QualifyPast Due

High-Impact Business Intelligence Phase III - Pilot

ID: 8781203-30

Potential Value

$86,950

Deal Value

$0

Stated Probability

10%

Days in Pipeline

712

Client & Account

Client

Omega Financial Systems

City

Washington

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Organization & People

Opportunity Sub-SL

PAS - Tax

Competency

PAS - Reward and People Transactions

Global Service Code

Health & Safety Review (81624)

People & Dates

Partner

Ward Jacob

Pursuit Leader

Kelly Raymond

Open Date

May 31, 2024

Anticipated Win Date

Apr 6, 2026

Close Date

N/A

Details

Description

High-Impact Business Intelligence Phase III - Pilot

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

71.4%

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

$29,586

Key Triage Drivers

Work type
+0.692
Opportunity business unit
+0.577
Market segment
-0.434

Win Probability Models

P(Pursue)

71.4%

Model A: Planning

47.7%

Model B: Early Signal

8.4%

Stated Probability

10%

Model A: Planning

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

Win Probability

47.7%

Key Drivers

Time in current pipeline stage
-1.119
Brand new pursuit (vs renewal)
-0.851
Lead sales credit %
-0.697

Plain English

The model a: planning estimates a moderate probability of winning (48%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

8.4%

Key Drivers

Deal size vs service line median
-0.664
Brand new pursuit (vs renewal)
-0.659
Sub-sector track record
-0.531

Plain English

The model b: early signal estimates a low probability of winning (8%). Factors working against: deal size vs service line median, brand new pursuit (vs renewal), sub-sector track record.