Closing30-60 Days

Advanced Finance Phase I - Phase 2

ID: 9223762-50

Potential Value

$250,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

516

Client & Account

Client

Zenith Advisors

City

Denver

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Contract Management - Transformation (54498)

People & Dates

Partner

Nguyen Kenneth

Pursuit Leader

Davis Marcel

Open Date

Dec 13, 2024

Anticipated Win Date

May 15, 2026

Close Date

N/A

Details

Description

Advanced Finance Phase I - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

64.3%

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

$71,884

Key Triage Drivers

Opportunity business unit
+0.600
Work type
+0.549
Consulting service line indicator
+0.220

Win Probability Models

P(Pursue)

64.3%

Model A: Planning

44.7%

Model B: Early Signal

5.2%

Stated Probability

25%

Model A: Planning

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

Win Probability

44.7%

Key Drivers

Time in current pipeline stage
-1.616
Brand new pursuit (vs renewal)
-1.253
Lead sales credit %
-0.683

Plain English

The model a: planning estimates a moderate probability of winning (45%). 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

5.2%

Key Drivers

Brand new pursuit (vs renewal)
-0.969
Service sub-line track record
-0.685
Market segment
-0.544

Plain English

The model b: early signal estimates a low probability of winning (5%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, market segment.