We just added a new view on the Upvise Sales Web interface: view Top Customers.
- In the Sales web app, on the left pane, under the Sales section click on By Customer
- It display the list of all customers (contacts and companies) linked to an opportunity (open or closed). It also display the Total Past Sales (computed on Closed Opportunities) and the Total Sales Forecast (based on open opportunities).
- Use the Sort By toolbar button to switch between Past Sales and Sales Forecast
- Of source you can click on the Contact or Companies to view all Opportunities for this record