IdentifyOver 90 Days

Automated Finance Roadmap - FY26

ID: 4575074-30

Potential Value

$800,000

Deal Value

$0

Stated Probability

75%

Days in Pipeline

104

Client & Account

Client

Gateway Regional Logistics

City

Dallas

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

SaT

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy and Execution

Competency

S&E - Reimagine Reshape & Grow

Global Service Code

Vendor Management (81707)

People & Dates

Partner

Jackson Theresa

Pursuit Leader

Thomas Marie

Open Date

Jan 29, 2026

Anticipated Win Date

Jul 31, 2026

Close Date

N/A

Details

Description

Automated Finance Roadmap - FY26

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

96.8%

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

$732,809

Key Triage Drivers

Work type
+0.798
Non-recurring work
+0.791
Recurring/additional sale
+0.490

Win Probability Models

P(Pursue)

96.8%

Model A: Planning

94.6%

Model B: Early Signal

93.8%

Stated Probability

75%

Model A: Planning

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

Win Probability

94.6%

Key Drivers

Brand new pursuit (vs renewal)
+1.948
Deal age (days since open)
-0.895
Lead sales credit %
-0.851

Plain English

The model a: planning estimates a high probability of winning (95%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

93.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.212
Recurring/additional sale
+0.625
OpportunityType Additional Sales Opportunity
+0.503

Plain English

The model b: early signal estimates a high probability of winning (94%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale, opportunitytype additional sales opportunity.