Ahh. I see now. I digressed into thinking about MQLs at the Contact level again for a moment. My bad. Yes. Your logic around Company.MQL-date is flawless.
Seems like the Company-centric solution (without the date stamp) will only allow you to see specific monthly data for ‘This month’ and ‘Last month’. You’d either need to use your custom date stamp or use a custom filter for each specific target month since ‘Became a marketing qualified lead date’ is only a Contact property. UGG
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HubSpot Dashboard Report: Custom Date Range
Optionally, you could just have HubSpot auto-deliver that custom Company MQL report monthly and call it a day. That is, unless you needed the historical monthly data to appear on the report for your use case.
Should be good to go now.
Interesting use case. Interesting solution. Makes very good sense for account based marketing (ABM) reporting. As you said, syncing Lifecycle Stage auto-inflates the MQL numbers (for Contacts) when what we reeally need to see is how many COMPANIES (or Accounts in ABM terms) became MQLs during the period.
Nice.
-ps
Date of Step can be applied to Companies via a Company Workflow.
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HubSpot Company Workflow: Date of Step