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Morgan_Corbett
New Participant
December 15, 2016
Solved

RCE reports

  • December 15, 2016
  • 2 replies
  • 2767 views

Are opportunity numbers shown in USD?

Is there a way to insert custom fields into reports?

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Best answer by Lauren_Beth

Hi Morgan - yes and yes  Here is the instructions on how to add custom fields: Sync Custom Fields to the Revenue Explorer - Marketo Docs - Product Docs

2 replies

Jessica_Kao3
New Participant
December 15, 2016

Are you looking to report out on different currency.  I once had the opposite problem which was I had global revenue but the amount wasn't translated so the numbers were aggregating multiple currency.  Marketo will let you sync with 1 opportunity amount field in SFDC.  You have to call support if you want that to be switched from the default. 

Morgan_Corbett
New Participant
December 16, 2016

I want to report in USD only.

In Salesforce, we have many different currencies on different opportunities, depending on the billing country. I guess my question is around how Marketo processes that information. Does Marketo sync just the number amount, without taking the currency into consideration?

Lauren_Beth
Lauren_BethAccepted solution
New Participant
December 15, 2016

Hi Morgan - yes and yes  Here is the instructions on how to add custom fields: Sync Custom Fields to the Revenue Explorer - Marketo Docs - Product Docs

Morgan_Corbett
New Participant
December 16, 2016

Thank you! This is exactly what I was looking for!