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Ebsta Forecasting
London, UK
What it is
Ebsta Forecasting is a paid web and extension product for sales leaders, managers, and representatives investigating forecast risk and preparing evidence-backed forecasts. Its Revenue Intelligence views cover projected revenue, roll-ups, trends, pacing, submissions, and a waterfall chart. Pipeline analysis includes trends, benchmarks, deal scores, positive and negative deal factors, and funnel analytics. Ebsta analyzes hundreds of pipeline factors to help managers judge whether forecast deals are likely to close, with deal risk alerts, AI forecasting, recommended actions, and forecast customization. Salesforce and HubSpot are listed CRM integrations; comparison materials also list Gmail, Outlook/Office 365, Zoom, Teams, and Slack integration features. A 14-day trial provides unlimited access to Conversation Intelligence, Relationship Intelligence, and Revenue Intelligence. Paid pricing is available on request, and there is no free plan. Salesforce support requires listed editions, with all features requiring Bulk API and at least Enterprise. Ebsta says it is ISO 27001 compliant, encrypts data in transit and at rest, hosts on AWS US-East, and provides customer data controls.
For and against
For
- Analyzes hundreds of pipeline factors
- Forecast roll-ups and waterfall views
- Deal risk alerts and AI forecasting
- Salesforce and HubSpot integrations
- 14-day unlimited-feature trial
Against
- Paid pricing requires a request
- No free plan
- Salesforce features require Bulk API
- Salesforce support varies by edition
The verdict
Ebsta Forecasting brings forecast views, pipeline signals, and risk analysis together for revenue teams. Its paid, integration-dependent setup makes CRM requirements and requested pricing central to evaluation.
Who it suits
It suits sales teams that need pipeline analysis, risk signals, and configurable forecasts connected to Salesforce or HubSpot. The trial is useful for organizations evaluating its intelligence features.
Plans and prices
Conversation Intelligence
Customizable call insights · auto-sync call details to CRM · coaching insights
Read 3 Oct 2026 · ebsta.com
Relationship Intelligence
Relationship scoring · relationship mapping · relationship trends
Read 3 Oct 2026 · ebsta.com
Revenue Intelligence
Forecasting · pipeline management · deal insights
Read 3 Oct 2026 · ebsta.com
On the record
- Audience
- Ebsta describes its platform as serving sales leaders, sales managers, and sales representatives.ebsta.com · read 3 Oct 2026
- CRM integrations
- Ebsta lists Salesforce and HubSpot as CRM integrations for its revenue intelligence platform.ebsta.com · read 3 Oct 2026
- Data controls
- The vendor says customers control data processing through privacy, role, team, search, and blacklisting controls, and can revoke access.ebsta.com · read 3 Oct 2026
- Data hosting
- Ebsta says its platform and data are hosted on AWS US-East.ebsta.com · read 3 Oct 2026
- Data retention
- Ebsta says it destroys data processed on a customer's behalf 60 days after the customer leaves.ebsta.com · read 3 Oct 2026
- Deal risk
- Ebsta analyzes hundreds of pipeline factors to help managers assess how likely forecast deals are to close.ebsta.com · read 3 Oct 2026
- Forecast views
- Revenue Intelligence includes projected revenue, forecast roll-ups, forecast trends, pacing, submissions, and a waterfall chart.ebsta.com · read 3 Oct 2026
- HubSpot requirements
- Ebsta lists HubSpot Free Tools & CRM and specified Starter, Professional, or Enterprise Hub plans as supported options.ebsta.com · read 3 Oct 2026
- Other integrations
- The pricing comparison lists Gmail, Outlook/Office 365, Zoom, Teams, and Slack integration features.ebsta.com · read 3 Oct 2026
- Pipeline features
- Revenue Intelligence includes pipeline trends, benchmarks, deal scores, positive and negative deal factors, and funnel analytics.ebsta.com · read 3 Oct 2026
- Purpose
- Ebsta Forecasting helps sales teams investigate forecast risks, understand forecast changes, and submit evidence-backed forecasts.ebsta.com · read 3 Oct 2026
- Salesforce requirements
- Ebsta supports Salesforce Professional, Enterprise, Performance, and Unlimited editions; all features require Bulk API and at least Salesforce Enterprise.ebsta.com · read 3 Oct 2026
- Security
- Ebsta says it is ISO 27001 compliant and encrypts data in transit and at rest.ebsta.com · read 3 Oct 2026
- Trial
- The vendor offers a 14-day free trial of Conversation Intelligence, Relationship Intelligence, and Revenue Intelligence, with unlimited access to features during the trial.ebsta.com · read 3 Oct 2026
