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 |
|---|---|---|---|---|---|
| Sterling Advisory | Sterling Advisory | Sterling Adv | Sterling | Sterling | Review |
| Cascade Studio | Cascade Studio | Cascade Stu | Cascade Stu | Cascade | Review |
| Harbor Services | Harbor Services | Harbor Ser | Harbor Ser | Harbor | Review |
| Wellspring Capital | Wellspring Capital | WELLSPRING CAPITAL CORP. | Wellspring | Wellspring | Review |
| Atlas Capital | Atlas Capital | Atlas Cap | Atlas | Atlas | Review |
| Bluepeak Partners | Bluepeak Partners | Bluepeak Par | Bluepeak | Bluepeak | Review |
| Westfield Group | Westfield Group | WESTFIELD GROUP CO. | Westfield Gro | Westfield | Review |
| Lighthouse Manufacturing | Lighthouse Manufacturing | LIGHTHOUSE MANUFACTURING CO. | Lighthouse | Lighthouse | Review |
| Brookstone Advisory | Brookstone Advisory | Brookstone Adv | Brookstone | Brookstone | Review |
| Lighthouse Partners | Lighthouse Partners | Lighthouse Par | Lighthouse Par | Lighthouse | Review |
| Ironwood Analytics | Ironwood Analytics | Ironwood Ana | Ironwood | Ironwood | Review |
| Fieldstone Partners | Fieldstone Partners | FIELDSTONE PARTNERS INC. | Fieldstone | Fieldstone | Review |
| Highland Technologies | Highland Technologies | Highland Tec | Highland | Highland | Review |
| Prairie Industries | Prairie Industries | Prairie Ind | Prairie | Prairie | Review |
| Bayview Studio | Bayview Studio | BAYVIEW STUDIO CORP. | Bayview Stu | Bayview | Review |
| Granite Partners | Granite Partners | Granite Par | Granite | Granite | Review |
| Union Partners | Union Partners | UNION PARTNERS CORP. | Union | Union | Review |
| Glenwood Logistics | Glenwood Logistics | GLENWOOD LOGISTICS LLC | Glenwood | Glenwood | Review |
| Prairie Systems | Prairie Systems | Prairie Sys | Prairie Sys | Prairie | Review |
| Bluepeak Works | Bluepeak Works | BLUEPEAK WORKS LLC | Bluepeak | Bluepeak | Review |
| Highland Group | Highland Group | Highland Gro | Highland Gro | Highland | Review |
| Apex Consulting | Apex Consulting | APEX CONSULTING INC. | Apex Con | Apex | Review |
| Crestline Distribution | Crestline Distribution | Crestline Dis | Crestline Dis | Crestline | Review |
| Lakeside Partners | Lakeside Partners | LAKESIDE PARTNERS LLC | Lakeside Par | Lakeside | Review |
| Wintergreen Advisory | Wintergreen Advisory | Wintergreen Adv | Wintergreen Adv | Wintergreen | Review |
| Bluepeak Realty | Bluepeak Realty | BLUEPEAK REALTY INC. | Bluepeak | Bluepeak | Review |
Exceptions
- 12 clients have no Accounting match
- 8 duplicate client records
- 3 Billing customers have no CRM company