ClosingPast Due

Critical Service Delivery Assessment - FY25

ID: 8956276-10

Potential Value

$300,000

Deal Value

$0

Stated Probability

90%

Days in Pipeline

253

Client & Account

Client

Orion Commission

City

Atlanta

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Logistics Planning (87034)

People & Dates

Partner

Ramirez Megan

Pursuit Leader

White Sophie

Open Date

Sep 2, 2025

Anticipated Win Date

Mar 15, 2026

Close Date

N/A

Details

Description

Critical Service Delivery Assessment - FY25

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

64.5%

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

$65,256

Key Triage Drivers

Opportunity business unit
+0.588
Work type
+0.582
Service sub-line track record
+0.443

Win Probability Models

P(Pursue)

64.5%

Model A: Planning

33.8%

Model B: Early Signal

3.7%

Stated Probability

90%

Model A: Planning

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

Win Probability

33.8%

Key Drivers

Brand new pursuit (vs renewal)
-1.258
Lead sales credit %
-0.745
Market segment
-0.518

Plain English

The model a: planning estimates a low probability of winning (34%). Factors working against: brand new pursuit (vs renewal), lead sales credit %, market segment.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.7%

Key Drivers

Brand new pursuit (vs renewal)
-0.875
Market segment
-0.527
Deal size
-0.498

Plain English

The model b: early signal estimates a low probability of winning (4%). Factors working against: brand new pursuit (vs renewal), market segment, deal size.