Expert users & Management should be able to see this. Doesn't need to be a finalized deal, should just show it once the proposal is worked. Main outcome is to be able to be anywhere to check a deal & where we are really at in the deal.

Thanks for the suggestion, Cory Wilhelm — totally hear you on wanting Profit/Loss available on mobile for the current deal. To make sure we’re scoping this the right way, could you clarify a couple things: who should be able to see Profit/Loss in the app (everyone, or only specific roles/teams)? And when in the deal flow do you need it to show up (during negotiation, after desking/approval, or only once the deal is finalized)? Lastly, what’s the main outcome you’re aiming for by having this on mobile (e.g., faster on-the-lot decisions, manager approvals, performance review), and what would you do differently with that info?