IdentifyPast Due

Enhanced Finance Workshop (Amended)

ID: 7792925-20

Potential Value

$250,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

420

Client & Account

Client

Compass Civic Global

City

Philadelphia

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

SaT

Field of Play

Transactions

Opportunity Sub-SL

Transactions & Corporate Finance

Competency

TCF - Buy & Integrate

Global Service Code

Resource Planning (81634)

People & Dates

Partner

Myers Susan

Pursuit Leader

Powell Kimberly

Open Date

Mar 19, 2025

Anticipated Win Date

Mar 15, 2026

Close Date

N/A

Details

Description

Enhanced Finance Workshop (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

63.9%

Expected Value (EV = P(Pursue) × P(Win) × Value)

$75,374

Key Triage Drivers

Work type
+0.602
Opportunity business unit
+0.418
Deal size
-0.350

Win Probability Models

P(Pursue)

63.9%

Model A: Planning

47.2%

Model B: Early Signal

6.7%

Stated Probability

10%

Model A: Planning

Includes deal age and timeline factors. Best for active pipeline management.

Win Probability

47.2%

Key Drivers

Time in current pipeline stage
-1.493
Brand new pursuit (vs renewal)
-0.947
Lead sales credit %
-0.694

Plain English

The model a: planning estimates a moderate probability of winning (47%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

6.7%

Key Drivers

Deal size
-0.844
Brand new pursuit (vs renewal)
-0.815
Service sub-line track record
-0.527

Plain English

The model b: early signal estimates a low probability of winning (7%). Factors working against: deal size, brand new pursuit (vs renewal), service sub-line track record.