Pursue30-60 Days

Intelligent Risk Management Analysis (Amended)

ID: 5455707-10

Potential Value

$1,178,135

Deal Value

$0

Stated Probability

85%

Days in Pipeline

518

Client & Account

Client

Keystone Advisors

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy & Transformation

Competency

Enterprise Transformation

Global Service Code

Process Reengineering (74403)

People & Dates

Partner

Collins Catherine

Pursuit Leader

Martin Angela

Open Date

Dec 11, 2024

Anticipated Win Date

May 29, 2026

Close Date

N/A

Details

Description

Intelligent Risk Management Analysis (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

95.1%

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

$1,083,879

Key Triage Drivers

Non-recurring work
+0.877
Work type
+0.815
Recurring/additional sale
+0.462

Win Probability Models

P(Pursue)

95.1%

Model A: Planning

96.8%

Model B: Early Signal

90.8%

Stated Probability

85%

Model A: Planning

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

Win Probability

96.8%

Key Drivers

Time in current pipeline stage
-1.827
Brand new pursuit (vs renewal)
+1.498
Lead sales credit %
-0.761

Plain English

The model a: planning estimates a high probability of winning (97%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

90.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.132
Recurring/additional sale
+0.457
OpportunityType Additional Sales Opportunity
+0.446

Plain English

The model b: early signal estimates a high probability of winning (91%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale, opportunitytype additional sales opportunity.