Dynamic Finance Strategy
ID: 1691364-20
Potential Value
-$125,305
Deal Value
$0
Stated Probability
10%
Days in Pipeline
93
Service Line
CBS & Elim
Field of Play
Tax
Opportunity Sub-SL
ITTS (Elim)
Competency
ITTS Tax Policy and Controversy (Elim)
Global Service Code
Immigration Services (72313)
Partner
Morris Sanjay
Pursuit Leader
Howard Jacqueline
Open Date
Feb 9, 2026
Anticipated Win Date
Jun 30, 2026
Close Date
N/A
Description
Dynamic Finance Strategy
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
80.0%
Expected Value (EV = P(Pursue) × P(Win) × Value)
-$71,780
Key Triage Drivers
Win Probability Models
P(Pursue)
80.0%
Model A: Planning
71.6%
Model B: Early Signal
18.4%
Stated Probability
10%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
71.6%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (72%). Factors working against: market segment, brand new pursuit (vs renewal), account track record.
Excludes timeline factors. Better for early-stage assessment.
Win Probability
18.4%
Key Drivers
Plain English
The model b: early signal estimates a low probability of winning (18%). Factors working against: deal size vs service line median, account business unit, market segment.