QualifyPast Due

Foundational Internal Audit Workshop

ID: 8205536-50

Potential Value

$500,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

300

Client & Account

Client

Orion Financial Foundation

City

New York

Region

USLI

Sub-Sector

SLED

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

Security Assessment (95591)

People & Dates

Partner

Wright Lauren

Pursuit Leader

Coleman Scott

Open Date

Jul 17, 2025

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Foundational Internal Audit Workshop

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

46.2%

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

$51,630

Key Triage Drivers

Work type
+0.590
Service sub-line track record
-0.477
Opportunity business unit
+0.424

Win Probability Models

P(Pursue)

46.2%

Model A: Planning

22.4%

Model B: Early Signal

4.8%

Stated Probability

25%

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)
-1.210
Time in current pipeline stage
-1.109
Lead sales credit %
-0.739

Plain English

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

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

4.8%

Key Drivers

Brand new pursuit (vs renewal)
-0.871
Service sub-line track record
-0.633
Deal size
-0.568

Plain English

The model b: early signal estimates a low probability of winning (5%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.