ClosingWon

Extended Asset Management Modernization

ID: 9517758-50

Potential Value

$5,000

Deal Value

$0

Stated Probability

N/A

Days in Pipeline

20

Client & Account

Client

Nordic Regional Systems

City

Houston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

N/A

People & Dates

Partner

Young Jean

Pursuit Leader

Moore Lori

Open Date

Mar 12, 2025

Anticipated Win Date

N/A

Close Date

Apr 1, 2025

Details

Description

Extended Asset Management Modernization

Win Probability Models

Model A: Planning

98.5%

Model B: Early Signal

92.7%

Stated Probability

N/A

Model A: Planning

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

Win Probability

98.5%

Key Drivers

Brand new pursuit (vs renewal)
+1.272
Currency (USD vs other)
-0.860
Lead sales credit %
-0.848

Plain English

The model a: planning estimates a high probability of winning (99%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: currency (usd vs other), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

92.7%

Key Drivers

Brand new pursuit (vs renewal)
+0.667
Currency (USD vs other)
-0.577
Deal size vs service line median
+0.538

Plain English

The model b: early signal estimates a high probability of winning (93%). Factors working in favor: brand new pursuit (vs renewal), deal size vs service line median. Factors working against: currency (usd vs other).