Objective
The purpose of this article is to provide an overview to Outreach admin about the multi-currency support in Outreach for Pipeline Management & Forecasting.
Applies To
- Outreach Admin
Overview
Large enterprises, typically those with a global footprint, forecast and report on their opportunities with more than one currency (dollars, euros, yen, etc.)
This capability aims to enable managers & AEs of such enterprise customers to utilize Outreach Forecasting to be able to submit their forecast in their local currency. While different regions submit their sales forecast in their local currency the business leaders can review the forecasts rolled up in any of their preferred (or organization) currency.
Enabling Multi-Currency feature for your org
Once multi-currency is set up and in use by your team inside of Salesforce, please contact Outreach Technical Support to enable multi-currency in Outreach for your organization.
Outreach supports both basic & advanced currency management.
Currency conversion rates will be fetched from your Salesforce & can be viewed in Outreach under your Org Info.
Dated currency rates can be viewed by clicking on the currency.