Power BI report to replace a current Excel report

We want to upgrade an existing report which is run in Excel to Power BI. The data is coming from our Epicor ERP system which is linked to Power BI via a Dataflow. See the existing design of the report in the attachments, we would want to match this but make it fully refreshable and live, and to be able to move customers around between groups without causing problems. Some of the budget data may be held in a Sharepoint site but all the actual data will be held in Epicor. We will start by creating one for one of the reps and then copy this for the other reps. More detail including field names etc will be shared by our in hour ERP technician.