Its me with another formula field question, I need to create properties that calculate the number of days a deal is in each quarter. So our projects can last anywhere from 1 month to a year or more, so we would like to calculate how many days a project spends in each quarter. For example if a project starts on Feb.1 and ends June 1 how amny days in Q1 did we receive revenue and in Q2. I was succesfull at creating a formula that captures the days for Q1 2024 but I'm running into problems when trying to create Q2 and so on. I've attached the screenshot of both the Q1 formula that works and the Q2 formula that does not bring the correct results. I need to create these fields for all 4 quarters for 2024, 2025,2026.
Here's a formula that should work with the assistance of ChatGPT. I did some testing, and it seems to be working. That said, be sure to extensively test with your data.
You'll create a property for each quarter with this general formula:
Here's a formula that should work with the assistance of ChatGPT. I did some testing, and it seems to be working. That said, be sure to extensively test with your data.
You'll create a property for each quarter with this general formula:
Hey @CClark3! Thanks for this post. It looks like you have put in a lot of work for this set up.
Like @Jnix284 mentioned in this thread, we could use AI assistance with this question for some ideas. Check out what Hub Helper Harry, a chatGPT trained on HubSpot, suggests:
To solve the problem of calculating how many days a project spends in each quarter, let's break it down step by step. Since you're working with HubSpot's custom properties and formulas, the challenge lies in determining which days fall within the boundaries of each quarter.
### Steps for the Calculation:
1. **Define Quarter Boundaries**: - **Q1**: January 1 to March 31 - **Q2**: April 1 to June 30 - **Q3**: July 1 to September 30 - **Q4**: October 1 to December 31
2. **Determine the Days in Each Quarter**: - For each project, you have a start date and an end date. You want to calculate how many days of the project fall within each quarter. The formula needs to compare the project dates with the quarter boundaries.
### Formula Logic Example:
#### For Q1: ```javascript IF(AND(StartDate <= DATE(2024,3,31), EndDate >= DATE(2024,1,1)), MIN(DAYS(DATE(2024,3,31), StartDate), DAYS(EndDate, DATE(2024,1,1))), 0) ``` This formula checks if the project overlaps with Q1 and calculates the number of days it falls within that quarter.
#### For Q2: ```javascript IF(AND(StartDate <= DATE(2024,6,30), EndDate >= DATE(2024,4,1)), MIN(DAYS(DATE(2024,6,30), StartDate), DAYS(EndDate, DATE(2024,4,1))), 0) ``` This formula follows the same structure for Q2, adjusting the boundary dates.
#### Repeat for Q3 and Q4 with appropriate dates.
### Adjusting for Projects that Span Multiple Quarters: - If the project spans multiple quarters, each formula needs to handle the transition between quarters by limiting the number of days to the quarter boundaries.
By using formulas like these in custom properties, you can calculate the exact number of days a deal (project) spends in each quarter based on its start and end dates.