IdentifyPast Due

Sustainable Inclusion & Diversity Advisory - Extension

ID: 3308837-40

Potential Value

$96,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

453

Client & Account

Client

Optima Research Associates

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Platform Engineering (89490)

People & Dates

Partner

Scott Ingrid

Pursuit Leader

Cruz Emily

Open Date

Feb 14, 2025

Anticipated Win Date

Dec 31, 2025

Close Date

N/A

Details

Description

Sustainable Inclusion & Diversity Advisory - Extension

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

91.9%

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

$82,983

Key Triage Drivers

Work type
+0.765
Non-recurring work
+0.608
Opportunity business unit
+0.413

Win Probability Models

P(Pursue)

91.9%

Model A: Planning

94.1%

Model B: Early Signal

85.2%

Stated Probability

50%

Model A: Planning

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

Win Probability

94.1%

Key Drivers

Time in current pipeline stage
-1.651
Brand new pursuit (vs renewal)
+1.062
Recurring/additional sale
+0.661

Plain English

The model a: planning estimates a high probability of winning (94%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

85.2%

Key Drivers

Brand new pursuit (vs renewal)
+0.856
Market segment
-0.559
Deal size vs service line median
-0.487

Plain English

The model b: early signal estimates a high probability of winning (85%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, deal size vs service line median.