May 1, 2019 8:20 PM
What is the best way to create an MQL report that reports on the number of companies that became an MQL this month would be?
I am running into the issue that we have 20+ contacts from one company and when the lifecycle stage syncs for all it's skewing my individual MQL numbers.
Thanks in advance,
Solved! Go to Solution.
May 7, 2019 1:19 PM
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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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.
Date of Step can be applied to Companies via a Company Workflow.
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