Tags

template finance sales
11 Jul 2024 04:51 PM

For every client show the first and the last month on the record (AI)

Raw data:
clipboard-2024-07-11-16-50-26-132Z.png

For every client show the first and the last month on the record.
Also show a month when revenue reached 5000 for the first time.

Result:
clipboard-2024-07-11-16-50-11-399Z.png

Create Copilot Query
close