ClosingPast Due

Automated Revenue Assurance Strategy - Phase 2

ID: 8330613-50

Potential Value

$83,430

Deal Value

$0

Stated Probability

90%

Days in Pipeline

155

Client & Account

Client

Lunar Healthcare Group

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

International Tax Transaction Services

Competency

ITTS - Advisory

Global Service Code

Grant Management (50417)

People & Dates

Partner

Schulz Jacqueline

Pursuit Leader

Reddy Martha

Open Date

Dec 9, 2025

Anticipated Win Date

Apr 1, 2026

Close Date

N/A

Details

Description

Automated Revenue Assurance Strategy - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

85.0%

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

$69,729

Key Triage Drivers

Work type
+0.799
Opportunity business unit
+0.436
Renewal pursuit
+0.404

Win Probability Models

P(Pursue)

85.0%

Model A: Planning

98.4%

Model B: Early Signal

95.0%

Stated Probability

90%

Model A: Planning

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

Win Probability

98.4%

Key Drivers

Market segment
-1.357
Lead sales credit %
-0.864
Brand new pursuit (vs renewal)
+0.846

Plain English

The model a: planning estimates a high probability of winning (98%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

95.0%

Key Drivers

Deal size vs service line median
-0.899
Market segment
-0.711
Account business unit
-0.686

Plain English

The model b: early signal estimates a high probability of winning (95%). Factors working against: deal size vs service line median, market segment, account business unit.