Qualify30-60 Days

Proactive Performance Management Initiative

ID: 1107147-50

Potential Value

$17,132

Deal Value

$0

Stated Probability

45%

Days in Pipeline

103

Client & Account

Client

Zenith Advisors

City

Hong Kong

Region

Asia East

Sub-Sector

FED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

GCR

Competency

GCR - Core

Global Service Code

Regulatory Technology (93767)

People & Dates

Partner

Wagner Joan

Pursuit Leader

Wilson Laurent

Open Date

Jan 30, 2026

Anticipated Win Date

May 31, 2026

Close Date

N/A

Details

Description

Proactive Performance Management Initiative

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

91.4%

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

$13,172

Key Triage Drivers

Service sub-line track record
+0.837
Opportunity business unit
+0.748
Work type
+0.605

Win Probability Models

P(Pursue)

91.4%

Model A: Planning

84.1%

Model B: Early Signal

47.1%

Stated Probability

45%

Model A: Planning

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

Win Probability

84.1%

Key Drivers

Market segment
-1.446
Service sub-line track record
+0.970
Brand new pursuit (vs renewal)
-0.844

Plain English

The model a: planning estimates a high probability of winning (84%). Factors working in favor: service sub-line track record. Factors working against: market segment, brand new pursuit (vs renewal).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

47.1%

Key Drivers

Market segment
-0.744
Account business unit
-0.609
Brand new pursuit (vs renewal)
-0.603

Plain English

The model b: early signal estimates a moderate probability of winning (47%). Factors working against: market segment, account business unit, brand new pursuit (vs renewal).