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 |
|---|---|---|---|---|---|
| Bluepeak Design | Bluepeak Design | Bluepeak Design | Bluepeak Design Corp. | Bluepeak Design | Mapped |
| Copper Systems | Copper Systems | Copper Systems LLC | Copper Systems LLC | Copper Systems | Mapped |
| Golden Consulting | Golden Consulting | Golden Consulting Corp. | Golden Consulting | Golden Consulting | Mapped |
| Eastgate Holdings | Eastgate Holdings | Eastgate Holdings | Eastgate Holdings | Eastgate Holdings | Mapped |
| Silver Services | Silver Services | Silver Services | Silver Services | Silver Services | Mapped |
| Granite Group | Granite Group | Granite Group | Granite Group | Granite Group | Mapped |
| Beacon Builders | Beacon Builders | Beacon Builders | Beacon Builders LLC | Beacon Builders | Mapped |
| Cornerstone Realty | Cornerstone Realty | Cornerstone Realty Ltd. | Cornerstone Realty | Cornerstone Realty | Mapped |
| Atlas Builders | Atlas Builders | Atlas Builders | Atlas Builders | Atlas Builders | Mapped |
| Timberline Systems | Timberline Systems | Timberline Systems | Timberline Systems | Timberline Systems | Mapped |
| Foundry Motors | Foundry Motors | Foundry Motors | Foundry Motors | Foundry Motors | Mapped |
| Prairie Solutions | Prairie Solutions | Prairie Solutions | Prairie Solutions | Prairie Solutions | Mapped |
| Harbor Studio | Harbor Studio | Harbor Studio | Harbor Studio | Harbor Studio | Mapped |
| Lakeside Contractors | Lakeside Contractors | Lakeside Contractors Corp. | Lakeside Contractors Ltd. | Lakeside Contractors | Mapped |
| Crestline Systems | Crestline Systems | Crestline Systems Corp. | Crestline Systems LLC | Crestline Systems | Mapped |
| Lighthouse Consulting | Lighthouse Consulting | Lighthouse Consulting | Lighthouse Consulting | Lighthouse Consulting | Mapped |
| Cornerstone Labs | Cornerstone Labs | Cornerstone Labs LLC | Cornerstone Labs | Cornerstone Labs | Mapped |
| Apex Industries | Apex Industries | Apex Industries | Apex Industries Ltd. | Apex Industries | Mapped |
| Union Services | Union Services | Union Services | Union Services | Union Services | Mapped |
| Cornerstone Technologies | Cornerstone Technologies | Cornerstone Technologies Co. | Cornerstone Technologies Corp. | Cornerstone Technologies | Mapped |
| Cascade Partners | Cascade Partners | Cascade Partners | — | Cascade Partners | Unmapped |
| Apex Consulting | Apex Consulting | APEX CONSULTING INC. | Apex Con | Apex | Review |
| Crestline Distribution | Crestline Distribution | Crestline Dis | Crestline Dis | Crestline | Review |
| Foundry Partners | Foundry Partners | Foundry Partners LLC | Foundry Partners Ltd. | Foundry Partners | Mapped |
| Pinnacle Foods | Pinnacle Foods | Pinnacle Foods | Pinnacle Foods | Pinnacle Foods | Mapped |
| Atlas Design | Atlas Design | Atlas Design | Atlas Design | Atlas Design | Mapped |
| Lighthouse Distribution | Lighthouse Distribution | Lighthouse Distribution | Lighthouse Distribution | Lighthouse Distribution | Mapped |
| Foundry Holdings | Foundry Holdings | Foundry Holdings | Foundry Holdings | Foundry Holdings | Mapped |
| Lakeside Partners | Lakeside Partners | LAKESIDE PARTNERS LLC | Lakeside Par | Lakeside | Review |
| Fieldstone Studio | Fieldstone Studio | Fieldstone Studio Ltd. | Fieldstone Studio Corp. | Fieldstone Studio | Mapped |
| Westfield Motors | Westfield Motors | Westfield Motors LLC | Westfield Motors Ltd. | Westfield Motors | Mapped |
| Cornerstone Foods | Cornerstone Foods | Cornerstone Foods Co. | Cornerstone Foods | Cornerstone Foods | Mapped |
| Highland Studio | Highland Studio | Highland Studio | Highland Studio | Highland Studio | Mapped |
| Bayview Contractors | Bayview Contractors | Bayview Contractors | Bayview Contractors Corp. | Bayview Contractors | Mapped |
| Prairie Works | Prairie Works | Prairie Works Corp. | Prairie Works Corp. | Prairie Works | Mapped |
| Union Manufacturing | Union Manufacturing | Union Manufacturing | Union Manufacturing Inc. | Union Manufacturing | Mapped |
| Ashford Design | Ashford Design | Ashford Design Inc. | Ashford Design LLC | Ashford Design | Mapped |
| Maple Ventures | Maple Ventures | Maple Ventures Ltd. | Maple Ventures | Maple Ventures | Mapped |
| Maple Realty | Maple Realty | Maple Realty | Maple Realty | Maple Realty | Mapped |
| Prairie Media | Prairie Media | Prairie Media Inc. | Prairie Media | Prairie Media | Mapped |
| Golden Logistics | Golden Logistics | Golden Logistics LLC | Golden Logistics | Golden Logistics | Mapped |
| Rockwood Holdings | Rockwood Holdings | Rockwood Holdings LLC | Rockwood Holdings | Rockwood Holdings | Mapped |
| Liberty Works | Liberty Works | Liberty Works | Liberty Works | Liberty Works | Mapped |
| Clearwater Dental | Clearwater Dental | Clearwater Dental | Clearwater Dental Inc. | Clearwater Dental | Mapped |
| Westfield Manufacturing | Westfield Manufacturing | Westfield Manufacturing Inc. | Westfield Manufacturing Corp. | Westfield Manufacturing | Mapped |
| Northstar Solutions | Northstar Solutions | Northstar Solutions Inc. | Northstar Solutions Ltd. | Northstar Solutions | Mapped |
| Hillcrest Supply | Hillcrest Supply | Hillcrest Supply | Hillcrest Supply | Hillcrest Supply | Mapped |
| Lakeside Ventures | Lakeside Ventures | Lakeside Ventures Inc. | Lakeside Ventures | Lakeside Ventures | Mapped |
| Redwood Labs | Redwood Labs | Redwood Labs | Redwood Labs | Redwood Labs | Mapped |
| Brookstone Enterprises | Brookstone Enterprises | Brookstone Enterprises LLC | Brookstone Enterprises | Brookstone Enterprises | Mapped |
Exceptions
- 12 clients have no Accounting match
- 8 duplicate client records
- 3 Billing customers have no CRM company