IdentifyWithin 30 Days

Unified Performance Management Enhancement - Phase 3

ID: 9418584-20

Potential Value

$400,000

Deal Value

$0

Stated Probability

80%

Days in Pipeline

163

Client & Account

Client

Cedar Board

City

Washington

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Grant Management - Operations (40345)

People & Dates

Partner

Morris Hannah

Pursuit Leader

Laurent Brian

Open Date

Dec 1, 2025

Anticipated Win Date

Apr 30, 2026

Close Date

N/A

Details

Description

Unified Performance Management Enhancement - Phase 3

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

90.4%

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

$349,771

Key Triage Drivers

Work type
+0.656
Service sub-line track record
+0.527
Renewal pursuit
+0.413

Win Probability Models

P(Pursue)

90.4%

Model A: Planning

96.8%

Model B: Early Signal

66.8%

Stated Probability

80%

Model A: Planning

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

Win Probability

96.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.718
Lead sales credit %
-0.938
Time in current pipeline stage
+0.620

Plain English

The model a: planning estimates a high probability of winning (97%). Factors working in favor: brand new pursuit (vs renewal), time in current pipeline stage. Factors working against: lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

66.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.159
Market segment
-0.557
Renewal pursuit
+0.521

Plain English

The model b: early signal estimates a moderate probability of winning (67%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: market segment.