Cross-Functional Quality Assurance Review - Phase 2
ID: 6455022-40
Potential Value
$272,797
Deal Value
$0
Stated Probability
75%
Days in Pipeline
681
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
BTS
Competency
BTS - Private Tax
Global Service Code
Fund Administration - Advisory (32210)
Partner
Gonzalez Yong
Pursuit Leader
Murphy Jean
Open Date
Jul 1, 2024
Anticipated Win Date
Jan 31, 2027
Close Date
N/A
Description
Cross-Functional Quality Assurance Review - Phase 2
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
84.6%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$218,324
Key Triage Drivers
Win Probability Models
P(Pursue)
84.6%
Model A: Planning
94.6%
Model B: Early Signal
83.3%
Stated Probability
75%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
94.6%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (95%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.
Excludes timeline factors. Better for early-stage assessment.
Win Probability
83.3%
Key Drivers
Plain English
The model b: early signal estimates a high probability of winning (83%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: market segment.