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 Builders | Fairview Builders | Fairview Builders | — | Fairview Builders | Unmapped |
| Eastgate Consulting | Eastgate Consulting | Eastgate Consulting | — | Eastgate Consulting | Unmapped |
| Golden Group | Golden Group | Golden Group | — | Golden Group | Unmapped |
| Cedar Analytics | Cedar Analytics | Cedar Analytics | — | Cedar Analytics | Unmapped |
| Northstar Builders | Northstar Builders | Northstar Builders | — | Northstar Builders | Unmapped |
| Horizon Analytics | Horizon Analytics | Horizon Analytics | — | Horizon Analytics | Unmapped |
| Cornerstone Enterprises | Cornerstone Enterprises | Cornerstone Enterprises | — | Cornerstone Enterprises | Unmapped |
| Pinnacle Partners | Pinnacle Partners | Pinnacle Partners | — | Pinnacle Partners | Unmapped |
| Glenwood Analytics | Glenwood Analytics | Glenwood Analytics | — | Glenwood Analytics | Unmapped |
| Eastgate Systems | Eastgate Systems | Eastgate Systems | — | Eastgate Systems | Unmapped |
| Cascade Partners | Cascade Partners | Cascade Partners | — | Cascade Partners | Unmapped |
| Glenwood Industries | Glenwood Industries | Glenwood Industries | — | Glenwood Industries | Unmapped |
Exceptions
- 12 clients have no Accounting match
- 8 duplicate client records
- 3 Billing customers have no CRM company