There's a scheduled flow (and an action button) to refresh the values.
The flow collects the opportunties that fall into the target critiera, filtered by the close date being within the target dates and the stage.
Each record is looped through and collects the associated opportunity split data where the team member is the target sales person.
Each record increments a currency variable for either In Progress or Actual depending on the opportunity state. This works and the totals accumulate as I would expect.
However, testing with muti-currency opportunities, I've realised the values are not taking into consideration the conversion rate and are therefore accumulating incorrectly.
Does anyone know of a way to use the currency base rate rather than the opportunity currency amount?
E.g. Opportunity record is 100 GBP but the systems base currency is AUD.
I need to increment 180 AUD to the target record rather than 100 GBP.
Thanks in advance
2 answers
I've managed to sort this one so in case anyone has a similar issue I resolved it by incrementing with a conversion formula:
Opportunity spit increment loop. SplitAmount / currencyrate(opportunity split increment. CurrencyIsoCode)
As the sales performance record is always using the corporate currency, this works.
