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Environment Currency and Goal Metrics

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Posted on by viet561995

85

Hello Gurus,

I have some question about the Goal and Goal metrics, hopes to receive some insight

1. Changing Environment Currency:

We initially set the environment default to Vietnamese Dong (VND). Is there any way to switch it to US Dollars (USD) without creating a new environment?

2. Setting Goal Metrics in VND to Track in USD:

My goals are in USD, but I because the environment default is VND. How can I input USD in the goal to track or I need to do the math outside with the conversion rate?

3. Future Goals in USD with Revenue Tracked in VND:

What happens when my future goals are in USD, but revenue is tracked in VND? Will it be tracked and change the number based on the conversion rate, or will it skip because different currency?

Looking forward to your expertise! 🤓

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Quotes / Orders / Invoices

Sales Goal Management

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Daivat 501 on at

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Environment Currency and Goal Metrics

Hello viet561995,

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak
viet561995 85 on at

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Environment Currency and Goal Metrics

Appreciated, thank you!
Daivat 501 on at

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Environment Currency and Goal Metrics

Hello viet561995,

1. Changing Base/Environment Currency: The base language and currency can't be changed once the environment is initialize.

2. Setting up Goal Metrics: The metrics only do sum/count action on the number field (can be a currency) so if you want to calculate the revenue in USD, you need additional code. (where you will calculate the metrics in VND and using automation convert in USD)

3. Future Goals and Revenue calculation: While setting up goals, use the base currency field (always in VND as per base/environment currency) so that even if you enter in USD, CAD, AUD or any other currency, the base will always be in VND based on exchange rate setup in the environment.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak

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