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 |
|---|---|---|---|---|---|
| Brookstone Partners | Brookstone Partners | Brookstone Partners | Brookstone Partners | Brookstone Partners | Mapped |
| Westfield Design | Westfield Design | Westfield Design Co. | Westfield Design | Westfield Design | Mapped |
| Wintergreen Studio | Wintergreen Studio | Wintergreen Studio Inc. | Wintergreen Studio | Wintergreen Studio | Mapped |
| Prairie Systems | Prairie Systems | Prairie Sys | Prairie Sys | Prairie | Review |
| Glenwood Solutions | Glenwood Solutions | Glenwood Solutions | Glenwood Solutions LLC | Glenwood Solutions | Mapped |
| Lighthouse Builders | Lighthouse Builders | Lighthouse Builders | Lighthouse Builders | Lighthouse Builders | Mapped |
| Wellspring Design | Wellspring Design | Wellspring Design | Wellspring Design LLC | Wellspring Design | Mapped |
| Brookstone Manufacturing | Brookstone Manufacturing | Brookstone Manufacturing | Brookstone Manufacturing | Brookstone Manufacturing | Mapped |
| Ashford Ventures | Ashford Ventures | Ashford Ventures | Ashford Ventures | Ashford Ventures | Mapped |
| Lighthouse Works | Lighthouse Works | Lighthouse Works | Lighthouse Works | Lighthouse Works | Mapped |
| Atlas Enterprises | Atlas Enterprises | Atlas Enterprises | Atlas Enterprises | Atlas Enterprises | Mapped |
| Summit Logistics | Summit Logistics | Summit Logistics | Summit Logistics | Summit Logistics | Mapped |
| Westfield Media | Westfield Media | Westfield Media Ltd. | Westfield Media | Westfield Media | Mapped |
| Lighthouse Services | Lighthouse Services | Lighthouse Services Co. | Lighthouse Services | Lighthouse Services | Mapped |
| Crestline Services | Crestline Services | Crestline Services Ltd. | Crestline Services | Crestline Services | Mapped |
| Crestline Works | Crestline Works | Crestline Works Corp. | Crestline Works | Crestline Works | Mapped |
| Acme Ventures | Acme Ventures | Acme Ventures | Acme Ventures | Acme Ventures | Mapped |
| Beacon Contractors | Beacon Contractors | Beacon Contractors | Beacon Contractors | Beacon Contractors | Mapped |
| Ridgeline Solutions | Ridgeline Solutions | Ridgeline Solutions | Ridgeline Solutions | Ridgeline Solutions | Mapped |
| Golden Holdings | Golden Holdings | Golden Holdings LLC | Golden Holdings | Golden Holdings | Mapped |
| Cascade Works | Cascade Works | Cascade Works | Cascade Works | Cascade Works | Mapped |
| Bluepeak Studio | Bluepeak Studio | Bluepeak Studio Co. | Bluepeak Studio | Bluepeak Studio | Mapped |
| Bluepeak Works | Bluepeak Works | BLUEPEAK WORKS LLC | Bluepeak | Bluepeak | Review |
| Cedar Holdings | Cedar Holdings | Cedar Holdings | Cedar Holdings Corp. | Cedar Holdings | Mapped |
| Fairview Labs | Fairview Labs | Fairview Labs | Fairview Labs Inc. | Fairview Labs | Mapped |
| Highland Group | Highland Group | Highland Gro | Highland Gro | Highland | Review |
| Apex Capital | Apex Capital | Apex Capital Corp. | Apex Capital | Apex Capital | Mapped |
| Maple Contractors | Maple Contractors | Maple Contractors | Maple Contractors | Maple Contractors | Mapped |
| Glenwood Analytics | Glenwood Analytics | Glenwood Analytics | — | Glenwood Analytics | Unmapped |
| Liberty Distribution | Liberty Distribution | Liberty Distribution Inc. | Liberty Distribution | Liberty Distribution | Mapped |
| Vertex Analytics | Vertex Analytics | Vertex Analytics Corp. | Vertex Analytics Co. | Vertex Analytics | Mapped |
| Crestline Dental | Crestline Dental | Crestline Dental | Crestline Dental | Crestline Dental | Mapped |
| Copper Partners | Copper Partners | Copper Partners Ltd. | Copper Partners | Copper Partners | Mapped |
| Beacon Technologies | Beacon Technologies | Beacon Technologies | Beacon Technologies | Beacon Technologies | Mapped |
| Rockwood Motors | Rockwood Motors | Rockwood Motors | Rockwood Motors | Rockwood Motors | Mapped |
| Redwood Partners | Redwood Partners | Redwood Partners | Redwood Partners | Redwood Partners | Mapped |
| Foundry Systems | Foundry Systems | Foundry Systems Co. | Foundry Systems Co. | Foundry Systems | Mapped |
| Summit Works | Summit Works | Summit Works | Summit Works Co. | Summit Works | Mapped |
| Northstar Dental | Northstar Dental | Northstar Dental Corp. | Northstar Dental | Northstar Dental | Mapped |
| River Technologies | River Technologies | River Technologies Co. | River Technologies Corp. | River Technologies | Mapped |
| Cedar Industries | Cedar Industries | Cedar Industries | Cedar Industries | Cedar Industries | Mapped |
| Cornerstone Analytics | Cornerstone Analytics | Cornerstone Analytics LLC | Cornerstone Analytics | Cornerstone Analytics | Mapped |
| Foundry Solutions | Foundry Solutions | Foundry Solutions Corp. | Foundry Solutions Ltd. | Foundry Solutions | Mapped |
| Timberline Contractors | Timberline Contractors | Timberline Contractors | Timberline Contractors | Timberline Contractors | Mapped |
| Horizon Motors | Horizon Motors | Horizon Motors Ltd. | Horizon Motors | Horizon Motors | Mapped |
| Apex Works | Apex Works | Apex Works | Apex Works LLC | Apex Works | Mapped |
| Lakeside Analytics | Lakeside Analytics | Lakeside Analytics Ltd. | Lakeside Analytics | Lakeside Analytics | Mapped |
| Clearwater Advisory | Clearwater Advisory | Clearwater Advisory LLC | Clearwater Advisory Co. | Clearwater Advisory | Mapped |
| Northstar Labs | Northstar Labs | Northstar Labs LLC | Northstar Labs | Northstar Labs | Mapped |
| Eastgate Systems | Eastgate Systems | Eastgate Systems | — | Eastgate Systems | Unmapped |
Exceptions
- 12 clients have no Accounting match
- 8 duplicate client records
- 3 Billing customers have no CRM company