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Dynamic Asset Management Roadmap

ID: 2964710-30

Potential Value

$500,000

Deal Value

$0

Stated Probability

30%

Days in Pipeline

272

Client & Account

Client

Crest Resources

City

Dallas

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Customer & Growth

Opportunity Sub-SL

Customer & Growth

Competency

Customer Experience

Global Service Code

Product Strategy - SellSep (80328)

People & Dates

Partner

Sharma Laura

Pursuit Leader

Hall Kimberly

Open Date

Aug 14, 2025

Anticipated Win Date

Apr 3, 2026

Close Date

N/A

Details

Description

Dynamic Asset Management Roadmap

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

42.1%

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

$127,072

Key Triage Drivers

Work type
+0.690
Deal size
-0.405
Service sub-line track record
-0.398

Win Probability Models

P(Pursue)

42.1%

Model A: Planning

60.4%

Model B: Early Signal

15.9%

Stated Probability

30%

Model A: Planning

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

Win Probability

60.4%

Key Drivers

Brand new pursuit (vs renewal)
-0.923
Lead sales credit %
-0.820
Service sub-line track record
-0.702

Plain English

The model a: planning estimates a moderate probability of winning (60%). 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

15.9%

Key Drivers

Deal size
-0.832
Brand new pursuit (vs renewal)
-0.688
Service sub-line track record
-0.583

Plain English

The model b: early signal estimates a low probability of winning (16%). Factors working against: deal size, brand new pursuit (vs renewal), service sub-line track record.