Hi comunity,
we have a costumer working on several countries with multicurrency opportunities.
We need to setup sales pipeline in the primary currency of the application, the default sales pipeline is mixing the diferent currencies as it uses the amount and not the primary amount opportunity field.
Any ideas on the best way to go about achieving this?
Thanks,
Luis
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Dear Luis,
Sales pipeline dashboard use Budget field and it is not multicurrency field. Thus, if you change the value of the Base Currency setting, it will not convert the values in the pipeline. For your task, you can either build a dashboard based on an existing multicurrency field or create your own multicurrency field (the instructions: https://academy.creatio.com/documents/technic-sdk/7-16/how-add-multi-cu…) and track the pipeline by it.
Best regards,
Angela
Hi Angela,
Thanks for quick reply, I was not clear enough. I've allready create a multicurrency amount field that is getting calculated based on opportunity amount. The question is more on how to build a dashboard with a pipeline widget based on another column besides the forecast column (in this case the primaryAmount)
Thanks,
Luis
Luis Tinoco Azevedo,
You can use this article to modify it:
https://academy.creatio.com/documents/technic-sdk/7-16/how-modify-sales…
Best regards,
Angela