PursuePast Due

Automated Tax Reform Modernization (Revised)

ID: 5621442-20

Potential Value

$5,652

Deal Value

$0

Stated Probability

75%

Days in Pipeline

1020

Client & Account

Client

Eagle Solutions

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Grant Management - Operations (40345)

People & Dates

Partner

Gonzalez Yong

Pursuit Leader

Murphy Jean

Open Date

Jul 28, 2023

Anticipated Win Date

Jan 31, 2026

Close Date

N/A

Details

Description

Automated Tax Reform Modernization (Revised)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

80.0%

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

$4,161

Key Triage Drivers

Work type
+0.651
Opportunity business unit
+0.567
Service sub-line track record
+0.399

Win Probability Models

P(Pursue)

80.0%

Model A: Planning

92.1%

Model B: Early Signal

75.8%

Stated Probability

75%

Model A: Planning

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

Win Probability

92.1%

Key Drivers

Time in current pipeline stage
-1.324
Brand new pursuit (vs renewal)
+0.813
Lead sales credit %
-0.756

Plain English

The model a: planning estimates a high probability of winning (92%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

75.8%

Key Drivers

Brand new pursuit (vs renewal)
+0.577
Market segment
-0.532
Account business unit
-0.466

Plain English

The model b: early signal estimates a high probability of winning (76%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, account business unit.