IdentifyOver 90 Days

Enterprise Regulatory Reporting Framework (Amended)

ID: 3588492-20

Potential Value

-$25,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

210

Client & Account

Client

Coastal Digital Services

City

San Francisco

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Trade Compliance - Compliance (47938)

People & Dates

Partner

Brown Helmut

Pursuit Leader

Thompson Thomas

Open Date

Oct 15, 2025

Anticipated Win Date

Jan 31, 2029

Close Date

N/A

Details

Description

Enterprise Regulatory Reporting Framework (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

93.4%

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

-$21,349

Key Triage Drivers

Work type
+0.805
Service sub-line track record
+0.583
Region track record
+0.478

Win Probability Models

P(Pursue)

93.4%

Model A: Planning

91.4%

Model B: Early Signal

97.9%

Stated Probability

10%

Model A: Planning

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

Win Probability

91.4%

Key Drivers

Deal age (days since open)
-1.322
Time in current pipeline stage
-1.155
Brand new pursuit (vs renewal)
+1.002

Plain English

The model a: planning estimates a high probability of winning (91%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: deal age (days since open), time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

97.9%

Key Drivers

Market segment
-0.627
Sub-sector track record
+0.577
Brand new pursuit (vs renewal)
+0.512

Plain English

The model b: early signal estimates a high probability of winning (98%). Factors working in favor: sub-sector track record, brand new pursuit (vs renewal). Factors working against: market segment.