Update deal margin and panel expense in CRM

Your research deal records often lack fast margin visibility, causing pricing commitments without profitability context. Margins and panel expense are added to deals for review same day.

Overview

You no longer have to hunt spreadsheets to know whether a research deal is profitable; this wires calculated margins and panel costs back into each deal so pricing decisions include profitability. Margin values and panel expense appear in the CRM and flow to your team channel the same day for rapid review.