Agile Finance Engagement
ID: 9135904-20
Potential Value
$8,000,000
Deal Value
$0
Stated Probability
10%
Days in Pipeline
91
Client
Compass Partners
City
Chicago
Region
USLI
Sub-Sector
SLED
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
Indirect
Competency
Indirect Tax - Core
Global Service Code
Regulatory Technology (79039)
Partner
Dubois Joseph
Pursuit Leader
Wood Helen
Open Date
Feb 11, 2026
Anticipated Win Date
Mar 16, 2026
Close Date
N/A
Description
Agile Finance Engagement
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
78.1%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$869,610
Key Triage Drivers
Win Probability Models
P(Pursue)
78.1%
Model A: Planning
13.9%
Model B: Early Signal
2.6%
Stated Probability
10%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
13.9%
Key Drivers
Plain English
The model a: planning estimates a low probability of winning (14%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.
Excludes timeline factors. Better for early-stage assessment.
Win Probability
2.6%
Key Drivers
Plain English
The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.