IdentifyPast Due

Critical Stakeholder Engagement Review - FY25

ID: 9396584-10

Potential Value

$100,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

144

Client & Account

Client

Golden Financial International

City

Boston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Sustainability

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Data Analytics - Review (64993)

People & Dates

Partner

Martin Ryan

Pursuit Leader

Russell Frances

Open Date

Dec 20, 2025

Anticipated Win Date

Mar 1, 2026

Close Date

N/A

Details

Description

Critical Stakeholder Engagement Review - FY25

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

65.6%

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

$20,146

Key Triage Drivers

Work type
+0.636
Opportunity business unit
+0.554
Region track record
-0.266

Win Probability Models

P(Pursue)

65.6%

Model A: Planning

30.7%

Model B: Early Signal

3.3%

Stated Probability

25%

Model A: Planning

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

Win Probability

30.7%

Key Drivers

Brand new pursuit (vs renewal)
-1.033
Lead sales credit %
-0.714
Service sub-line track record
-0.606

Plain English

The model a: planning estimates a low probability of winning (31%). Factors working against: brand new pursuit (vs renewal), lead sales credit %, service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.3%

Key Drivers

Brand new pursuit (vs renewal)
-0.755
Service sub-line track record
-0.684
Sub-sector track record
-0.584

Plain English

The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, sub-sector track record.