Business Rules
See how the business is mapped across systems.
BR-PROFIT-001
Profit per Client = Revenue - Service Cost - Acquisition Cost
Service Cost includes Operations hours at $85/hr. Acquisition Cost allocates 12% of closed-won CRM opportunity value. Calculated live per client on the Exchange tab; see “View Calculation” there for the full source breakdown.
Total
500
Mapped
462
Review
26
Unmapped
12
% Mapped
92.4%
| Canonical Client | CRM | Billing | Accounting | Operations | Status |
|---|---|---|---|---|---|
| Pinnacle Capital | Pinnacle Capital | Pinnacle Capital | Pinnacle Capital | Pinnacle Capital | Mapped |
| Hillcrest Solutions | Hillcrest Solutions | Hillcrest Solutions Co. | Hillcrest Solutions | Hillcrest Solutions | Mapped |
| Brookstone Consulting | Brookstone Consulting | Brookstone Consulting | Brookstone Consulting Corp. | Brookstone Consulting | Mapped |
| Golden Works | Golden Works | Golden Works Inc. | Golden Works | Golden Works | Mapped |
| Wellspring Supply | Wellspring Supply | Wellspring Supply | Wellspring Supply Inc. | Wellspring Supply | Mapped |
| Redwood Design | Redwood Design | Redwood Design | Redwood Design Ltd. | Redwood Design | Mapped |
| Union Design | Union Design | Union Design | Union Design Ltd. | Union Design | Mapped |
| Wellspring Motors | Wellspring Motors | Wellspring Motors | Wellspring Motors Ltd. | Wellspring Motors | Mapped |
| Glenwood Industries | Glenwood Industries | Glenwood Industries | — | Glenwood Industries | Unmapped |
| Wintergreen Advisory | Wintergreen Advisory | Wintergreen Adv | Wintergreen Adv | Wintergreen | Review |
| Beacon Logistics | Beacon Logistics | Beacon Logistics | Beacon Logistics | Beacon Logistics | Mapped |
| Bluepeak Realty | Bluepeak Realty | BLUEPEAK REALTY INC. | Bluepeak | Bluepeak | Review |
| Ironwood Dental | Ironwood Dental | Ironwood Dental | Ironwood Dental | Ironwood Dental | Mapped |
| Cedar Supply | Cedar Supply | Cedar Supply Co. | Cedar Supply | Cedar Supply | Mapped |
| Westfield Enterprises | Westfield Enterprises | Westfield Enterprises LLC | Westfield Enterprises | Westfield Enterprises | Mapped |
| Crestline Group | Crestline Group | Crestline Group | Crestline Group Inc. | Crestline Group | Mapped |
| Bluepeak Manufacturing | Bluepeak Manufacturing | Bluepeak Manufacturing | Bluepeak Manufacturing | Bluepeak Manufacturing | Mapped |
| Crestline Supply | Crestline Supply | Crestline Supply Ltd. | Crestline Supply LLC | Crestline Supply | Mapped |
| Ridgeline Motors | Ridgeline Motors | Ridgeline Motors | Ridgeline Motors | Ridgeline Motors | Mapped |
| Sterling Group | Sterling Group | Sterling Group | Sterling Group | Sterling Group | Mapped |
| Brookstone Studio | Brookstone Studio | Brookstone Studio | Brookstone Studio | Brookstone Studio | Mapped |
| Summit Realty | Summit Realty | Summit Realty | Summit Realty Inc. | Summit Realty | Mapped |
| Bayview Industries | Bayview Industries | Bayview Industries | Bayview Industries | Bayview Industries | Mapped |
| Summit Labs | Summit Labs | Summit Labs | Summit Labs | Summit Labs | Mapped |
| Atlas Works | Atlas Works | Atlas Works | Atlas Works | Atlas Works | Mapped |
| Wintergreen Enterprises | Wintergreen Enterprises | Wintergreen Enterprises Corp. | Wintergreen Enterprises Inc. | Wintergreen Enterprises | Mapped |
| Redwood Enterprises | Redwood Enterprises | Redwood Enterprises Co. | Redwood Enterprises | Redwood Enterprises | Mapped |
| Vanguard Capital | Vanguard Capital | Vanguard Capital Co. | Vanguard Capital | Vanguard Capital | Mapped |
| Horizon Design | Horizon Design | Horizon Design Inc. | Horizon Design | Horizon Design | Mapped |
| Atlas Partners | Atlas Partners | Atlas Partners | Atlas Partners | Atlas Partners | Mapped |
| Granite Networks | Granite Networks | Granite Networks Co. | Granite Networks | Granite Networks | Mapped |
| Copper Works | Copper Works | Copper Works | Copper Works | Copper Works | Mapped |
| Meridian Works | Meridian Works | Meridian Works | Meridian Works Ltd. | Meridian Works | Mapped |
| Prairie Enterprises | Prairie Enterprises | Prairie Enterprises | Prairie Enterprises Ltd. | Prairie Enterprises | Mapped |
| Union Builders | Union Builders | Union Builders | Union Builders Corp. | Union Builders | Mapped |
| Bluepeak Builders | Bluepeak Builders | Bluepeak Builders | Bluepeak Builders Co. | Bluepeak Builders | Mapped |
| Redwood Builders | Redwood Builders | Redwood Builders | Redwood Builders Co. | Redwood Builders | Mapped |
| Timberline Ventures | Timberline Ventures | Timberline Ventures Co. | Timberline Ventures | Timberline Ventures | Mapped |
| Horizon Distribution | Horizon Distribution | Horizon Distribution | Horizon Distribution | Horizon Distribution | Mapped |
| Cedar Solutions | Cedar Solutions | Cedar Solutions Inc. | Cedar Solutions | Cedar Solutions | Mapped |
| Granite Studio | Granite Studio | Granite Studio Co. | Granite Studio | Granite Studio | Mapped |
| Silver Industries | Silver Industries | Silver Industries Corp. | Silver Industries | Silver Industries | Mapped |
| Ashford Enterprises | Ashford Enterprises | Ashford Enterprises | Ashford Enterprises Corp. | Ashford Enterprises | Mapped |
| Atlas Media | Atlas Media | Atlas Media LLC | Atlas Media Inc. | Atlas Media | Mapped |
| Evergreen Contractors | Evergreen Contractors | Evergreen Contractors | Evergreen Contractors | Evergreen Contractors | Mapped |
| Atlas Logistics | Atlas Logistics | Atlas Logistics | Atlas Logistics | Atlas Logistics | Mapped |
| River Capital | River Capital | River Capital | River Capital | River Capital | Mapped |
| Vertex Foods | Vertex Foods | Vertex Foods | Vertex Foods | Vertex Foods | Mapped |
| Prairie Labs | Prairie Labs | Prairie Labs | Prairie Labs | Prairie Labs | Mapped |
| Fieldstone Foods | Fieldstone Foods | Fieldstone Foods Co. | Fieldstone Foods LLC | Fieldstone Foods | Mapped |
Exceptions
- 12 clients have no Accounting match
- 8 duplicate client records
- 3 Billing customers have no CRM company