Dynamic Finance Transformation
ID: 3903528-20
Potential Value
$0
Deal Value
$0
Stated Probability
30%
Days in Pipeline
188
Client
Foundation Security Trust
City
Washington
Region
USLI
Sub-Sector
SLED
Service Line
SaT
Field of Play
Transactions
Opportunity Sub-SL
Transactions & Corporate Finance
Competency
TCF - Buy & Integrate
Global Service Code
Transformation Planning - Strat (89763)
Partner
Diaz Jason
Pursuit Leader
Smith Jing
Open Date
Nov 6, 2025
Anticipated Win Date
Mar 6, 2026
Close Date
N/A
Description
Dynamic Finance Transformation
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
62.5%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$0
Key Triage Drivers
Win Probability Models
P(Pursue)
62.5%
Model A: Planning
96.8%
Model B: Early Signal
53.3%
Stated Probability
30%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
96.8%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (97%). Factors working in favor: time in current pipeline stage. Factors working against: lead sales credit %, brand new pursuit (vs renewal).
Excludes timeline factors. Better for early-stage assessment.
Win Probability
53.3%
Key Drivers
Plain English
The model b: early signal estimates a moderate probability of winning (53%). Factors working against: currency (usd vs other), market segment, brand new pursuit (vs renewal).