💱 What is the base currency and how does it work?

The base currency that you select for your system drives the values that you see throughout Pipeliner.

🎯 Target values and sales step values display in the base currency:

🔆 Opportunity values entered in an enabled currency are dynamically displayed in the base currency:

🧮 Calculated fields always calculate using the base currency amount and display in the base currency:

Reports also use the base currency for values:

😟 What if I don’t forecast money values?

That’s OK - you can select the "XXX (No Currency)" and change your field labels to read Forecast (in Tonnes), for example, rather than Opportunity Value!

What’s Next?

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