Agile Compliance Program - Pilot
ID: 6627801-30
Potential Value
-$25,000
Deal Value
$0
Stated Probability
10%
Days in Pipeline
210
Client
Coastal Digital Services
Account
Pinnacle Municipal Capital
City
San Francisco
Region
USLI
Sub-Sector
SLED
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
BTS
Competency
BTS - Private Tax
Global Service Code
Trade Compliance - Compliance (47938)
Partner
Brown Helmut
Pursuit Leader
Thompson Thomas
Open Date
Oct 15, 2025
Anticipated Win Date
Jan 31, 2027
Close Date
N/A
Description
Agile Compliance Program - Pilot
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
93.4%
Expected Value (EV = P(Pursue) × P(Win) × Value)
-$22,040
Key Triage Drivers
Win Probability Models
P(Pursue)
93.4%
Model A: Planning
94.4%
Model B: Early Signal
97.4%
Stated Probability
10%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
94.4%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (94%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: deal age (days since open), time in current pipeline stage.
Excludes timeline factors. Better for early-stage assessment.
Win Probability
97.4%
Key Drivers
Plain English
The model b: early signal estimates a high probability of winning (97%). Factors working in favor: region track record, sub-sector track record. Factors working against: market segment.