Cross-Functional Customer Experience Assessment
ID: 9109326-20
Potential Value
$9,936,012
Deal Value
$0
Stated Probability
90%
Days in Pipeline
238
Client
Crimson Operational Solutions
City
Dallas
Region
USLI
Sub-Sector
FED
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
Indirect
Competency
Indirect Tax - Core
Global Service Code
Regulatory Technology (79039)
Partner
Wright William
Pursuit Leader
Ward Katherine
Open Date
Sep 17, 2025
Anticipated Win Date
Dec 1, 2026
Close Date
N/A
Description
Cross-Functional Customer Experience Assessment
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
94.6%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$9,015,942
Key Triage Drivers
Win Probability Models
P(Pursue)
94.6%
Model A: Planning
95.9%
Model B: Early Signal
80.5%
Stated Probability
90%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
95.9%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (96%). 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
80.5%
Key Drivers
Plain English
The model b: early signal estimates a high probability of winning (81%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: deal size vs service line median, market segment.