ClosingWithin 30 Days

Holistic Finance Platform - FY26

ID: 9980120-10

Potential Value

$90,000

Deal Value

$0

Stated Probability

100%

Days in Pipeline

378

Client & Account

Client

Spectrum Inc

City

Dallas

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Assurance

Field of Play

Audit & Governance

Opportunity Sub-SL

Audit

Competency

Audit (CORE)

Global Service Code

Application Modernization (97636)

People & Dates

Partner

Hoffmann Pamela

Pursuit Leader

Lopez Shirley

Open Date

Apr 30, 2025

Anticipated Win Date

May 1, 2026

Close Date

N/A

Details

Description

Holistic Finance Platform - FY26

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

97.2%

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

$86,447

Key Triage Drivers

Non-recurring work
+0.772
Work type
+0.745
Service sub-line track record
+0.583

Win Probability Models

P(Pursue)

97.2%

Model A: Planning

98.8%

Model B: Early Signal

82.6%

Stated Probability

100%

Model A: Planning

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

Win Probability

98.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.640
Lead sales credit %
-1.018
Market segment
-0.573

Plain English

The model a: planning estimates a high probability of winning (99%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: lead sales credit %, market segment.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

82.6%

Key Drivers

Brand new pursuit (vs renewal)
+0.928
Market segment
-0.665
Account business unit
-0.509

Plain English

The model b: early signal estimates a high probability of winning (83%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, account business unit.