Product Suggestions
Currently the opportunity value is shown in the home currency. However a customer who quotes in multiple currencies would find it useful to show the opportunity value in the currency of the prospect/customer rather than the home currency.
Probably have the ability to enter in any currency, choosing the currency you want. And then translate that at current exchange rates into a base value that can be added up in a report (as you cannot add up dollars and yen)
Note: Other customers have asked to be able to specify a one-off value and a recurring annual value for an opportunity. I.e. 10k for a coffee machine AND/OR 2k per annum in coffee supplies.
Can you look at developing the option to have recurring values at different time points for an opportunity. We sell component parts and regularly have a single opportunity with the value split over several drops to the customer over the course of a year. Our only option is to create multiple separate opportunities so that the income appears in the correct monthly pipeline/forecast.
This will help accurate reporting
This is a very important requirement
Would really help for reporting
Be able to show the opportunity in the quoted currency is essential to track the pipeline information accurately.
I would welcome this change
This will allow more accurate reporting; a useful tool.
This would be very helpful with forecasting sales in different countries
we quote often in Dollars but it would be nice to summarise in £ in prospectsoft using the sharepoint exchange rates.
This idea would be great