IdentifyPast Due

Dynamic Asset Management Renewal (Revised)

ID: 2644412-50

Potential Value

-$5,000

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

CBS & Elim

Field of Play

Tax

Opportunity Sub-SL

ITTS (Elim)

Competency

ITTS - Transfer Pricing (Elim)

Global Service Code

Claims Management (50479)

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

Dynamic Asset Management Renewal (Revised)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

93.6%

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

-$4,342

Key Triage Drivers

Work type
+0.866
Service sub-line track record
+0.466
Opportunity business unit
+0.445

Win Probability Models

P(Pursue)

93.6%

Model A: Planning

92.8%

Model B: Early Signal

88.3%

Stated Probability

50%

Model A: Planning

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

Win Probability

92.8%

Key Drivers

Market segment
-1.516
Deal age (days since open)
-0.912
Lead sales credit %
-0.854

Plain English

The model a: planning estimates a high probability of winning (93%). Factors working against: market segment, deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

88.3%

Key Drivers

Market segment
-0.711
Brand new pursuit (vs renewal)
+0.701
Account business unit
-0.701

Plain English

The model b: early signal estimates a high probability of winning (88%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, account business unit.