Identify60-90 Days

Comprehensive Finance Deployment

ID: 1197052-30

Potential Value

$425,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

97

Client & Account

Client

Helix Federation

City

Dallas

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

SaT

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy and Execution

Competency

S&E - Reimagine Reshape & Grow

Global Service Code

Vendor Management (81707)

People & Dates

Partner

Meyer Brenda

Pursuit Leader

Romero Debra

Open Date

Feb 5, 2026

Anticipated Win Date

Jun 30, 2026

Close Date

N/A

Details

Description

Comprehensive Finance Deployment

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

43.6%

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

$34,529

Key Triage Drivers

Service sub-line track record
-0.610
Work type
+0.519
Opportunity business unit
+0.435

Win Probability Models

P(Pursue)

43.6%

Model A: Planning

18.6%

Model B: Early Signal

6.6%

Stated Probability

10%

Model A: Planning

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

Win Probability

18.6%

Key Drivers

Brand new pursuit (vs renewal)
-1.365
Service sub-line track record
-0.658
Lead sales credit %
-0.627

Plain English

The model a: planning estimates a low probability of winning (19%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

6.6%

Key Drivers

Brand new pursuit (vs renewal)
-0.942
Service sub-line track record
-0.528
Market segment
-0.421

Plain English

The model b: early signal estimates a low probability of winning (7%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, market segment.