ClosingOver 90 Days

Scalable Asset Management Phase I

ID: 5397044-50

Potential Value

$10,000

Deal Value

$0

Stated Probability

75%

Days in Pipeline

336

Client & Account

Client

Crystal Regulatory Worldwide

City

San Francisco

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - BTA

Global Service Code

Data Analytics (89813)

People & Dates

Partner

Flores Lars

Pursuit Leader

Edwards Victoria

Open Date

Jun 11, 2025

Anticipated Win Date

Jun 10, 2027

Close Date

N/A

Details

Description

Scalable Asset Management Phase I

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

79.3%

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

$2,316

Key Triage Drivers

Work type
+0.676
Opportunity business unit
+0.641
Service sub-line track record
+0.516

Win Probability Models

P(Pursue)

79.3%

Model A: Planning

29.2%

Model B: Early Signal

23.3%

Stated Probability

75%

Model A: Planning

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

Win Probability

29.2%

Key Drivers

Time in current pipeline stage
-1.573
Brand new pursuit (vs renewal)
-0.933
Deal age (days since open)
-0.754

Plain English

The model a: planning estimates a low probability of winning (29%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), deal age (days since open).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

23.3%

Key Drivers

Sub-sector track record
-0.598
Brand new pursuit (vs renewal)
-0.586
Account business unit
-0.518

Plain English

The model b: early signal estimates a low probability of winning (23%). Factors working against: sub-sector track record, brand new pursuit (vs renewal), account business unit.