Forecasting with multi-currency enabled allows users to input their forecast in their currency.
🚨 Prerequisite 🚨
Before getting started you'll need to contact support and request forecasting multi-currency be enabled for your instance.
Setting up Multi-Forecast Submission (Admin Only)
Team Currency Settings
Go to Settings > Currency Settings
Set Corporate Currency: By default, the Corporate Currency is blank. Set the Corporate Currency to your team’s currency, save the setting. This initial step will initialize any existing forecasts with corporate currency as the default.
User Currency Settings
Each user’s own currency can be set via the User settings currency field.
When forecasting, the users can visualize and input a forecast in the currency specified in their user settings.
Go to Settings > Users
Select a User
Select desired user currency from Currency dropdown menu, then click Save.
Load forecasting & verify that the set currency shows up
If you run into issues, please contact support.
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