IdentifyPast Due

Cross-Functional Finance Advisory (Revised)

ID: 9346795-40

Potential Value

$525,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

84

Client & Account

Client

Legacy Alliance

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Finance

Opportunity Sub-SL

FAAS

Competency

FAAS - Treasury, Commodities and finance specialisms

Global Service Code

Stakeholder Engagement - CorpFin (49410)

People & Dates

Partner

Davis Jean

Pursuit Leader

Davis François

Open Date

Feb 18, 2026

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Cross-Functional Finance Advisory (Revised)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

59.1%

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

$55,347

Key Triage Drivers

Work type
+0.582
Service sub-line track record
-0.531
Opportunity business unit
+0.415

Win Probability Models

P(Pursue)

59.1%

Model A: Planning

17.8%

Model B: Early Signal

3.5%

Stated Probability

10%

Model A: Planning

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

Win Probability

17.8%

Key Drivers

Brand new pursuit (vs renewal)
-1.238
Service sub-line track record
-0.910
Opportunity business unit
+0.653

Plain English

The model a: planning estimates a low probability of winning (18%). Factors working in favor: opportunity business unit. Factors working against: brand new pursuit (vs renewal), service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.5%

Key Drivers

Brand new pursuit (vs renewal)
-0.781
Service sub-line track record
-0.735
Deal size vs service line median
-0.666

Plain English

The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size vs service line median.