Configuring Preferred Currency in the Pipeline Summary

Objective

Configuring the preferred currency in the Pipeline Summary.

Applies To

• Outreach Users

Before you begin

• All the charts on Pipeline Summary page will be converted to preferred currency and the Opportunity list pop-up associated with a chart
• Conversion rates are determined by the the close date field on each Opportunity is considered for the dated conversion rates setup in your SFDC.

Procedure

Once multi-currency feature is enabled for your org, you will see the currency dropdown on the top right as shown below

By default, user preferred currency will be selected.

Switching Currency

1. Select an active currency in the dropdown. Active currencies are configured by your admin.
   
   

Once a new currency is selected, all charts will be converted to the new currency as per the dated conversion rates defined in your SFDC.