Identify30-60 Days

Responsive Internal Audit Blueprint

ID: 2420071-40

Potential Value

$25,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

287

Client & Account

Client

Orion Capital

City

San Francisco

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

Fraud Prevention (48128)

People & Dates

Partner

Henderson Eric

Pursuit Leader

Liu Emily

Open Date

Jul 30, 2025

Anticipated Win Date

Jun 1, 2026

Close Date

N/A

Details

Description

Responsive Internal Audit Blueprint

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

64.5%

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

$7,776

Key Triage Drivers

Opportunity business unit
+0.641
Work type
+0.633
Market segment
-0.302

Win Probability Models

P(Pursue)

64.5%

Model A: Planning

48.2%

Model B: Early Signal

31.8%

Stated Probability

50%

Model A: Planning

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

Win Probability

48.2%

Key Drivers

Time in current pipeline stage
-1.321
Brand new pursuit (vs renewal)
-1.092
Lead sales credit %
-0.757

Plain English

The model a: planning estimates a moderate probability of winning (48%). 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

31.8%

Key Drivers

Brand new pursuit (vs renewal)
-0.654
Service sub-line track record
-0.614
Currency (USD vs other)
-0.556

Plain English

The model b: early signal estimates a low probability of winning (32%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, currency (usd vs other).