IdentifyOver 90 Days

Multi-Phase Tax Reform Extension

ID: 1838569-50

Potential Value

$500,000

Deal Value

$500,000

Stated Probability

10%

Days in Pipeline

1162

Client & Account

Client

Compass Agency

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Fraud Prevention (48128)

People & Dates

Partner

Schneider Melissa

Pursuit Leader

Cox Amanda

Open Date

Mar 8, 2023

Anticipated Win Date

Oct 1, 2026

Close Date

N/A

Details

Description

Multi-Phase Tax Reform Extension

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

56.8%

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

$88,236

Key Triage Drivers

Work type
+0.646
Opportunity business unit
+0.543
Deal size
-0.330

Win Probability Models

P(Pursue)

56.8%

Model A: Planning

31.1%

Model B: Early Signal

2.8%

Stated Probability

10%

Model A: Planning

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

Win Probability

31.1%

Key Drivers

Time in current pipeline stage
-1.168
Brand new pursuit (vs renewal)
-1.070
Lead sales credit %
-0.743

Plain English

The model a: planning estimates a low probability of winning (31%). 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

2.8%

Key Drivers

Brand new pursuit (vs renewal)
-0.883
Service sub-line track record
-0.719
Deal size
-0.580

Plain English

The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.