I am trying to filter out a spreadsheet that will be used for tracking commission payments. There are 3 milestone payments per customer. I am trying to build a separate section that only includes the customer's first and last name, as well as any milestone payment that has a pay date in the column next to it.
I built a spreadsheet to help demonstrate what I am trying to do with some examples of my filters that I am failing at.
Could a spreadsheet wizard take a look and see if what I am trying to accomplish is even possible?
Either EXCEL or Google Sheets is acceptable.
Link to test sheet: Link to spreadsheet
Thank you!

