True Forecast is a Salesforce add-on that eliminates "Activity Illusion" using a Double Engine approach. Instead of assuming that high activity means a healthy opportunity, it combines deterministic calculation with AI reasoning to produce an unbiased Truth Score.
The goal is to create a more reliable view of pipeline health by evaluating facts such as inactivity, date pushes, and shrinkage alongside qualitative analysis of sentiment, trajectory, and deal risk.
| Component | Role |
|---|---|
| Orchestrator | Lightweight Lambda that checks lock state, fetches IDs, splits batches, and invokes workers asynchronously. |
| Engine 1 (Math) | Runs deterministic checks such as Deal Stagnation, Date Pushes, and Deal Shrinkage. |
| Engine 2 (AI) | Uses multi-agent CrewAI workflows for trajectory analysis, activity quality assessment, and CRO-style synthesis. |