IdentifyOver 90 Days

Automated Tax Reform Phase II

ID: 3033739-40

Potential Value

$250,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

105

Client & Account

Client

Milestone Enterprises

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - BTA

Global Service Code

Workforce Development (31835)

People & Dates

Partner

Romero Dieter

Pursuit Leader

Hansen Madison

Open Date

Jan 28, 2026

Anticipated Win Date

Jul 31, 2026

Close Date

N/A

Details

Description

Automated Tax Reform Phase II

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

63.8%

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

$35,658

Key Triage Drivers

Opportunity business unit
+0.638
Work type
+0.559
Service sub-line track record
+0.458

Win Probability Models

P(Pursue)

63.8%

Model A: Planning

22.4%

Model B: Early Signal

6.3%

Stated Probability

10%

Model A: Planning

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

Win Probability

22.4%

Key Drivers

Brand new pursuit (vs renewal)
-1.303
Deal age (days since open)
-0.854
Lead sales credit %
-0.693

Plain English

The model a: planning estimates a low probability of winning (22%). Factors working against: brand new pursuit (vs renewal), deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

6.3%

Key Drivers

Brand new pursuit (vs renewal)
-0.970
Market segment
-0.568
Deal size
-0.490

Plain English

The model b: early signal estimates a low probability of winning (6%). Factors working against: brand new pursuit (vs renewal), market segment, deal size.