Planning Currency
Manage your plans in a multi-currency environment.
Our planning models enables teams to plan in their local currencies and automatically tracks opportunity, account, and territory level currencies.
Flexible, multi-currency planning
Plan your budgets, forecasts, and targets within local, opportunity, account, and territory level currencies.
Multi-Currency
Take advantage of the various currencies you have setup in your CRM, whether it be at the Opportunity, Account, or Territory level. Summarize all your planning data within your Corporate (Reporting) currency. Any currency enabled can be used in planning.
Advanced Currency Management
With this feature, you are able to manage dated-exchange rates, whereby you can specify a time period and the corresponding rates.
Parenthetical Currency Conversion
Display converted currency amounts in parentheses where local currency is different from the Corporate (Reporting) currency.
