IdentifyOver 90 Days

Proactive Operations Optimization - FY25

ID: 1752171-10

Potential Value

$1,000,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

838

Client & Account

Client

Granite Banking Advisors

City

Dallas

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Assurance

Field of Play

Technology

Opportunity Sub-SL

Forensics

Competency

Discovery & Analytics

Global Service Code

Benchmarking Services - Transformation (55783)

People & Dates

Partner

Schneider Michelle

Pursuit Leader

Carter Emma

Open Date

Jan 26, 2024

Anticipated Win Date

Sep 30, 2027

Close Date

N/A

Details

Description

Proactive Operations Optimization - FY25

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

71.9%

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

$524,721

Key Triage Drivers

Work type
+0.691
Renewal pursuit
+0.535
Service sub-line track record
-0.393

Win Probability Models

P(Pursue)

71.9%

Model A: Planning

73.0%

Model B: Early Signal

60.8%

Stated Probability

50%

Model A: Planning

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

Win Probability

73.0%

Key Drivers

Time in current pipeline stage
-1.617
Brand new pursuit (vs renewal)
+1.217
Lead sales credit %
-0.923

Plain English

The model a: planning estimates a high probability of winning (73%). 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

60.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.108
Renewal pursuit
+0.598
Service sub-line track record
-0.551

Plain English

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