Ebsta Forecasting vs Wizard AI Forecasts

Ebsta Forecasting helps sales teams examine deal risk, understand forecast changes and submit forecasts supported by deal evidence. Revenue Intelligence includes projected revenue, forecast roll-ups, trends, pacing, submissions and a waterfall chart. Pipeline views add trends, benchmarks, deal scores, positive and negative deal factors, and funnel analytics. Ebsta analyzes pipeline factors to help managers assess the likelihood that forecast deals will close. The product lists deal risk alerts, AI forecasting, recommended actions and forecast customization. Salesforce and HubSpot are CRM integrations; the pricing comparison also lists Gmail, Outlook/Office 365, Zoom, Teams and Slack integration features. The product runs on the web and as an extension. The vendor offers a 14-day free trial with unlimited access to Conversation Intelligence, Relationship Intelligence and Revenue Intelligence. Paid pricing is available on request. Ebsta was founded in 2012 and is headquartered in London, UK. The vendor says the platform and data are hosted on AWS US-East, and that it is ISO 27001 compliant with encryption in transit and at rest.

Wizard AI Forecasts projects revenue and recruitment placements from a business's live pipeline, invoices and bookings. It estimates open opportunities using the chance of closing at each stage, updating pipeline totals as deals progress. Revenue projections cover three months ahead and draw on six months of history, a three-month moving average, trend analysis and weighted pipeline. Each projection has upper and lower bounds, with a wider range for more distant months. Placement forecasts also cover three months, distinguishing contract from permanent roles using pipeline stages and historical win rates. Users can set monthly, quarterly or yearly targets for revenue, placements or pipeline value, either for individuals or the company. The product is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups. Forecasts are included in the Professional plan; the Starter plan is free indefinitely, while paid plans include a seven-day trial. Wizard Application lists real-time refresh and iOS and Android apps alongside web, API and extension access.