QualifyPast Due

Responsive Business Intelligence Pilot (Revised)

ID: 5841143-50

Potential Value

-$75,558

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

Indirect

Competency

Indirect Tax - Core

Global Service Code

Dispute Resolution (40029)

People & Dates

Partner

Schulz Jacqueline

Pursuit Leader

Reddy Martha

Open Date

Dec 9, 2025

Anticipated Win Date

Feb 10, 2026

Close Date

N/A

Details

Description

Responsive Business Intelligence Pilot (Revised)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

88.3%

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

-$65,078

Key Triage Drivers

Work type
+0.817
Renewal pursuit
+0.449
Opportunity business unit
+0.414

Win Probability Models

P(Pursue)

88.3%

Model A: Planning

97.5%

Model B: Early Signal

90.8%

Stated Probability

90%

Model A: Planning

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

Win Probability

97.5%

Key Drivers

Brand new pursuit (vs renewal)
+0.968
Lead sales credit %
-0.817
Service sub-line track record
-0.616

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: lead sales credit %, service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

90.8%

Key Drivers

Brand new pursuit (vs renewal)
+0.718
Sub-sector track record
+0.655
Service sub-line track record
-0.652

Plain English

The model b: early signal estimates a high probability of winning (91%). Factors working in favor: brand new pursuit (vs renewal), sub-sector track record. Factors working against: service sub-line track record.