Applies to: Admins, Managers
This guide will walk you through how to utilize the multi-currency metrics in Endear dashboards.
Overview
Navigate to Insights, then Dashboards.
Select Add Chart or Edit an existing chart.
Select a monetary measure (e.g. Total Value of Message Conversions, Average Order Value)
Use the Currency selector to choose your preferred currency or set it to Team default to dynamically change depending on the viewer.
Save your chart.
Which Charts Support Multi-Currency?
Multi-currency is available in the following chart types:
Purchases & Purchased Items
Messages
Campaigns
Conversions
Conversations
Fields That Support Multi-Currency
Any monetary field supports multi-currency selection. Some examples of these fields include:
Total Value of Message Conversions (shown below)
Attributable Value of Message Conversions
Various monetary fields in the Conversions chart
How Currency Selection Works
By default, charts will display in your team's default currency
When creating a dashboard, you can select from available currencies using the dropdown
You can also select "Team Default" which will automatically adjust the currency based on which team is viewing the chart
Team Default Currency Behavior
When creating dashboards for teams with different currencies, utilize the Team Default value. This will dynamically change the dashboard to show values in the corresponding team's currency.
Example
When viewing a chart for a London-based team, monetary values of the dashboard will appear in GBP by default
The same chart, when viewed from a Boston-based team, will display in USD
This automatic adjustment happens because the dashboard is set to the currency setting "Team Default"
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