PursueOver 90 Days

Digital Finance Roadmap (Revised)

ID: 9496310-40

Potential Value

$1,500,000

Deal Value

$1,500,000

Stated Probability

90%

Days in Pipeline

377

Client & Account

Client

Terra Commission

City

Dallas

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

Romero Susan

Pursuit Leader

Coleman Scott

Open Date

May 1, 2025

Anticipated Win Date

Jul 1, 2027

Close Date

N/A

Details

Description

Digital Finance Roadmap (Revised)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

92.4%

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

$1,271,103

Key Triage Drivers

Non-recurring work
+0.896
Work type
+0.809
Recurring/additional sale
+0.466

Win Probability Models

P(Pursue)

92.4%

Model A: Planning

91.7%

Model B: Early Signal

94.1%

Stated Probability

90%

Model A: Planning

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

Win Probability

91.7%

Key Drivers

Time in current pipeline stage
-2.233
Brand new pursuit (vs renewal)
+1.469
Lead sales credit %
-0.812

Plain English

The model a: planning estimates a high probability of winning (92%). 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

94.1%

Key Drivers

Brand new pursuit (vs renewal)
+1.134
Recurring/additional sale
+0.537
OpportunityType Additional Sales Opportunity
+0.478

Plain English

The model b: early signal estimates a high probability of winning (94%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale, opportunitytype additional sales opportunity.