IdentifyPast Due

Intelligent Compliance Deployment (Amended)

ID: 2419096-40

Potential Value

$150,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

117

Client & Account

Client

Oak Advisors

City

Dallas

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - BTA

Global Service Code

Workforce Development (31835)

People & Dates

Partner

Romero Dieter

Pursuit Leader

Hansen Madison

Open Date

Jan 16, 2026

Anticipated Win Date

Mar 27, 2026

Close Date

N/A

Details

Description

Intelligent Compliance Deployment (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

72.0%

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

$25,517

Key Triage Drivers

Work type
+0.603
Opportunity business unit
+0.591
Service sub-line track record
+0.409

Win Probability Models

P(Pursue)

72.0%

Model A: Planning

23.6%

Model B: Early Signal

6.4%

Stated Probability

10%

Model A: Planning

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

Win Probability

23.6%

Key Drivers

Brand new pursuit (vs renewal)
-1.215
Deal age (days since open)
-0.997
Lead sales credit %
-0.715

Plain English

The model a: planning estimates a low probability of winning (24%). Factors working against: brand new pursuit (vs renewal), deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

6.4%

Key Drivers

Brand new pursuit (vs renewal)
-0.858
Market segment
-0.602
Account business unit
-0.594

Plain English

The model b: early signal estimates a low probability of winning (6%). Factors working against: brand new pursuit (vs renewal), market segment, account business unit.