Select a Presentation Currency for Pipeline Amounts

If your firm uses the Multicurrency feature in Vision, use the Pipeline Settings dialog box in the Dashboard area to select the currency in which you want to calculate and display pipeline amounts. iAccess converts all pipeline amounts for the included opportunities to the selected presentation currency based on the currency configuration and current exchange rate information in Vision and updates the Pipeline chart.

To select the currency you want to use for pipeline revenue amounts on the Pipeline chart, complete the following steps:

1. Click to go to the Dashboard area.
2. Click above the upper-right corner of the Pipeline chart.
3. In CURRENCY, click and select the presentation currency.

   The drop-down list contains all currencies that are enabled in Vision for your firm. If you use the Multicompany feature in Vision, it contains all currencies for all companies.

4. Click Save.

   Result: iAccess updates the Pipeline chart to display pipeline amounts in the selected currency.