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Answered

Calculating ROI, Margin, Profit correctly

Marwa Rezk 3 years ago updated by Olaf Staszkiewicz 3 years ago 2

To get the Profit , Margin, and ROI ,XTRF uses both of Total Cost of the project (that supposed to be in EGP) & the Total Agreed (which may be USD, Euro, EGP, etc…).

To have the above numbers correct, one of the costs should be converted to have same currency.

Can you please advise, how it will be done?

Answer

Answer

Dear Marwa, 


both sides of Finance Card are actually converted to the Client's price profile currency. If it does not work,maybe you sholud check an Exchange Rate? If it's set to 1, no difference between currencies will be remarkable.


To do so, go to Configuration -> System Values -> Currencies -> Exchange Rate.

Answer

Dear Marwa, 


both sides of Finance Card are actually converted to the Client's price profile currency. If it does not work,maybe you sholud check an Exchange Rate? If it's set to 1, no difference between currencies will be remarkable.


To do so, go to Configuration -> System Values -> Currencies -> Exchange Rate.