YTD Revenue and Active Pipeline have no values in Account header screen.
Reproducing the Issue
- Go to the Customer Work Center
- Select the Accounts view
- Select and open any account
- You can see YTD Revenue and Active Pipeline fields are showing zero value in the Header section.
The Account’s opportunity facet have an expected/weighted value in currency XYZ. To show the cumulated value in the account header screen, a currency conversion is done to the target currency ABC. But as no exchange rates are maintained in the system, this currency conversion is failing.
Note: XYZ and ABC represent currencies.
Please maintain the exchange rates under "Administrator" work center using "Exchange Rate for Foreign Currencies".
Kindly follow the below steps:
- Go to the Administrator work center
- Go to the Common Tasks view
- Click on hyperlink 'Exchange Rate For Foreign Currencies'
- Click on Add Row
- Enter the Source Currency XYZ and Target Currency ABC
- You must enter the Bid, Middle and Ask rates
KBA , LOD-CRM-EMP , Employee , How To