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Multi-currency in Scorecard

Note: Multi-currency must be enabled in Salesforce if you'd like to utilize this feature


Steps

1. Go to the Scorecard Settings tab
2. Mark the Multi-Currency Enabled checkbox as true
3. Click Save
4. Go to the Scorecard Builder tab
5. Click Profiles
6. Click into the profile where you want to set a specific currency
7. Choose the currency in the Select Your Currency field
8. Click Active Profile 


Notes

  • You are able to utilize different currencies by profile
  • This feature is always optional
  • Currency-based metrics will be converted to the currency that you select for the profile
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