Finance and Accounting Teams: Often need to view reports and dashboards in various currencies for analysis and reporting.
    •    Sales and Business Development: Teams working with international clients or deals can quickly adapt their view to match client preferences.
    •    Managers and Executives: Decision-makers who oversee global operations and require quick access to multi-currency data.
    •    Any User Working with International Data: Anyone who needs to see information in more than one currency will benefit from this streamlined process.
How It Should Work
    1.    Location: Add a currency switch button in a prominent and accessible place-either in the main dashboard header or the navigation pane.
    2.    Functionality:
    •    Clicking the button opens a dropdown with available currencies.
    •    The user selects their desired currency.
    •    The dashboard and all relevant data instantly refresh to reflect the new currency selection.
    •    The selection should persist for the session or until the user changes it again.
    3.    Optional Enhancement: Remember the last used currency for each user to further personalize the experience.

Idea priority High
  • Guest
    May 19, 2025

    This idea would really help our team