IdentifyPast Due

Optimized Digital Transformation Renewal

ID: 5395790-30

Potential Value

-$80,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

117

Client & Account

Client

Catalyst Institute

City

Houston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Quantitative Services

Global Service Code

Market Analysis - Compliance (85164)

People & Dates

Partner

Hughes Sara

Pursuit Leader

Jackson Emily

Open Date

Jan 16, 2026

Anticipated Win Date

Feb 16, 2026

Close Date

N/A

Details

Description

Optimized Digital Transformation Renewal

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

97.1%

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

-$67,286

Key Triage Drivers

Region track record
+1.013
Work type
+0.832
Service sub-line track record
+0.477

Win Probability Models

P(Pursue)

97.1%

Model A: Planning

86.6%

Model B: Early Signal

81.7%

Stated Probability

50%

Model A: Planning

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

Win Probability

86.6%

Key Drivers

Deal age (days since open)
-1.025
Lead sales credit %
-0.720
Brand new pursuit (vs renewal)
-0.684

Plain English

The model a: planning estimates a high probability of winning (87%). Factors working against: deal age (days since open), lead sales credit %, brand new pursuit (vs renewal).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

81.7%

Key Drivers

Deal size vs service line median
-0.805
Sub-sector track record
+0.797
Field of play track record
+0.575

Plain English

The model b: early signal estimates a high probability of winning (82%). Factors working in favor: sub-sector track record, field of play track record. Factors working against: deal size vs service line median.