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First sales of the fiscal year

edited Jul 4, 2025 12:58PM in Ask A Guru 6 comments

Good morning

I hope you are well. I'm having a bit of a trouble with a saved search.

I have been asked to find a list of customers whose first sale of this fiscal year was March 2025.

I've tried the below but this doesn't quite get what I need as it's showing customers who have been buying all year. I need to screen these out and only see those whose first sale is after March 1st.

Anyone know how to do this? I know it must have something to do with min/max date formulas, but I can't quite think of the next step.

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