ClosingOver 90 Days

Strategic Digital Transformation Renewal - Phase 3

ID: 7713225-20

Potential Value

$15,000

Deal Value

$0

Stated Probability

75%

Days in Pipeline

336

Client & Account

Client

Sigma Financial Network

City

Denver

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

Sep 9, 2027

Close Date

N/A

Details

Description

Strategic Digital Transformation Renewal - Phase 3

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

77.1%

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

$8,357

Key Triage Drivers

Work type
+0.620
Opportunity business unit
+0.577
Market segment
-0.486

Win Probability Models

P(Pursue)

77.1%

Model A: Planning

72.3%

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

72.3%

Key Drivers

Time in current pipeline stage
-1.362
Deal age (days since open)
-0.972
Lead sales credit %
-0.725

Plain English

The model a: planning estimates a high probability of winning (72%). Factors working against: time in current pipeline stage, deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

61.3%

Key Drivers

Market segment
-0.529
Currency (USD vs other)
-0.455
Brand new pursuit (vs renewal)
-0.445

Plain English

The model b: early signal estimates a moderate probability of winning (61%). Factors working against: market segment, currency (usd vs other), brand new pursuit (vs renewal).