IdentifyPast Due

Holistic Performance Management Advisory

ID: 5027157-10

Potential Value

$1,000,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

303

Client & Account

Client

Lunar Dynamics

City

Atlanta

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Finance

Opportunity Sub-SL

FAAS

Competency

FAAS - Financial applications, processes and analytics

Global Service Code

Strategic Advisory - Strat (79108)

People & Dates

Partner

Young Jean

Pursuit Leader

Morris Elizabeth

Open Date

Jul 14, 2025

Anticipated Win Date

Feb 13, 2026

Close Date

N/A

Details

Description

Holistic Performance Management Advisory

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

42.4%

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

$134,058

Key Triage Drivers

Work type
+0.631
Service sub-line track record
-0.510
Opportunity business unit
+0.429

Win Probability Models

P(Pursue)

42.4%

Model A: Planning

31.6%

Model B: Early Signal

5.3%

Stated Probability

50%

Model A: Planning

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

Win Probability

31.6%

Key Drivers

Brand new pursuit (vs renewal)
-1.123
Time in current pipeline stage
-0.910
Lead sales credit %
-0.727

Plain English

The model a: planning estimates a low probability of winning (32%). Factors working against: brand new pursuit (vs renewal), time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

5.3%

Key Drivers

Brand new pursuit (vs renewal)
-0.775
Service sub-line track record
-0.646
Currency (USD vs other)
-0.460

Plain English

The model b: early signal estimates a low probability of winning (5%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, currency (usd vs other).