QualifyOver 90 Days

Responsive Inclusion & Diversity Extension - Renewal

ID: 8416590-10

Potential Value

$325,000

Deal Value

$300,000

Stated Probability

25%

Days in Pipeline

1225

Client & Account

Client

Orion Financial Foundation

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - BTA

Global Service Code

Workforce Development (31835)

People & Dates

Partner

Romero Dieter

Pursuit Leader

Reyes Marcel

Open Date

Jan 4, 2023

Anticipated Win Date

Jul 23, 2026

Close Date

N/A

Details

Description

Responsive Inclusion & Diversity Extension - Renewal

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

69.7%

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

$65,302

Key Triage Drivers

Opportunity business unit
+0.579
Work type
+0.573
Service sub-line track record
+0.425

Win Probability Models

P(Pursue)

69.7%

Model A: Planning

28.8%

Model B: Early Signal

4.0%

Stated Probability

25%

Model A: Planning

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

Win Probability

28.8%

Key Drivers

Time in current pipeline stage
-1.280
Brand new pursuit (vs renewal)
-1.185
Lead sales credit %
-0.742

Plain English

The model a: planning estimates a low probability of winning (29%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

4.0%

Key Drivers

Brand new pursuit (vs renewal)
-0.914
Market segment
-0.569
Deal size
-0.519

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.