User Number of Demos Completed this Month

Problem

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

Solution

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