ClosingPast Due

Core Legacy System Phase II - Extension

ID: 3603400-40

Potential Value

$14,500

Deal Value

$0

Stated Probability

100%

Days in Pipeline

404

Client & Account

Client

Synergy Financial Group

City

Denver

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

Reddy Ann

Pursuit Leader

Foster Joan

Open Date

Apr 4, 2025

Anticipated Win Date

Apr 4, 2026

Close Date

N/A

Details

Description

Core Legacy System Phase II - Extension

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

96.8%

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

$13,898

Key Triage Drivers

Work type
+0.888
Non-recurring work
+0.712
Service sub-line track record
+0.417

Win Probability Models

P(Pursue)

96.8%

Model A: Planning

99.1%

Model B: Early Signal

96.5%

Stated Probability

100%

Model A: Planning

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

Win Probability

99.1%

Key Drivers

Brand new pursuit (vs renewal)
+1.422
Lead sales credit %
-0.976
Time in current pipeline stage
-0.602

Plain English

The model a: planning estimates a high probability of winning (99%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: lead sales credit %, time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

96.5%

Key Drivers

Brand new pursuit (vs renewal)
+0.770
Market segment
-0.633
Region track record
+0.574

Plain English

The model b: early signal estimates a high probability of winning (96%). Factors working in favor: brand new pursuit (vs renewal), region track record. Factors working against: market segment.