IdentifyPast Due

Intelligent Finance Strategy

ID: 2557348-40

Potential Value

$10,000

Deal Value

$0

Stated Probability

100%

Days in Pipeline

193

Client & Account

Client

Solaris Civic Solutions

City

San Francisco

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

GCR

Competency

GCR - TARAS

Global Service Code

Dispute Resolution (72989)

People & Dates

Partner

Patel Kathleen

Pursuit Leader

Bailey Elizabeth

Open Date

Nov 1, 2025

Anticipated Win Date

Jan 30, 2026

Close Date

N/A

Details

Description

Intelligent Finance Strategy

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

96.2%

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

$9,481

Key Triage Drivers

Service sub-line track record
+0.831
Work type
+0.788
Region track record
+0.650

Win Probability Models

P(Pursue)

96.2%

Model A: Planning

98.5%

Model B: Early Signal

97.3%

Stated Probability

100%

Model A: Planning

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

Win Probability

98.5%

Key Drivers

Market segment
-1.387
Lead sales credit %
-0.851
Deal age (days since open)
-0.844

Plain English

The model a: planning estimates a high probability of winning (99%). Factors working against: market segment, lead sales credit %, deal age (days since open).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

97.3%

Key Drivers

Market segment
-0.763
Service sub-line track record
+0.707
Account business unit
-0.698

Plain English

The model b: early signal estimates a high probability of winning (97%). Factors working in favor: service sub-line track record. Factors working against: market segment, account business unit.