Scalable Asset Management Phase I
ID: 2066272-20
Potential Value
$750,656
Deal Value
$0
Stated Probability
85%
Days in Pipeline
232
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
Indirect
Competency
Indirect Tax - Core
Global Service Code
Regulatory Technology (79039)
Partner
Ward Linda
Pursuit Leader
Ross Diana
Open Date
Sep 23, 2025
Anticipated Win Date
Jul 6, 2026
Close Date
N/A
Description
Scalable Asset Management Phase I
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
95.4%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$694,285
Key Triage Drivers
Win Probability Models
P(Pursue)
95.4%
Model A: Planning
96.9%
Model B: Early Signal
74.9%
Stated Probability
85%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
96.9%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (97%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: lead sales credit %.
Excludes timeline factors. Better for early-stage assessment.
Win Probability
74.9%
Key Drivers
Plain English
The model b: early signal estimates a high probability of winning (75%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, service sub-line track record.