Overview
We’ve added additional support for our customers with international teams by adding multi-currency options for individual Users, Forecasts & Targets, Filters and Reports. Previous behavior allowed amounts to be entered in any enabled currency but all visualizations and reports used values converted into the system Base Currency.
User Currency Setting
Each user can now select their preferred currency in their User Settings>Preferences ⤵
Default Currency
This option is by default set to the system Base Currency, but the user can choose any enabled currency in their space. All values displayed will be converted to the selected currency so, in effect, this setting overrides the Base Currency for the individual user.
Currency Formatting
You can select from three options which determine how individual currency values will be displayed - for example, Opportunity Value in a list of Opportunities
Converted Value - this is the default option. All currency values will be displayed to the User converted to their selected currency. For example, all values would display in £ regardless of the actual currency that the value was entered in.
Record Value - All currency values will be displayed to the User as the originally selected currency. For example, one Opportunity value might display in £ whereas another might display in $
Record Value (Converted Value) - currency values will display as the originally selected currency with the value converted to the User’s selected Default Currency also displayed in brackets.
The User can also choose whether to see Currency Symbols or Currency Codes (this latter option can be very useful if using multiple currencies with the same Currency Symbol).
Forecast & Target
The user creating the Forecast or Target can choose which currency to use. All currency values will then be converted to this selected currency. Note that these settings cannot be changed after forecast is created/target is activated ⤵
Reports
If more than one currency is enabled in your Pipeliner space, users will see an additional Currency sub-tab under the main View tab. The user can select from any enabled currency. Each report can use a different currency and the setting can be changed at any time ⤵
In the report, each Multi-currency field in Pipeliner will show the original value and currency that was entered. A “sibling” field named [Field Name] (Converted) will also be available for selection as a report column. This field will display the original value converted to the selected Report Currency ⤵
Filters
If there is more than 1 currency available, the user will be able to set the currency for every Multi-currency field used in any filter. If a profile is shared, every user will see the same set currency. This can be changed at any time ⤵