Qualify30-60 Days

Cross-Functional Regulatory Reporting Phase III - Phase 2

ID: 2258871-30

Potential Value

$2,000,000

Deal Value

$0

Stated Probability

40%

Days in Pipeline

895

Client & Account

Client

Crest Ventures

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Customer & Growth

Opportunity Sub-SL

Customer & Growth

Competency

Product & Service Innovation

Global Service Code

Identity Management (86343)

People & Dates

Partner

Watson Kathryn

Pursuit Leader

Chen Priya

Open Date

Nov 30, 2023

Anticipated Win Date

May 18, 2026

Close Date

N/A

Details

Description

Cross-Functional Regulatory Reporting Phase III - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

35.7%

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

$277,221

Key Triage Drivers

Work type
+0.671
Service sub-line track record
-0.418
Consulting service line indicator
-0.244

Win Probability Models

P(Pursue)

35.7%

Model A: Planning

38.9%

Model B: Early Signal

6.9%

Stated Probability

40%

Model A: Planning

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

Win Probability

38.9%

Key Drivers

Time in current pipeline stage
-1.444
Brand new pursuit (vs renewal)
-1.031
Lead sales credit %
-0.683

Plain English

The model a: planning estimates a low probability of winning (39%). 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

6.9%

Key Drivers

Brand new pursuit (vs renewal)
-0.800
Service sub-line track record
-0.687
Deal size
-0.486

Plain English

The model b: early signal estimates a low probability of winning (7%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.