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Revenue Operations

Why Deals Really Slip (and How to Save the Forecast)

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When 78% of sales teams miss quota, it’s not because they’re lazy—it’s because selling has fundamentally changed. Buying committees have ballooned, CFOs now have veto power, and only 5% of the sales process actually happens in front of a rep. The rest? It’s happening in Slack threads, procurement queues, and “ghost” email chains that never see daylight.

In this RevOps Co-op webinar, Meredith Chandler, Head of Sales at Aligned, and Rebecca Elgin, Global VP of Sales Ops, Enablement & Training at Mood Media, take a brutally honest look at why deals really slip—and the operational moves every RevOps leader should be making right now to protect forecast accuracy.

The State of the Sales Floor: Complexity Is the New Normal

If you missed quota last quarter, you’re in good company. According to Pavilion, 78% of sales orgs missed quota in 2024, with win rates down 18%, deal values dropping 21%, and sales cycles lengthening by 16%. To make matters worse, only 17% of AEs drive 81% of total revenue—a distribution that mirrors the Pareto principle on steroids.

What’s driving the chaos?

  • Stakeholder sprawl: Deals today involve 3x more decision-makers than a decade ago. Over 72% of opportunities now require C-level approval, and 79% of buyers report that a CFO must sign off before anything moves forward.
  • Information overload: 65% of buyers feel overwhelmed by the amount of information available—every tool, review site, and ROI calculator adds to the paralysis of choice.
  • Fragmented attention: Buyers are operating across a dozen channels—LinkedIn, Slack, email, vendor portals—and most of those touchpoints happen without your rep’s awareness.
  • Seller inconsistency: Roughly 65% of reps are “winging it," lacking a repeatable structure for managing deals.

“We assume the sale is complex—but it’s not the sale that’s complex, it’s the buying process.” - Meredith Chandler

And that process has changed more in the last three years than in the previous twenty.

Why Forecasts Fail: Feelings, Fear, and False Positives

RevOps teams are supposed to bring order to the chaos, yet most forecasting models still rely on one of the most unreliable metrics in business: rep confidence.

“If I had a dollar for every time I heard, ‘I feel good about this deal,’” said Meredith, “we could fund our own CRM platform.”

When forecasting is built on feelings rather than facts, deals slip for three predictable reasons:

  1. Decision Overwhelm: Buying groups balloon from one to six or more participants, creating internal disagreements and slow-motion approvals. Every additional stakeholder multiplies the likelihood of delay.
  2. Ghosting: Prospects disappear not because they’re malicious, but because they’re embarrassed—they didn’t understand their own internal process or lost momentum after internal pushback.
  3. Process Misalignment: The CRM assumes linear motion—stage 1, stage 2, stage 3—while real buying cycles resemble a chaotic flowchart of detours, reversals and parallel work streams.

“Salesforce makes it look like deals go from A to B to C. In reality, it’s more like Sorry!—you think you’re about to win, then you draw a card and go back six spaces.” - Rebecca Elgin

And because reps hate admitting setbacks, they rarely move deals backward in the CRM—creating a false sense of progress that corrupts forecasting models across the org.

To learn more about forecasting, you should also check out this post RevOps Co-op Blog: 5 Steps to Better Forecasting in Salesforce.

The Human Element: Why Buyers Ghost (and What to Do About It)

For many sellers, “ghosting” is the most frustrating outcome—no feedback, no closure, no data. But Rebecca argues that ghosting says more about trust than process.

“When a buyer ghosts you, it’s not that they hate you. It’s that they didn’t trust you enough to be honest. They didn’t want to admit they were confused or lost internal support.”

This lack of trust can stem from:

  • Poor follow-through (“I’ll send pricing by EOD” turns into a week-long silence).
  • Unclear next steps.
  • Forcing buyers into your process instead of understanding theirs.

The fix isn’t sending more “just following up” emails—it’s about mutual accountability and process clarity, both of which RevOps can enforce through better system design and rep enablement.

Reality vs. CRM: The Broken Feedback Loop

Modern CRMs are phenomenal at tracking activity (calls, meetings, notes) but nearly useless at tracking buyer intent. That’s why RevOps leaders should stop measuring what reps say they’ve done, and start measuring what buyers actually do between meetings.

“RevOps can’t fix forecasting until we start tracking what happens in the 95% of the buying journey when we’re not in the room.” - Meredith Chandler

Think about it: you can have 30 logged calls, 15 follow-ups, and still have no idea whether your proposal has been shared internally or even opened. Until you can quantify buyer engagement, forecasting accuracy is just educated guessing.

For more on data hygiene and your CRM, check out RevOps Co-op Blog: Does Your Bad CRM Data Mean You Need a New CRM?

Three RevOps-Driven Fixes to Protect the Forecast

1. Build Mutual Action Plans (MAPs)

A mutual action plan isn’t just a checklist—it’s a shared roadmap that defines milestones, responsibilities and timelines for both sides of the table. The keyword, Meredith emphasized, is mutual.

  • Sellers assign dates, deliverables and responsible parties.
  • Buyers gain visibility into what’s next, reducing confusion and last-minute surprises.
  • Automated reminders keep momentum alive without reps having to “poke the bear.”

“There’s no shame in a to-do list. I have one for work and one for home—why wouldn’t we run one for our customers?” - Rebecca Elgin

MAPs also expose blind spots. If the same buyer’s name appears on every task, that’s a red flag: the rep isn’t multi-threading. Aligned’s digital sales rooms automate this process, reminding both sides of upcoming milestones and capturing engagement analytics that inform future forecasts.

Check out a Mutual Action Plan Template from Aligned here.

2. Shift from Seller Enablement to Buyer Enablement

RevOps has mastered seller enablement—training, playbooks, talk tracks—but few teams focus on enabling the buyer. The result: internal champions are sent into C-suite meetings armed with product slides instead of business cases.

“My CEO doesn’t care how sexy your product is,” Rebecca said. “They care if it saves time, saves money, or makes me look like a hero.”

Effective buyer enablement means matching content to stage and audience:

  • Early stage: ROI calculators, customer stories, pain quantification.
  • Mid-stage: Proof of concept results, success metrics, reference calls.
  • Late stage: Executive summaries, risk mitigation, total cost justification.

Aligned’s AI tools help reps automatically compile this material into shareable business cases based on call notes, recorded meetings and sales room interactions—removing guesswork and saving hours of manual prep.

Check out a Digital Sales Room Template from Aligned here.

3. Leverage Deal Analytics and Buyer Signals

Since 95% of buying happens asynchronously, visibility into buyer behavior is your best forecasting ally.

Key metrics RevOps should monitor include:

  • Frequency and recency of proposal views.
  • Number of stakeholders accessing the sales room.
  • MAP milestone completion rate.
  • Changes in participant mix (new stakeholders = internal traction).

Tracking these buyer signals enables RevOps to identify early signs of disengagement—giving leadership time to re-strategize before the deal slips.

“Sales is emotional. RevOps is logical. We’re the BS filter that keeps both sides honest.” - Rebecca Elgin

For more on buyer signals and their impact on forecasting, check out RevOps Co-op Blog: A RevOps How-To: Boosting Sales Forecasting Accuracy.

Coaching and Compensation: Why One-Size-Fits-All Fails

A major contributor to deal slippage is uniform performance management. When every rep is measured by the same quota or comp plan, nuance disappears.

Rebecca’s approach:

  • Individualized metrics: Newer reps are evaluated on activity and pipeline generation, while seasoned ones focus on conversion rates and ACV growth.
  • Strategic SPIFs: Quarterly incentives tied to company priorities—like outbound activity one quarter, high-ACV deals the next—create agility in behavior change.
  • Team-based rewards: Group SPIFs foster collaboration and accountability, reinforcing shared success over lone-wolf heroics.

“Every rep is different,” Meredith noted. “If we treat them all like clones, the same 17% will keep driving all the revenue.”

The RevOps Mandate: Data Over Drama

Ultimately, RevOps exists to inject realism into forecasting. Sales wants to believe every deal is winnable. Finance wants a predictable number. RevOps sits in the middle—translating optimism into operational truth.

“If sales says they’ll close 80% of the pipeline and history shows 42%, RevOps has to be the rational adult in the room,” said Rebecca. “We’re not here to say no—we’re here to show why.”

This discipline doesn’t just improve forecasts—it builds credibility across the business. When RevOps grounds projections in behavioral data, it shifts the perception of sales operations from reporting function to strategic partner.

For more on account and contact data management best practices, check out RevOps Co-op Blog: Data Management for Busy RevOps Pros.

The Final Word: Bring Clarity to the Chaos

Deals don’t die because buyers don’t care—they die because the process overwhelms them. Forecasts slip not because reps are lazy, but because systems still measure the wrong things.

To fix that, RevOps leaders must:

  1. Create shared accountability through mutual action plans.
  2. Empower champions with content that makes their internal sell effortless.
  3. Instrument the journey—measure buyer behavior, not just seller activity.

Meredith’s closing advice summed it up best:

“Forecasting accuracy isn’t about getting the number right. It’s about creating visibility into what’s really happening between meetings.”

And in a world where 95% of buying happens out of view, that visibility is the new superpower.

Looking for more great content?

Explore the RevOps Co-op blog for more insights, upcoming events, and playbooks on forecasting, buyer enablement and revenue process design. Join the RevOps Co-op community to connect with 18,000+ operators redefining what operational excellence looks like in modern GTM.

And don’t forget to grab the templates and check out the blog from Aligned as well.

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