IdentifyOver 90 Days

Unified Program Management Optimization

ID: 3052679-30

Potential Value

$2,500,000

Deal Value

$910,000

Stated Probability

5%

Days in Pipeline

461

Client & Account

Client

Pathfinder Insurance Solutions

City

Washington

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Customer & Growth

Opportunity Sub-SL

Customer & Growth

Competency

Sales Transformation

Global Service Code

Incident Response (57872)

People & Dates

Partner

Takahashi Ryan

Pursuit Leader

Cook Miguel

Open Date

Feb 6, 2025

Anticipated Win Date

Nov 30, 2026

Close Date

N/A

Details

Description

Unified Program Management Optimization

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

65.2%

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

$1,529,540

Key Triage Drivers

Non-recurring work
+0.744
Work type
+0.718
Recurring/additional sale
+0.389

Win Probability Models

P(Pursue)

65.2%

Model A: Planning

93.9%

Model B: Early Signal

84.2%

Stated Probability

5%

Model A: Planning

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

Win Probability

93.9%

Key Drivers

Time in current pipeline stage
-2.008
Brand new pursuit (vs renewal)
+1.564
Recurring/additional sale
+0.834

Plain English

The model a: planning estimates a high probability of winning (94%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

84.2%

Key Drivers

Brand new pursuit (vs renewal)
+1.054
Deal size
-0.630
Recurring/additional sale
+0.529

Plain English

The model b: early signal estimates a high probability of winning (84%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: deal size.