IdentifyPast Due

Enterprise Finance Scale-Up

ID: 8295766-10

Potential Value

$30,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

181

Client & Account

Client

Crimson Council

City

Dallas

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Budget Advisory (86958)

People & Dates

Partner

Patel Laurent

Pursuit Leader

Jones Joshua

Open Date

Nov 13, 2025

Anticipated Win Date

Feb 11, 2026

Close Date

N/A

Details

Description

Enterprise Finance Scale-Up

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

89.3%

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

$24,248

Key Triage Drivers

Work type
+0.852
Opportunity business unit
+0.468
Renewal pursuit
+0.392

Win Probability Models

P(Pursue)

89.3%

Model A: Planning

90.5%

Model B: Early Signal

80.1%

Stated Probability

50%

Model A: Planning

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

Win Probability

90.5%

Key Drivers

Deal age (days since open)
-1.000
Lead sales credit %
-0.855
Brand new pursuit (vs renewal)
+0.795

Plain English

The model a: planning estimates a high probability of winning (91%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

80.1%

Key Drivers

Service sub-line track record
-0.651
Brand new pursuit (vs renewal)
+0.587
Market segment
-0.517

Plain English

The model b: early signal estimates a high probability of winning (80%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: service sub-line track record, market segment.