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.

Clients Accounts Products Contacts Opportunities

Total

500

Mapped

462

Review

Unmapped

% Mapped

92.4%

All Mapped Review Unmapped

Canonical Client	CRM	Billing	Accounting	Operations	Status
Maple Logistics	Maple Logistics	Maple Logistics	Maple Logistics	Maple Logistics	Mapped
Eastgate Design	Eastgate Design	Eastgate Design LLC	Eastgate Design	Eastgate Design	Mapped
Cornerstone Networks	Cornerstone Networks	Cornerstone Networks LLC	Cornerstone Networks Co.	Cornerstone Networks	Mapped
Lighthouse Logistics	Lighthouse Logistics	Lighthouse Logistics	Lighthouse Logistics	Lighthouse Logistics	Mapped
Silver Group	Silver Group	Silver Group	Silver Group	Silver Group	Mapped
Ashford Media	Ashford Media	Ashford Media	Ashford Media	Ashford Media	Mapped
Maple Technologies	Maple Technologies	Maple Technologies Corp.	Maple Technologies	Maple Technologies	Mapped
Bluepeak Ventures	Bluepeak Ventures	Bluepeak Ventures	Bluepeak Ventures	Bluepeak Ventures	Mapped
Highland Dental	Highland Dental	Highland Dental Co.	Highland Dental Corp.	Highland Dental	Mapped
Union Partners	Union Partners	UNION PARTNERS CORP.	Union	Union	Review
Wellspring Systems	Wellspring Systems	Wellspring Systems	Wellspring Systems LLC	Wellspring Systems	Mapped
Crestline Consulting	Crestline Consulting	Crestline Consulting LLC	Crestline Consulting Corp.	Crestline Consulting	Mapped
Vertex Capital	Vertex Capital	Vertex Capital	Vertex Capital	Vertex Capital	Mapped
River Partners	River Partners	River Partners	River Partners	River Partners	Mapped
Rockwood Design	Rockwood Design	Rockwood Design	Rockwood Design	Rockwood Design	Mapped
Fairview Supply	Fairview Supply	Fairview Supply Corp.	Fairview Supply	Fairview Supply	Mapped
Bayview Technologies	Bayview Technologies	Bayview Technologies	Bayview Technologies	Bayview Technologies	Mapped
Wellspring Ventures	Wellspring Ventures	Wellspring Ventures	Wellspring Ventures Co.	Wellspring Ventures	Mapped
Maple Media	Maple Media	Maple Media	Maple Media	Maple Media	Mapped
Acme Distribution	Acme Distribution	Acme Distribution Corp.	Acme Distribution	Acme Distribution	Mapped
Ridgeline Manufacturing	Ridgeline Manufacturing	Ridgeline Manufacturing	Ridgeline Manufacturing	Ridgeline Manufacturing	Mapped
Fieldstone Holdings	Fieldstone Holdings	Fieldstone Holdings	Fieldstone Holdings Ltd.	Fieldstone Holdings	Mapped
Maple Group	Maple Group	Maple Group Inc.	Maple Group Co.	Maple Group	Mapped
Horizon Consulting	Horizon Consulting	Horizon Consulting	Horizon Consulting	Horizon Consulting	Mapped
Wellspring Analytics	Wellspring Analytics	Wellspring Analytics	Wellspring Analytics	Wellspring Analytics	Mapped
Cedar Foods	Cedar Foods	Cedar Foods LLC	Cedar Foods Inc.	Cedar Foods	Mapped
Sterling Enterprises	Sterling Enterprises	Sterling Enterprises	Sterling Enterprises Corp.	Sterling Enterprises	Mapped
Cornerstone Holdings	Cornerstone Holdings	Cornerstone Holdings	Cornerstone Holdings Co.	Cornerstone Holdings	Mapped
Pinnacle Contractors	Pinnacle Contractors	Pinnacle Contractors	Pinnacle Contractors	Pinnacle Contractors	Mapped
Hillcrest Studio	Hillcrest Studio	Hillcrest Studio	Hillcrest Studio	Hillcrest Studio	Mapped
Prairie Motors	Prairie Motors	Prairie Motors Corp.	Prairie Motors LLC	Prairie Motors	Mapped
Harbor Builders	Harbor Builders	Harbor Builders	Harbor Builders Co.	Harbor Builders	Mapped
Northstar Realty	Northstar Realty	Northstar Realty	Northstar Realty	Northstar Realty	Mapped
Maple Studio	Maple Studio	Maple Studio Co.	Maple Studio	Maple Studio	Mapped
Vertex Studio	Vertex Studio	Vertex Studio	Vertex Studio	Vertex Studio	Mapped
Cedar Builders	Cedar Builders	Cedar Builders	Cedar Builders	Cedar Builders	Mapped
Westfield Realty	Westfield Realty	Westfield Realty Inc.	Westfield Realty	Westfield Realty	Mapped
Brookstone Systems	Brookstone Systems	Brookstone Systems Co.	Brookstone Systems Corp.	Brookstone Systems	Mapped
Rockwood Partners	Rockwood Partners	Rockwood Partners	Rockwood Partners Inc.	Rockwood Partners	Mapped
Lighthouse Advisory	Lighthouse Advisory	Lighthouse Advisory	Lighthouse Advisory	Lighthouse Advisory	Mapped
Glenwood Logistics	Glenwood Logistics	GLENWOOD LOGISTICS LLC	Glenwood	Glenwood	Review
River Supply	River Supply	River Supply Co.	River Supply	River Supply	Mapped
Cascade Logistics	Cascade Logistics	Cascade Logistics Corp.	Cascade Logistics	Cascade Logistics	Mapped
Anchor Builders	Anchor Builders	Anchor Builders	Anchor Builders Co.	Anchor Builders	Mapped
Clearwater Realty	Clearwater Realty	Clearwater Realty	Clearwater Realty	Clearwater Realty	Mapped
Pinnacle Partners	Pinnacle Partners	Pinnacle Partners	—	Pinnacle Partners	Unmapped
Bayview Distribution	Bayview Distribution	Bayview Distribution	Bayview Distribution Ltd.	Bayview Distribution	Mapped
Ashford Networks	Ashford Networks	Ashford Networks	Ashford Networks	Ashford Networks	Mapped
Wellspring Networks	Wellspring Networks	Wellspring Networks	Wellspring Networks	Wellspring Networks	Mapped
Wintergreen Networks	Wintergreen Networks	Wintergreen Networks Corp.	Wintergreen Networks Ltd.	Wintergreen Networks	Mapped

500 clients · page 7 of 10

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Exceptions

12 clients have no Accounting match
8 duplicate client records
3 Billing customers have no CRM company