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User Number of Demo's Completed this Month

Business Problem: 

As a Sales Manager, I need to monitor the number of demo's being completed each month by a Sales Rep.


Create a Count rollup on User with a filter for This Month.

  1. Create a custom number field on User (Demo's Completed This Month)
  2. Navigate to Rollup Helper and Step 1 select User
  3. Rollup Step 2 select the field you created (Demo's Completed This Month)
  4. Rollup Step 3:

     5.  Create a New Filter:  (Step 3. Specify Filter Criteria) Subject = Demo,  Status = Completed, Last Modified Date = This Month