IdentifyOver 90 Days

Predictive Finance Automation

ID: 5537739-50

Potential Value

$70,000

Deal Value

$0

Stated Probability

20%

Days in Pipeline

142

Client & Account

Client

Iron Digital Inc

City

Chicago

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

Ramirez Fernando

Pursuit Leader

Thomas Maria

Open Date

Dec 22, 2025

Anticipated Win Date

Sep 18, 2026

Close Date

N/A

Details

Description

Predictive Finance Automation

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

73.7%

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

$41,191

Key Triage Drivers

Opportunity business unit
+0.595
Work type
+0.581
Market segment
-0.438

Win Probability Models

P(Pursue)

73.7%

Model A: Planning

79.8%

Model B: Early Signal

51.7%

Stated Probability

20%

Model A: Planning

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

Win Probability

79.8%

Key Drivers

Deal age (days since open)
-0.878
Brand new pursuit (vs renewal)
-0.844
Lead sales credit %
-0.727

Plain English

The model a: planning estimates a high probability of winning (80%). Factors working against: deal age (days since open), brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

51.7%

Key Drivers

Sub-sector track record
+0.812
Brand new pursuit (vs renewal)
-0.553
Market segment
-0.537

Plain English

The model b: early signal estimates a moderate probability of winning (52%). Factors working in favor: sub-sector track record. Factors working against: brand new pursuit (vs renewal), market segment.