IdentifyOver 90 Days

Innovative Tax Reform Advisory - FY25

ID: 2990021-50

Potential Value

$1,000,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

359

Client & Account

Client

Vanguard Banking Worldwide

City

San Francisco

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Consulting

Field of Play

Cybersecurity

Opportunity Sub-SL

Cybersecurity

Competency

Cyber Implementation

Global Service Code

Policy Development (47968)

People & Dates

Partner

Edwards Sandra

Pursuit Leader

Adams Julie

Open Date

May 19, 2025

Anticipated Win Date

Aug 1, 2026

Close Date

N/A

Details

Description

Innovative Tax Reform Advisory - FY25

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

26.2%

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

$56,615

Key Triage Drivers

Work type
+0.507
Account track record
-0.443
Service sub-line track record
-0.308

Win Probability Models

P(Pursue)

26.2%

Model A: Planning

21.6%

Model B: Early Signal

5.9%

Stated Probability

10%

Model A: Planning

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

Win Probability

21.6%

Key Drivers

Time in current pipeline stage
-1.307
Brand new pursuit (vs renewal)
-1.225
Lead sales credit %
-0.618

Plain English

The model a: planning estimates a low probability of winning (22%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

5.9%

Key Drivers

Deal size vs service line median
-1.134
Brand new pursuit (vs renewal)
-0.710
Service sub-line track record
-0.411

Plain English

The model b: early signal estimates a low probability of winning (6%). Factors working against: deal size vs service line median, brand new pursuit (vs renewal), service sub-line track record.