How to detect deals likely to slip
Detecting deals that are likely to slip is an important part of maintaining forecast accuracy and pipeline visibility. Deals typically slip when engagement declines, stage progression slows, or key decision makers disengage late in the sales cycle. The Alysio platform analyzes pipeline activity across CRM systems, communication platforms, and engagement tools to identify operational signals that indicate a deal may not close within its expected timeframe. By evaluating these signals together, revenue teams can identify at-risk opportunities early and take corrective action before forecast outcomes are affected. This guide explains how to use Alysio to detect deals that are likely to slip.Understanding Deal Slippage
Deal slippage occurs when an opportunity fails to close within the timeframe expected in the forecast. This typically happens when operational conditions suggest that the deal has lost momentum or requires additional engagement before progressing further. Common indicators of deal slippage include: Opportunities remaining in the same stage longer than expectedReduced communication or meeting activity with stakeholders
Decision makers no longer participating in conversations
Deals approaching their projected close date without recent engagement These indicators help the platform determine which opportunities may be at risk.
Step 1: Ask a Forecast or Pipeline Question
Deal slippage analysis usually begins with a query submitted through the Alysio conversational interface. Examples of questions include: Which deals are most likely to slip this quarter?Which opportunities have slowed progression?
Which late-stage deals show declining engagement?
What deals are at risk of missing their forecast close date? When the query is submitted, the platform retrieves the relevant opportunity data from connected systems.
Step 2: Retrieve Opportunity and Forecast Data
The platform retrieves pipeline information from connected CRM systems. Examples of retrieved data include: Opportunity name and stageAccount and contact information
Forecast category
Opportunity close date
Deal owner and team involvement
Stage change history This information establishes the current status of each opportunity.
Step 3: Analyze Stage Progression
The platform evaluates how long each deal has remained in its current stage. This analysis compares the opportunity’s progression against expected deal velocity patterns. Examples of stage progression indicators include: Deals that have not moved stages for an extended periodLate-stage deals that remain stagnant close to quarter end
Opportunities progressing slower than historical averages These conditions may indicate that a deal is losing momentum.
Step 4: Evaluate Stakeholder Engagement
Engagement analysis is an important component of detecting deal slippage. The platform reviews communication activity across connected systems. Examples of engagement signals include: Recent meetings or calls with the accountEmail activity between stakeholders
Participation from executive decision makers
Communication frequency over time Deals with declining engagement activity often face increased risk of slipping.
Step 5: Identify Risk Signals
After evaluating opportunity progression and engagement activity, the Signals Engine identifies conditions associated with potential deal slippage. Examples of signals may include: Deals approaching the expected close date without recent stakeholder interactionOpportunities that remain stagnant in late pipeline stages
Declining communication frequency from key decision makers
Unusual delays in deal progression compared to similar opportunities These signals help prioritize which deals require attention.
Step 6: Review Slippage Insights
Once signals are detected, the platform generates a structured summary of opportunities that may slip. Insights may include: A list of opportunities at risk of slippingReasons associated with each risk signal
Relevant engagement and activity context
Suggested next steps for the account team These insights allow revenue teams to understand why a deal may be at risk and determine how to respond.
Step 7: Coordinate Follow-Up Actions
Once potential slippage is identified, revenue teams can take action to regain momentum. Examples of follow-up actions include: Scheduling a new stakeholder meetingRe-engaging decision makers who have not participated recently
Reviewing deal strategy with the account team
Escalating the opportunity for leadership support AI Revenue Agents can also generate alerts, summaries, or recommended outreach to support these actions.