QualifyPast Due

End-to-End Change Management Renewal

ID: 5624450-10

Potential Value

$5,204

Deal Value

$0

Stated Probability

25%

Days in Pipeline

307

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

Young Jean

Pursuit Leader

Morris Elizabeth

Open Date

Jul 10, 2025

Anticipated Win Date

Jan 31, 2026

Close Date

N/A

Details

Description

End-to-End Change Management Renewal

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)

$2,838

Key Triage Drivers

Work type
+0.730
Opportunity business unit
+0.586
Market segment
-0.481

Win Probability Models

P(Pursue)

85.2%

Model A: Planning

64.0%

Model B: Early Signal

38.8%

Stated Probability

25%

Model A: Planning

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

Win Probability

64.0%

Key Drivers

Market segment
-1.463
Deal age (days since open)
-1.256
Time in current pipeline stage
-1.177

Plain English

The model a: planning estimates a moderate probability of winning (64%). Factors working against: market segment, deal age (days since open), time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

38.8%

Key Drivers

Account business unit
-0.798
Market segment
-0.706
Brand new pursuit (vs renewal)
-0.512

Plain English

The model b: early signal estimates a low probability of winning (39%). Factors working against: account business unit, market segment, brand new pursuit (vs renewal).