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 |
|---|---|---|---|---|---|
| Cornerstone Ventures | Cornerstone Ventures | Cornerstone Ventures | Cornerstone Ventures | Cornerstone Ventures | Mapped |
| Beacon Design | Beacon Design | Beacon Design | Beacon Design | Beacon Design | Mapped |
| Fairview Dental | Fairview Dental | Fairview Dental | Fairview Dental Co. | Fairview Dental | Mapped |
| Golden Services | Golden Services | Golden Services Co. | Golden Services | Golden Services | Mapped |
| Cornerstone Advisory | Cornerstone Advisory | Cornerstone Advisory | Cornerstone Advisory Ltd. | Cornerstone Advisory | Mapped |
| Rockwood Media | Rockwood Media | Rockwood Media | Rockwood Media LLC | Rockwood Media | Mapped |
| Eastgate Partners | Eastgate Partners | Eastgate Partners | Eastgate Partners | Eastgate Partners | Mapped |
| Northstar Systems | Northstar Systems | Northstar Systems Ltd. | Northstar Systems | Northstar Systems | Mapped |
| Foundry Contractors | Foundry Contractors | Foundry Contractors | Foundry Contractors | Foundry Contractors | Mapped |
| Horizon Solutions | Horizon Solutions | Horizon Solutions | Horizon Solutions | Horizon Solutions | Mapped |
| Atlas Foods | Atlas Foods | Atlas Foods | Atlas Foods | Atlas Foods | Mapped |
| Copper Technologies | Copper Technologies | Copper Technologies Inc. | Copper Technologies Ltd. | Copper Technologies | Mapped |
| Evergreen Systems | Evergreen Systems | Evergreen Systems Ltd. | Evergreen Systems Inc. | Evergreen Systems | Mapped |
| Highland Supply | Highland Supply | Highland Supply | Highland Supply | Highland Supply | Mapped |
| Ironwood Ventures | Ironwood Ventures | Ironwood Ventures Co. | Ironwood Ventures | Ironwood Ventures | Mapped |
| Northstar Ventures | Northstar Ventures | Northstar Ventures Corp. | Northstar Ventures | Northstar Ventures | Mapped |
| Apex Contractors | Apex Contractors | Apex Contractors | Apex Contractors | Apex Contractors | Mapped |
| Brookstone Technologies | Brookstone Technologies | Brookstone Technologies | Brookstone Technologies Inc. | Brookstone Technologies | Mapped |
| Bluepeak Contractors | Bluepeak Contractors | Bluepeak Contractors | Bluepeak Contractors | Bluepeak Contractors | Mapped |
| Cascade Systems | Cascade Systems | Cascade Systems Corp. | Cascade Systems | Cascade Systems | Mapped |
| Bluepeak Partners | Bluepeak Partners | Bluepeak Par | Bluepeak | Bluepeak | Review |
| Sterling Capital | Sterling Capital | Sterling Capital | Sterling Capital | Sterling Capital | Mapped |
| Brookstone Solutions | Brookstone Solutions | Brookstone Solutions | Brookstone Solutions | Brookstone Solutions | Mapped |
| Maple Dental | Maple Dental | Maple Dental | Maple Dental | Maple Dental | Mapped |
| Bayview Analytics | Bayview Analytics | Bayview Analytics Ltd. | Bayview Analytics | Bayview Analytics | Mapped |
| Ashford Realty | Ashford Realty | Ashford Realty | Ashford Realty | Ashford Realty | Mapped |
| Rockwood Industries | Rockwood Industries | Rockwood Industries | Rockwood Industries LLC | Rockwood Industries | Mapped |
| Union Media | Union Media | Union Media | Union Media LLC | Union Media | Mapped |
| Westfield Holdings | Westfield Holdings | Westfield Holdings | Westfield Holdings | Westfield Holdings | Mapped |
| Union Systems | Union Systems | Union Systems Corp. | Union Systems Inc. | Union Systems | Mapped |
| Westfield Group | Westfield Group | WESTFIELD GROUP CO. | Westfield Gro | Westfield | Review |
| Summit Dental | Summit Dental | Summit Dental | Summit Dental | Summit Dental | Mapped |
| Granite Enterprises | Granite Enterprises | Granite Enterprises | Granite Enterprises | Granite Enterprises | Mapped |
| Hillcrest Networks | Hillcrest Networks | Hillcrest Networks Ltd. | Hillcrest Networks | Hillcrest Networks | Mapped |
| Bluepeak Supply | Bluepeak Supply | Bluepeak Supply Co. | Bluepeak Supply | Bluepeak Supply | Mapped |
| Summit Partners | Summit Partners | Summit Partners | Summit Partners | Summit Partners | Mapped |
| Foundry Dental | Foundry Dental | Foundry Dental Corp. | Foundry Dental Inc. | Foundry Dental | Mapped |
| Copper Solutions | Copper Solutions | Copper Solutions Ltd. | Copper Solutions | Copper Solutions | Mapped |
| Vertex Solutions | Vertex Solutions | Vertex Solutions Corp. | Vertex Solutions Co. | Vertex Solutions | Mapped |
| Lighthouse Manufacturing | Lighthouse Manufacturing | LIGHTHOUSE MANUFACTURING CO. | Lighthouse | Lighthouse | Review |
| Wellspring Labs | Wellspring Labs | Wellspring Labs LLC | Wellspring Labs | Wellspring Labs | Mapped |
| Beacon Analytics | Beacon Analytics | Beacon Analytics Corp. | Beacon Analytics | Beacon Analytics | Mapped |
| Evergreen Supply | Evergreen Supply | Evergreen Supply Corp. | Evergreen Supply | Evergreen Supply | Mapped |
| Fieldstone Advisory | Fieldstone Advisory | Fieldstone Advisory | Fieldstone Advisory Co. | Fieldstone Advisory | Mapped |
| Wellspring Consulting | Wellspring Consulting | Wellspring Consulting Inc. | Wellspring Consulting Inc. | Wellspring Consulting | Mapped |
| Cascade Design | Cascade Design | Cascade Design | Cascade Design | Cascade Design | Mapped |
| Hillcrest Dental | Hillcrest Dental | Hillcrest Dental | Hillcrest Dental Ltd. | Hillcrest Dental | Mapped |
| Brookstone Advisory | Brookstone Advisory | Brookstone Adv | Brookstone | Brookstone | Review |
| Cascade Distribution | Cascade Distribution | Cascade Distribution | Cascade Distribution | Cascade Distribution | Mapped |
| Glenwood Realty | Glenwood Realty | Glenwood Realty | Glenwood Realty LLC | Glenwood Realty | Mapped |
Exceptions
- 12 clients have no Accounting match
- 8 duplicate client records
- 3 Billing customers have no CRM company