Goal Setting with two different currencies - How do you do it?

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Posted on by mlushlum

Hi All,

Need help setting up the goals for the team. Here is the brief

We have two currencies - base currency ( Ksh - Kenya Shillings) and other currency is USD ( US Dollars). An opportunity can be in any currency depending on the client's desire , region (in or outside of Kenya) or on sales person's desire for ease of internal reporting.

4062.Screenshot-_2800_19_29005F00_LI.jpg

When creating goals, it is understood that the reporting can only be on base currency ( Ksh in this case). The records show up correctly in whatever currency but on the final goal preview, the USD opportunities somehow have a lower reported value in Ksh. 2870.Screenshot-_2800_16_29005F00_LI.jpg

Sales person Goals in USD above

5584.Screenshot-_2800_17_29005F00_LI.jpg

Last line above is the goal for the same sales person: Notice from $300,000 to now Ksh 82.19 ( ideally should have been ~Ksh 33,000,000). Same applies to the other sales people whose opportunities are in USD ( hence the figures 201.60, 5.24). KSh opportunities reflect well.

Any pointers to what is wrong and how to correct will be appreciated.

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