Convert currency

The Sales IQ data model assumes that all customers transact in a single currency. If your data uses multiple currencies, you must normalize the data to a single currency.

To view the currencies your customers use in transactions, go to the Sales IQ Customers worksheet and navigate to the cells under the Customer Currency calculated column. Depending on your user permissions, the worksheet will resemble the following image.

To edit the Customer Currency column’s rules:

1. Select Column and KPI Settings. This displays the Column and KPI Settings sidebar.
2. Go to the Column tab and select the Customer Currency card.
3. In the Column definition text box, edit the calculation as desired.
   
4. Select Save.

To learn more about editing KPI cards, read Manage KPI cards.

Manage conversions

To manage currency conversions, go to the Currency Conversion worksheet. Depending on your user permissions, the worksheet will resemble the following image.

Each currency has the following attributes:

• Currency—Unique ID for the currency. This attribute must match one the values under the Customer Currency column in the Sales IQ Customers worksheet.
• Conversion Rate—The 1/n quotient between the currency defined in the Customer Currency column’s settings and the current currency.

To add a currency:

1. Go to the top-right corner and select Add.
2. Complete all required fields.
3. Select Save.