IdentifyPast Due

Regional Revenue Assurance Phase I

ID: 2071233-20

Potential Value

$25,650

Deal Value

$0

Stated Probability

50%

Days in Pipeline

824

Client & Account

Client

Pacific Holdings

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Grant Management - Operations (40345)

People & Dates

Partner

Brown Helmut

Pursuit Leader

Thompson Thomas

Open Date

Feb 9, 2024

Anticipated Win Date

Mar 2, 2026

Close Date

N/A

Details

Description

Regional Revenue Assurance Phase I

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

91.5%

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

$21,785

Key Triage Drivers

Work type
+0.739
Service sub-line track record
+0.533
Region track record
+0.485

Win Probability Models

P(Pursue)

91.5%

Model A: Planning

92.8%

Model B: Early Signal

90.5%

Stated Probability

50%

Model A: Planning

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

Win Probability

92.8%

Key Drivers

Time in current pipeline stage
-1.091
Lead sales credit %
-0.834
Brand new pursuit (vs renewal)
+0.798

Plain English

The model a: planning estimates a high probability of winning (93%). 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

90.5%

Key Drivers

Brand new pursuit (vs renewal)
+0.601
Region track record
+0.588
Account business unit
-0.566

Plain English

The model b: early signal estimates a high probability of winning (90%). Factors working in favor: brand new pursuit (vs renewal), region track record. Factors working against: account business unit.