Qualify60-90 Days

Sustainable Process Improvement Extension

ID: 1869649-10

Potential Value

$500,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

117

Client & Account

Client

Crystal Banking Innovations

City

Atlanta

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Logistics Planning (87034)

People & Dates

Partner

Rogers Angela

Pursuit Leader

Chavez Mark

Open Date

Jan 16, 2026

Anticipated Win Date

Jun 30, 2026

Close Date

N/A

Details

Description

Sustainable Process Improvement Extension

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

67.4%

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

$48,542

Key Triage Drivers

Work type
+0.620
Opportunity business unit
+0.560
Service sub-line track record
+0.526

Win Probability Models

P(Pursue)

67.4%

Model A: Planning

14.4%

Model B: Early Signal

3.1%

Stated Probability

50%

Model A: Planning

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

Win Probability

14.4%

Key Drivers

Brand new pursuit (vs renewal)
-1.336
Deal size
-0.880
Deal age (days since open)
-0.880

Plain English

The model a: planning estimates a low probability of winning (14%). Factors working against: brand new pursuit (vs renewal), deal size, deal age (days since open).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.1%

Key Drivers

Brand new pursuit (vs renewal)
-0.928
Deal size
-0.614
Market segment
-0.552

Plain English

The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), deal size, market segment.