Proactive Asset Management Framework - Phase 2
ID: 7108880-50
Potential Value
$550,750
Deal Value
$0
Stated Probability
50%
Days in Pipeline
219
Client
Foundation Strategic Resources
Account
Lion Strategic Federation
City
Dallas
Region
USLI
Sub-Sector
FED
Service Line
Consulting
Field of Play
Finance
Opportunity Sub-SL
Finance´
Competency
Business Planning, Reporting & Analytics
Global Service Code
Internal Controls - Management (52177)
Partner
Walker Melissa
Pursuit Leader
Price Victoria
Open Date
Oct 6, 2025
Anticipated Win Date
Jul 7, 2026
Close Date
N/A
Description
Proactive Asset Management Framework - Phase 2
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
95.3%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$509,540
Key Triage Drivers
Win Probability Models
P(Pursue)
95.3%
Model A: Planning
97.1%
Model B: Early Signal
89.5%
Stated Probability
50%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
97.1%
Key Drivers
Plain English
The model a: planning estimates a high probability of winning (97%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: lead sales credit %.
Excludes timeline factors. Better for early-stage assessment.
Win Probability
89.5%
Key Drivers
Plain English
The model b: early signal estimates a high probability of winning (90%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: currency (usd vs other).