PursueOver 90 Days

Scalable Customer Experience Solution

ID: 4515901-40

Potential Value

$36,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

586

Client & Account

Client

Omega 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

Internal Controls (50733)

People & Dates

Partner

Flores Lars

Pursuit Leader

Edwards Victoria

Open Date

Oct 4, 2024

Anticipated Win Date

Jul 1, 2027

Close Date

N/A

Details

Description

Scalable Customer Experience Solution

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

92.8%

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

$31,858

Key Triage Drivers

Work type
+0.676
Service sub-line track record
+0.470
Opportunity business unit
+0.427

Win Probability Models

P(Pursue)

92.8%

Model A: Planning

95.4%

Model B: Early Signal

91.5%

Stated Probability

50%

Model A: Planning

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

Win Probability

95.4%

Key Drivers

Time in current pipeline stage
-1.085
Lead sales credit %
-0.948
Brand new pursuit (vs renewal)
+0.793

Plain English

The model a: planning estimates a high probability of winning (95%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

91.5%

Key Drivers

Brand new pursuit (vs renewal)
+0.551
Market segment
-0.545
Account business unit
-0.464

Plain English

The model b: early signal estimates a high probability of winning (91%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, account business unit.