IdentifyOver 90 Days

Holistic Revenue Assurance Framework

ID: 3663903-30

Potential Value

$1,000,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

908

Client & Account

Client

Fusion Financial Federation

City

Atlanta

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Technology

Opportunity Sub-SL

Technology

Competency

Enterprise IT Transformation

Global Service Code

TEC-Digital Systems Evolution (20232)

People & Dates

Partner

Collins Mark

Pursuit Leader

Bennett Lars

Open Date

Nov 17, 2023

Anticipated Win Date

Jul 31, 2026

Close Date

N/A

Details

Description

Holistic Revenue Assurance Framework

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

50.8%

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

$195,785

Key Triage Drivers

Work type
+0.638
Service sub-line track record
-0.373
Opportunity business unit
+0.256

Win Probability Models

P(Pursue)

50.8%

Model A: Planning

38.5%

Model B: Early Signal

4.5%

Stated Probability

10%

Model A: Planning

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

Win Probability

38.5%

Key Drivers

Time in current pipeline stage
-1.564
Brand new pursuit (vs renewal)
-0.891
Lead sales credit %
-0.734

Plain English

The model a: planning estimates a low probability of winning (39%). 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

4.5%

Key Drivers

Brand new pursuit (vs renewal)
-0.841
Service sub-line track record
-0.669
Deal size vs service line median
-0.510

Plain English

The model b: early signal estimates a low probability of winning (4%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size vs service line median.