Qualify30-60 Days

Responsive Regulatory Reporting Phase III - Renewal

ID: 8011730-30

Potential Value

$50,150

Deal Value

$0

Stated Probability

75%

Days in Pipeline

91

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

Internal Controls (50733)

People & Dates

Partner

Flores Lars

Pursuit Leader

Nakamura André

Open Date

Feb 11, 2026

Anticipated Win Date

May 12, 2026

Close Date

N/A

Details

Description

Responsive Regulatory Reporting Phase III - Renewal

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

86.6%

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

$39,919

Key Triage Drivers

Work type
+0.720
Service sub-line track record
+0.568
Opportunity business unit
+0.474

Win Probability Models

P(Pursue)

86.6%

Model A: Planning

92.0%

Model B: Early Signal

61.3%

Stated Probability

75%

Model A: Planning

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

Win Probability

92.0%

Key Drivers

Brand new pursuit (vs renewal)
+1.392
Lead sales credit %
-0.862
Market segment
-0.771

Plain English

The model a: planning estimates a high probability of winning (92%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: lead sales credit %, market segment.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

61.3%

Key Drivers

Brand new pursuit (vs renewal)
+0.906
Sub-sector track record
-0.550
Account business unit
-0.545

Plain English

The model b: early signal estimates a moderate probability of winning (61%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: sub-sector track record, account business unit.