IdentifyOver 90 Days

Intelligent Finance Blueprint - FY26

ID: 7911495-50

Potential Value

$350,000

Deal Value

$0

Stated Probability

30%

Days in Pipeline

111

Client & Account

Client

Summit Consulting

City

Dallas

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Assurance

Field of Play

Sustainability

Opportunity Sub-SL

CCaSS

Competency

CCaSS - Digital

Global Service Code

Benchmarking Services (86239)

People & Dates

Partner

Dubois Samuel

Pursuit Leader

Gutierrez Yong

Open Date

Jan 22, 2026

Anticipated Win Date

Sep 7, 2026

Close Date

N/A

Details

Description

Intelligent Finance Blueprint - FY26

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

78.1%

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

$43,266

Key Triage Drivers

Opportunity business unit
+0.572
Work type
+0.561
Service sub-line track record
+0.529

Win Probability Models

P(Pursue)

78.1%

Model A: Planning

15.8%

Model B: Early Signal

3.2%

Stated Probability

30%

Model A: Planning

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

Win Probability

15.8%

Key Drivers

Service sub-line track record
-1.342
Brand new pursuit (vs renewal)
-0.966
Deal age (days since open)
-0.861

Plain English

The model a: planning estimates a low probability of winning (16%). Factors working against: service sub-line track record, brand new pursuit (vs renewal), deal age (days since open).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.2%

Key Drivers

Service sub-line track record
-1.007
Brand new pursuit (vs renewal)
-0.646
Deal size
-0.379

Plain English

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