PursuePast Due

End-to-End Compliance Renewal - Extension

ID: 9276796-40

Potential Value

$252,590

Deal Value

$0

Stated Probability

90%

Days in Pipeline

1020

Client & Account

Client

Eagle Solutions

City

Chicago

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

Fund Administration - Advisory (32210)

People & Dates

Partner

Gonzalez Yong

Pursuit Leader

Murphy Jean

Open Date

Jul 28, 2023

Anticipated Win Date

Jan 31, 2026

Close Date

N/A

Details

Description

End-to-End Compliance Renewal - Extension

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

84.6%

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

$206,746

Key Triage Drivers

Work type
+0.657
Service sub-line track record
+0.448
Opportunity business unit
+0.395

Win Probability Models

P(Pursue)

84.6%

Model A: Planning

96.8%

Model B: Early Signal

83.3%

Stated Probability

90%

Model A: Planning

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

Win Probability

96.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.257
Time in current pipeline stage
-1.237
Lead sales credit %
-0.894

Plain English

The model a: planning estimates a high probability of winning (97%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

83.3%

Key Drivers

Brand new pursuit (vs renewal)
+1.034
Market segment
-0.559
Renewal pursuit
+0.460

Plain English

The model b: early signal estimates a high probability of winning (83%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: market segment.