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I was talking to Gainsight Support and they advised me that when you update the currency rate in the Currency Management, that it updates everything in Gainsight. This is a problem because currency rates change on a regular basis and it’s going to skew our data. It makes my job harder and will need to find a work around in my Dynamics CRM. I cannot have my historical financial data change because of the adjustment to the currency conversion rate. 

A few suggestions:

  • Add history for the currency conversions - gives us an overview of when the rates have changed 
  • Ability to only update the currency conversion rate when it’s been updated (e.g. conversion rate updated on July 1 - anything after July 1 will reflect the new rates)  

This is a big impact on my organization because we deal with multiple currency and need our financials to be converted to a specific one. 

 

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