ClosingOver 90 Days

Agile Customer Experience Diagnostic

ID: 7657562-10

Potential Value

$105,000

Deal Value

$0

Stated Probability

100%

Days in Pipeline

251

Client & Account

Client

Spectrum Group

City

Philadelphia

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Audit & Governance

Opportunity Sub-SL

Audit

Competency

Audit (CORE)

Global Service Code

Trade Compliance (46686)

People & Dates

Partner

Bernard Kathleen

Pursuit Leader

Nelson Richard

Open Date

Sep 4, 2025

Anticipated Win Date

Sep 3, 2026

Close Date

N/A

Details

Description

Agile Customer Experience Diagnostic

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

96.3%

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

$99,416

Key Triage Drivers

Work type
+0.761
Non-recurring work
+0.727
Opportunity business unit
+0.352

Win Probability Models

P(Pursue)

96.3%

Model A: Planning

98.4%

Model B: Early Signal

94.3%

Stated Probability

100%

Model A: Planning

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

Win Probability

98.4%

Key Drivers

Brand new pursuit (vs renewal)
+1.504
Deal age (days since open)
-0.840
Lead sales credit %
-0.836

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: deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

94.3%

Key Drivers

Brand new pursuit (vs renewal)
+0.860
Market segment
-0.672
Sub-sector track record
+0.619

Plain English

The model b: early signal estimates a high probability of winning (94%). Factors working in favor: brand new pursuit (vs renewal), sub-sector track record. Factors working against: market segment.