Comprehensive Finance Review
ID: 5737223-50
Potential Value
$450,000
Deal Value
$0
Stated Probability
75%
Days in Pipeline
239
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
Indirect
Competency
Indirect Tax - Core
Global Service Code
Platform Engineering (89490)
Partner
Herrera Jessica
Pursuit Leader
Brooks Jacob
Open Date
Sep 16, 2025
Anticipated Win Date
May 29, 2026
Close Date
N/A
Description
Comprehensive Finance Review
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
82.2%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$330,862
Key Triage Drivers
Win Probability Models
P(Pursue)
82.2%
Model A: Planning
89.5%
Model B: Early Signal
68.2%
Stated Probability
75%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
89.5%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (89%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: lead sales credit %, deal age (days since open).
Excludes timeline factors. Better for early-stage assessment.
Win Probability
68.2%
Key Drivers
Plain English
The model b: early signal estimates a moderate probability of winning (68%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: service sub-line track record, deal size.