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Dynamic Business Intelligence Framework

ID: 3716565-20

Potential Value

$1,500,000

Deal Value

$0

Stated Probability

40%

Days in Pipeline

156

Client & Account

Client

Momentum Capital

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Sustainability

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Data Analytics - Review (64993)

People & Dates

Partner

Campbell Emily

Pursuit Leader

Bell Klaus

Open Date

Dec 8, 2025

Anticipated Win Date

Mar 15, 2026

Close Date

N/A

Details

Description

Dynamic Business Intelligence Framework

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

59.6%

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

$203,214

Key Triage Drivers

Work type
+0.651
Opportunity business unit
+0.470
Deal size
-0.323

Win Probability Models

P(Pursue)

59.6%

Model A: Planning

22.8%

Model B: Early Signal

4.3%

Stated Probability

40%

Model A: Planning

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

Win Probability

22.8%

Key Drivers

Brand new pursuit (vs renewal)
-1.211
Deal size vs service line median
-0.778
Lead sales credit %
-0.696

Plain English

The model a: planning estimates a low probability of winning (23%). Factors working against: brand new pursuit (vs renewal), deal size vs service line median, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

4.3%

Key Drivers

Brand new pursuit (vs renewal)
-0.765
Deal size vs service line median
-0.676
Service sub-line track record
-0.651

Plain English

The model b: early signal estimates a low probability of winning (4%). Factors working against: brand new pursuit (vs renewal), deal size vs service line median, service sub-line track record.