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.
- Create a custom number field on User (Demo's Completed This Month)
- Navigate to Rollup Helper and Step 1 select User
- Rollup Step 2 select the field you created (Demo's Completed This Month)
- Rollup Step 3:
5. Create a New Filter: (Step 3. Specify Filter Criteria) Subject = Demo, Status = Completed, Last Modified Date = This Month