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            Select a Forecast Currency

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            Select a Forecast Currency

            If your company uses multiple currencies, select whether to use your corporate currency in forecasts, or to use each forecast manager’s personal currency.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To view the Forecasts Settings page:

            View Setup and Configuration

            AND

            View All Forecasts OR Allow Forecasting OR delegated forecast manager
            To edit the Forecasts Settings page: Customize Application

            Before you start, make sure that you’re working in Lightning Experience and that Salesforce Forecasting is turned on. Then review the information about using multiple currencies.

            1. Review the information in Multiple Currencies in Forecasts.
            2. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
            3. In the Select a Default Currency section, next to Forecast Currency, choose an option.
            4. Save your changes.

            See Also

             
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