ClosingOver 90 Days

Strategic Finance Phase I (Amended)

ID: 1964391-40

Potential Value

$16,289

Deal Value

$0

Stated Probability

80%

Days in Pipeline

317

Client & Account

Client

Phoenix Worldwide

City

Lyon

Region

Europe West

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Finance

Opportunity Sub-SL

PAS - Tax

Competency

PAS - Global Payroll

Global Service Code

Security Assessment - CorpFin (75043)

People & Dates

Partner

Ross Karen

Pursuit Leader

Wood Madison

Open Date

Jun 30, 2025

Anticipated Win Date

Jun 30, 2027

Close Date

N/A

Details

Description

Strategic Finance Phase I (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

92.1%

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

$13,273

Key Triage Drivers

Work type
+0.714
Opportunity business unit
+0.658
Service sub-line track record
+0.403

Win Probability Models

P(Pursue)

92.1%

Model A: Planning

88.5%

Model B: Early Signal

94.2%

Stated Probability

80%

Model A: Planning

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

Win Probability

88.5%

Key Drivers

Time in current pipeline stage
-1.441
Brand new pursuit (vs renewal)
+1.200
Lead sales credit %
-0.846

Plain English

The model a: planning estimates a high probability of winning (88%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

94.2%

Key Drivers

Brand new pursuit (vs renewal)
+0.667
Renewal pursuit
+0.486
Account business unit
-0.395

Plain English

The model b: early signal estimates a high probability of winning (94%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: account business unit.