ClosingPast Due

Optimized Stakeholder Engagement Phase III - FY25

ID: 9386796-40

Potential Value

$2,602

Deal Value

$0

Stated Probability

75%

Days in Pipeline

131

Client & Account

Client

Velocity Insurance Network

City

Philadelphia

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

International Tax Transaction Services

Competency

ITTS - Advisory

Global Service Code

Vendor Management (75003)

People & Dates

Partner

Verma Raj

Pursuit Leader

Wagner Hans

Open Date

Jan 2, 2026

Anticipated Win Date

Apr 5, 2026

Close Date

N/A

Details

Description

Optimized Stakeholder Engagement Phase III - FY25

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

85.2%

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

$1,981

Key Triage Drivers

Work type
+0.728
Opportunity business unit
+0.586
Market segment
-0.481

Win Probability Models

P(Pursue)

85.2%

Model A: Planning

89.4%

Model B: Early Signal

50.0%

Stated Probability

75%

Model A: Planning

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

Win Probability

89.4%

Key Drivers

Market segment
-1.507
Lead sales credit %
-0.842
Deal age (days since open)
-0.656

Plain English

The model a: planning estimates a high probability of winning (89%). Factors working against: market segment, lead sales credit %, deal age (days since open).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

50.0%

Key Drivers

Account business unit
-0.783
Market segment
-0.676
Brand new pursuit (vs renewal)
-0.473

Plain English

The model b: early signal estimates a moderate probability of winning (50%). Factors working against: account business unit, market segment, brand new pursuit (vs renewal).