I have a metrics sheet and the RE Execution Request sheet and have attempted many versions of this formula for the highlighted cell:
=COUNTIFS({HEOR Research Execution Request Form Range 4}, AND(IFERROR(MONTH,0) = 8, IFERROR(YEAR,0) = 2021, {HEOR Research Execution Request Form Range 1}@cell = "Prospective Research Agreement",{HEOR Research Execution Request Form Range 2}@cell = "New")