Regional Stakeholder Engagement Advisory (Amended)
ID: 8571590-20
Potential Value
$21,487
Deal Value
$0
Stated Probability
75%
Days in Pipeline
673
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
BTS
Competency
BTS - Private Tax
Global Service Code
Fund Administration - Advisory (32210)
Partner
Herrera Catherine
Pursuit Leader
King Mark
Open Date
Jul 9, 2024
Anticipated Win Date
Jan 31, 2027
Close Date
N/A
Description
Regional Stakeholder Engagement Advisory (Amended)
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
89.6%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$17,670
Key Triage Drivers
Win Probability Models
P(Pursue)
89.6%
Model A: Planning
91.7%
Model B: Early Signal
87.9%
Stated Probability
75%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
91.7%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (92%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.
Excludes timeline factors. Better for early-stage assessment.
Win Probability
87.9%
Key Drivers
Plain English
The model b: early signal estimates a high probability of winning (88%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, account business unit.