Corporate Sales Excel Dashboard

Need to creqt Excel spreadsheet template that captures our sales results and targets, and I want to turn it into a polished, corporate-styled dashboard built entirely in Microsoft Excel. The finished workbook should let senior management open one file, switch between views, and immediately understand how each rep and product line is performing.

Core insights I need to see:
• Individual revenue per salesperson, with simple drill-down or slicer filtering.
• The three best-selling financial products, auto-ranked as data updates.
• Quarterly leaderboard highlighting the top revenue generator.
• Monthly and quarterly asset-management figures per rep.
• Revenue versus target at monthly, quarterly, and yearly levels.
• A running total of assets under management alongside cumulative revenue.

Because presentation matters, every element should follow a clean, corporate aesthetic—consistent fonts, restrained colour palette, and clear spacing—so the dashboard is board-room ready the moment it’s delivered.

My data will arrive as a single Excel spreadsheet; all calculations, dynamic charts, pivot tables, slicers, and VBA (only if truly necessary) should remain inside the same file so I can distribute it without extra dependencies.

Acceptance criteria
1. One Excel workbook containing interactive dashboards and underlying data model.
2. All measures refresh automatically when I replace the raw-data sheet with an updated file of identical headers.
3. No external add-ins required; the solution must run in standard Microsoft Excel 2019 and later.
4. Consistent corporate styling and clear labelling throughout.

If you have existing samples or ideas on arranging these views efficiently, feel free to suggest them when you respond.