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 |
|---|---|---|---|---|---|
| Fairview Studio | Fairview Studio | Fairview Studio Co. | Fairview Studio Corp. | Fairview Studio | Mapped |
| Horizon Builders | Horizon Builders | Horizon Builders | Horizon Builders | Horizon Builders | Mapped |
| Northstar Motors | Northstar Motors | Northstar Motors Co. | Northstar Motors | Northstar Motors | Mapped |
| Horizon Technologies | Horizon Technologies | Horizon Technologies | Horizon Technologies | Horizon Technologies | Mapped |
| Highland Technologies | Highland Technologies | Highland Tec | Highland | Highland | Review |
| Timberline Studio | Timberline Studio | Timberline Studio | Timberline Studio | Timberline Studio | Mapped |
| Prairie Design | Prairie Design | Prairie Design | Prairie Design | Prairie Design | Mapped |
| Ashford Manufacturing | Ashford Manufacturing | Ashford Manufacturing | Ashford Manufacturing | Ashford Manufacturing | Mapped |
| Granite Holdings | Granite Holdings | Granite Holdings Corp. | Granite Holdings Inc. | Granite Holdings | Mapped |
| Union Analytics | Union Analytics | Union Analytics | Union Analytics | Union Analytics | Mapped |
| Ashford Dental | Ashford Dental | Ashford Dental LLC | Ashford Dental | Ashford Dental | Mapped |
| Anchor Works | Anchor Works | Anchor Works | Anchor Works Ltd. | Anchor Works | Mapped |
| Beacon Supply | Beacon Supply | Beacon Supply | Beacon Supply | Beacon Supply | Mapped |
| Westfield Builders | Westfield Builders | Westfield Builders Ltd. | Westfield Builders | Westfield Builders | Mapped |
| Apex Studio | Apex Studio | Apex Studio | Apex Studio LLC | Apex Studio | Mapped |
| Glenwood Systems | Glenwood Systems | Glenwood Systems | Glenwood Systems | Glenwood Systems | Mapped |
| River Design | River Design | River Design Corp. | River Design | River Design | Mapped |
| Foundry Manufacturing | Foundry Manufacturing | Foundry Manufacturing | Foundry Manufacturing Ltd. | Foundry Manufacturing | Mapped |
| Glenwood Technologies | Glenwood Technologies | Glenwood Technologies | Glenwood Technologies | Glenwood Technologies | Mapped |
| Anchor Manufacturing | Anchor Manufacturing | Anchor Manufacturing Ltd. | Anchor Manufacturing | Anchor Manufacturing | Mapped |
| Sterling Systems | Sterling Systems | Sterling Systems Ltd. | Sterling Systems | Sterling Systems | Mapped |
| Sterling Consulting | Sterling Consulting | Sterling Consulting Co. | Sterling Consulting | Sterling Consulting | Mapped |
| Hillcrest Services | Hillcrest Services | Hillcrest Services | Hillcrest Services | Hillcrest Services | Mapped |
| Hillcrest Analytics | Hillcrest Analytics | Hillcrest Analytics | Hillcrest Analytics | Hillcrest Analytics | Mapped |
| Ridgeline Networks | Ridgeline Networks | Ridgeline Networks | Ridgeline Networks | Ridgeline Networks | Mapped |
| Lakeside Industries | Lakeside Industries | Lakeside Industries Ltd. | Lakeside Industries Co. | Lakeside Industries | Mapped |
| Liberty Motors | Liberty Motors | Liberty Motors | Liberty Motors Inc. | Liberty Motors | Mapped |
| Lakeside Dental | Lakeside Dental | Lakeside Dental | Lakeside Dental | Lakeside Dental | Mapped |
| River Enterprises | River Enterprises | River Enterprises Corp. | River Enterprises Inc. | River Enterprises | Mapped |
| Beacon Partners | Beacon Partners | Beacon Partners Co. | Beacon Partners Co. | Beacon Partners | Mapped |
| Cascade Ventures | Cascade Ventures | Cascade Ventures Inc. | Cascade Ventures Ltd. | Cascade Ventures | Mapped |
| Eastgate Solutions | Eastgate Solutions | Eastgate Solutions | Eastgate Solutions Inc. | Eastgate Solutions | Mapped |
| Wellspring Services | Wellspring Services | Wellspring Services | Wellspring Services Corp. | Wellspring Services | Mapped |
| Beacon Motors | Beacon Motors | Beacon Motors | Beacon Motors Inc. | Beacon Motors | Mapped |
| Brookstone Dental | Brookstone Dental | Brookstone Dental | Brookstone Dental | Brookstone Dental | Mapped |
| Ironwood Manufacturing | Ironwood Manufacturing | Ironwood Manufacturing Corp. | Ironwood Manufacturing Inc. | Ironwood Manufacturing | Mapped |
| Ridgeline Distribution | Ridgeline Distribution | Ridgeline Distribution | Ridgeline Distribution | Ridgeline Distribution | Mapped |
| Bayview Consulting | Bayview Consulting | Bayview Consulting | Bayview Consulting Co. | Bayview Consulting | Mapped |
| Sterling Media | Sterling Media | Sterling Media LLC | Sterling Media Corp. | Sterling Media | Mapped |
| Westfield Distribution | Westfield Distribution | Westfield Distribution | Westfield Distribution Inc. | Westfield Distribution | Mapped |
| Vertex Design | Vertex Design | Vertex Design Inc. | Vertex Design | Vertex Design | Mapped |
| Hillcrest Foods | Hillcrest Foods | Hillcrest Foods | Hillcrest Foods Co. | Hillcrest Foods | Mapped |
| Atlas Industries | Atlas Industries | Atlas Industries | Atlas Industries | Atlas Industries | Mapped |
| Prairie Industries | Prairie Industries | Prairie Ind | Prairie | Prairie | Review |
| Fairview Industries | Fairview Industries | Fairview Industries | Fairview Industries | Fairview Industries | Mapped |
| Vanguard Design | Vanguard Design | Vanguard Design | Vanguard Design | Vanguard Design | Mapped |
| Meridian Distribution | Meridian Distribution | Meridian Distribution | Meridian Distribution | Meridian Distribution | Mapped |
| Sterling Partners | Sterling Partners | Sterling Partners Inc. | Sterling Partners | Sterling Partners | Mapped |
| Vanguard Dental | Vanguard Dental | Vanguard Dental Co. | Vanguard Dental | Vanguard Dental | Mapped |
| Cascade Labs | Cascade Labs | Cascade Labs | Cascade Labs | Cascade Labs | Mapped |
Exceptions
- 12 clients have no Accounting match
- 8 duplicate client records
- 3 Billing customers have no CRM company