Hi,

We have sales depts in US, UK and Euro - using the appropriate currency. The base currency of our system is $.

The currency conversion rates were set a while back but never updated as reports are run against the county teams using their currencies.

However, Some folks have started using the opportunities/pipeline dashlets which has raise an immediate issue and a further more complex one.

The immediate bug is that the total pipeline value figure is the dollar amount - as converted from the local currency. However, the total value is preceded with the local currency symbol. E.g.

A pipeline of £8000 has the dashlet total field showing as £13000 (it's actually £8000 = $13000 rounded)

So that's one issue to deal with - either display $ in the total value (which is a pain for a UK salesman selling in the UK) or reconvert it back to £.


Now for the further complication. Seeing this, I decided to update the currency conversion rates. I did this and suddenly the UK opportunity values in the list and detail views were adjusted to new values assuming the $-amount was the basis! However, if I edited the opportunity again, the field went back to the previous value. This seems very odd. I can understand needing to keep the company's totals up to date in one currency but it's a mess for the sales guys if we were to do this.

In the end, I set the currency values back to the previous values.

Any ideas on the best way to deal with this?

thanks