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Tips, Tricks & Best Practices

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Solved

Kevin_Jorgensen on March 22, 2023

Need to calculate months since beginning of the year

For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through read more

Reply Analytics Tools Calendar Sales

1 upvote

2 Replies

Accepted Solution

jolle

Recognized Expert

March 22, 2023 17:14

Hey @Kevin_Jorgensen , thanks for reaching out! This is an interesting use case. It's not super fancy, but I'm wondering if you could create a...read more

Solved

JZajac on November 22, 2022

Sharing Leads

Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, but there are definitely some best practices we should implement. We go to market through independent resellers and manufac read more

Reply Analytics Tools

1 upvote

9 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 23, 2022 00:14

Hi @JZajac , 26 HubSpot portals for one business sound like a nightmare, to be honest. Not only is there a permanent risk of making changes in...read more

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