Selected Answer
At the stage that you appear to be at now I usually forego Excel altogether. I take a pen and paper. You will probably need ...
- an input sheet for targets.
You probably need the brokers' names and the target, perhaps a target date. So, there would be two or three columns,
- an input sheet for data about the business the brokers concluded.
You would probably need a date column, one for the broker's name, one for the volume done. Perhaps there will be a reference number or a customer names as well, in total at least 4 columns,
- an output sheet to show the relationship between target set and business done for each broker for a definable period.
You would probably want cells to define the period (from date and to date). Then you would decide if you want a printable form which you can give to each broker with only his own data on it or whether you prefer a list of all 8 brokers,showing target and business volume for the selected period for all of them.
- In the latter case you would consider joining the first and third sheets into one. Or you might want to do both, create an evaluation column in the first sheet and prepare the individual evaluation sheet as well.
With that done you can turn to Excel. Start naming and formatting the columns. But most importantly, design the work flow. Above I was thinking of entering the targets on one sheet (perhaps monthly), the transaction data on another (probably daily) and evaluate both data on a third sheet whenever you want. The design of this flow must match your business environment.
With all of that done you can start entering your data. And once you have data to evaluate you can come back here to get help with the evaluation sheet.