Pursue30-60 Days

Holistic Customer Experience Enhancement

ID: 2029415-10

Potential Value

$1

Deal Value

$0

Stated Probability

20%

Days in Pipeline

476

Client & Account

Client

Oak Worldwide

City

Chicago

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Consulting

Field of Play

Finance

Opportunity Sub-SL

Finance´

Competency

Business Planning, Reporting & Analytics

Global Service Code

Internal Controls - Management (52177)

People & Dates

Partner

Hall Justin

Pursuit Leader

Ruiz Samuel

Open Date

Jan 22, 2025

Anticipated Win Date

May 30, 2026

Close Date

N/A

Details

Description

Holistic Customer Experience Enhancement

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

12.5%

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

$0

Key Triage Drivers

Service sub-line track record
-0.580
Work type
+0.507
Deal size
-0.423

Win Probability Models

P(Pursue)

12.5%

Model A: Planning

26.0%

Model B: Early Signal

14.7%

Stated Probability

20%

Model A: Planning

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

Win Probability

26.0%

Key Drivers

Time in current pipeline stage
-1.498
Brand new pursuit (vs renewal)
-1.051
Lead sales credit %
-0.644

Plain English

The model a: planning estimates a low probability of winning (26%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

14.7%

Key Drivers

Brand new pursuit (vs renewal)
-0.614
Service sub-line track record
-0.550
Sub-sector track record
-0.401

Plain English

The model b: early signal estimates a low probability of winning (15%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, sub-sector track record.