IdentifyPast Due

Predictive Tax Reform Blueprint

ID: 5666982-50

Potential Value

$250,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

146

Client & Account

Client

Orion Financial Foundation

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Risk

Opportunity Sub-SL

Forensics

Competency

Incident Response & Resilience

Global Service Code

Mediation Services (94774)

People & Dates

Partner

Morgan Susan

Pursuit Leader

Leroy Andrew

Open Date

Dec 18, 2025

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Predictive Tax Reform Blueprint

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

55.6%

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

$38,023

Key Triage Drivers

Work type
+0.665
Service sub-line track record
-0.459
Opportunity business unit
+0.447

Win Probability Models

P(Pursue)

55.6%

Model A: Planning

27.3%

Model B: Early Signal

9.1%

Stated Probability

10%

Model A: Planning

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

Win Probability

27.3%

Key Drivers

Brand new pursuit (vs renewal)
-1.070
Service sub-line track record
-1.026
Lead sales credit %
-0.800

Plain English

The model a: planning estimates a low probability of winning (27%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

9.1%

Key Drivers

Service sub-line track record
-0.795
Brand new pursuit (vs renewal)
-0.690
Deal size
-0.427

Plain English

The model b: early signal estimates a low probability of winning (9%). Factors working against: service sub-line track record, brand new pursuit (vs renewal), deal size.