Role
Company Admin (anyone with permission to manage metrics)
Plan
All plans
Prerequisites / who this applies to
You must be a Company Admin and able to open Manage → Metrics.
Step 1 – Open Metric management
In the bottom‑left corner of SalesScreen, click Manage.
In the menu that appears, click Metrics.
Step 2 – Choose the metric
On the Metric management page, find and click the metric you want to edit (for example the key metric Closed Won).
Step 3 – Set the currency
Go to Step 3. Formatting for that metric.
Under Format, select Currency.
Choose the desired currency (for example $, €, £).
Click Save.
Once saved, the selected currency is used everywhere this metric appears (dashboards, competitions, targets and other views).
What if this doesn’t work?
I don’t see Manage → Metrics
You probably don’t have Company Admin access. Ask a Company Admin to update the metric for you or adjust your access level.
I changed the currency but some views still show the old one
Check that you edited the correct metric (for example the main “Closed Won” metric and not a test/duplicate). Refresh the page or ask users to log out and back in if changes don’t appear immediately.
I need different currencies for different teams or regions
SalesScreen uses one currency setting per metric. If you need separate currencies, consider creating separate metrics per region (for example “Closed Won – US (USD)” and “Closed Won – EU (EUR)”) and using them in different dashboards/targets.