ClosingPast Due

Agile Sustainability Scale-Up (Amended)

ID: 9137629-10

Potential Value

$296,695

Deal Value

$0

Stated Probability

50%

Days in Pipeline

236

Client & Account

Client

Terra Research Partners

City

Denver

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

Fraud Prevention (48128)

People & Dates

Partner

Williams Jeffrey

Pursuit Leader

Foster Denise

Open Date

Sep 19, 2025

Anticipated Win Date

Apr 5, 2026

Close Date

N/A

Details

Description

Agile Sustainability Scale-Up (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

69.6%

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

$72,544

Key Triage Drivers

Work type
+0.624
Opportunity business unit
+0.521
Consulting service line indicator
+0.223

Win Probability Models

P(Pursue)

69.6%

Model A: Planning

35.1%

Model B: Early Signal

2.6%

Stated Probability

50%

Model A: Planning

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

Win Probability

35.1%

Key Drivers

Brand new pursuit (vs renewal)
-1.234
Lead sales credit %
-0.726
Service sub-line track record
-0.703

Plain English

The model a: planning estimates a low probability of winning (35%). Factors working against: brand new pursuit (vs renewal), lead sales credit %, service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

2.6%

Key Drivers

Brand new pursuit (vs renewal)
-0.915
Service sub-line track record
-0.761
Deal size
-0.559

Plain English

The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.