Wizard AI Forecasts

Wizard AI Forecasts turns a business’s live pipeline and historical activity into short-term revenue and placement projections. It is best suited to growing businesses that need both commercial forecasts and recruitment placement estimates. Its strongest case is a single forecast view for those measures; its main constraint is that forecasts require the Professional plan.

Overview

Revenue projections look three months ahead, drawing on six months of history, a three-month moving average, trend analysis and weighted open opportunities. Each opportunity contributes according to its pipeline stage’s chance of closing, and totals update as deals move. High and low bounds give readers a sense of forecast range, widening for later months rather than presenting every estimate with the same apparent certainty.

Placement predictions also cover the next three months, separating contract from permanent placements and using pipeline stages alongside historical win rates. Targets can be set monthly, quarterly or yearly for revenue, placements or pipeline value, at either individual or company level. The product uses Wizard Application as its CRM and refreshes forecast data in real time.

Key features

Forecasts and targets

The combination of stage-weighted pipeline and historical performance makes the forecasts relevant to teams whose expected business is already represented in Wizard Application. Confidence bands help distinguish nearer-term estimates from less certain later projections. The approach is less useful to teams looking for a standalone forecasting tool detached from that CRM workflow.

Forecasts are only one part of a broader platform. Integrations include Xero, GitHub, Google Drive, OneDrive, SharePoint, Google Meet, Zoom, Microsoft Teams, Google Calendar, Outlook Calendar, Stripe and PayPal. Wizard AI can use the maker’s OpenAI connection via wallet credits or a customer’s account with OpenAI, Anthropic, Google Gemini, Azure, Mistral, Groq or OpenRouter.

Security and support

The maker says data is encrypted at rest with AES-256 and in transit with TLS 1.2+, with daily backups, multi-factor authentication and yearly third-party penetration tests. Wizard Application is Cyber Essentials certified and is working toward ISO 27001 certification and a SOC 2 Type II audit. Every plan includes in-app support, typically responding within 24 hours; Enterprise adds 24/7 phone support.

Pricing

Wizard AI Forecasts is part of a freemium product, but access to the forecasting feature requires Professional. Starter is free indefinitely, without a credit card, while paid plans offer a seven-day trial with full feature access.

Starter’s caps make it a way to try the wider platform, not a route to forecasts. Standard raises several quotas and removes the content-item cap, but still does not include forecasts. Professional is the entry point for users choosing Wizard specifically for predictions, while Enterprise is aimed at organizations needing custom seats or API limits and round-the-clock phone support. The listed additional-user charge is $9.99/month on Starter, Standard and Professional.

Platforms

Wizard AI Forecasts supports Android, iOS, web, API and extension access. The maker says its iOS and Android apps include push notifications and synchronization.

Who it's for

It is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups. Recruitment agencies may particularly value the split between contract and permanent placement estimates; other growing teams can use revenue and pipeline targets to monitor expected business. The Professional-plan requirement makes it a poor fit for buyers who need forecasts on a free or lower-cost plan.

Pros and cons

• Pros: Revenue and placement predictions share a three-month horizon, with placement types separated and revenue estimates informed by both historical trends and weighted pipeline.
• Pros: Forecast bounds widen for more distant months, avoiding a false impression that later estimates are as certain as nearer ones.
• Pros: Targets cover revenue, placements and pipeline value, with individual and company rollups and monthly, quarterly or yearly periods.
• Cons: Forecasts are gated behind Professional at £299/mo or £2990/year; Starter and Standard do not include the defining feature.
• Cons: Starter has tight quotas, including 10 AI credits/month, 10 bookings/month, 5 invoices/month and 1 GB storage, limiting its usefulness as a sustained operating plan.
• Cons: Additional users cost $9.99/month on the first three plans, so the base plan price does not represent the full seat cost for a team.

Alternatives

For a broader comparison, explore AI Sales Forecasting Software, Website Visitor Tracking Software, Sales Analytics Software and Sales Forecasting Software.

• Salesforce Sales Cloud is a freemium option with a free plan and free trial; consider it if those terms matter more than Wizard’s placement forecasts.
• RevenueGrid is a paid option with a free trial and broad platform support, including macOS, Windows and self-hosting; choose it if those platform options are a priority.
• Aviso Sales Engagement offers a custom proposal with tailored solutions, onboarding and free migration, which may suit buyers seeking that implementation approach.
• Gong Forecast uses per-user licenses and a platform fee based on supported users, with a customized proposal; consider it if that pricing structure fits your buying process.
• Clari Forecast is a paid option with pricing handled through a sales contact.
• Xactly Incent is a paid option with a calculation engine, plan configuration and administration, dashboards and AI assistants; consider it when incentive planning is the priority.
• Goals.com offers full platform access with all features included at $49 a year billed annually, or $59 a month, with a 14-day free trial; consider it if broad goal-setting access is more important than Wizard’s pipeline-based forecasts.
• Revenue.io uses custom, seat-based pricing and is built for Salesforce teams of 15+ seats, with a Salesforce-native dialer, real-time coaching and recording; consider it for that larger Salesforce-centered sales workflow.

Verdict

Wizard AI Forecasts is the stronger fit for a growing business already using Wizard Application that wants revenue projections and contract-versus-permanent placement estimates in one workflow. The pipeline weighting, historical inputs and confidence bands make its forecasts more useful than a single unqualified total. Look elsewhere if Professional pricing is hard to justify or if forecasts must be available on a free or lower-tier plan.