Wizard AI Forecasts

Wizard AI Forecasts projects revenue and recruitment placements from a business’s live pipeline, invoices, and bookings. Its revenue outlook covers the next three months, using six months of history, a three-month moving average, trend analysis, and weighted open opportunities. Deal weights reflect stage-specific closing chances, and totals change as deals move through the pipeline. Forecasts show high and low bounds that widen for later months. Placement projections also cover three months, distinguish contract from permanent placements, and draw on pipeline stages and historical win rates. Users can set monthly, quarterly, or yearly targets for revenue, placements, or pipeline value, at individual or company level. The product is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies, and startups. Forecasts are included with Professional, not identified as a Starter feature. Starter is free indefinitely; paid plans include a 7-day trial with full feature access. Integrations include Xero, GitHub, Google Drive, OneDrive, SharePoint, meeting and calendar services, Stripe, and PayPal. The maker says data is encrypted at rest with AES-256 and in transit with TLS 1.2+.

Wizard AI Forecasts brings revenue and placement projections together with configurable targets. Since Forecasts are a Professional feature, confirm the plan requirement before relying on them.

It is aimed at growing businesses that want pipeline-based revenue or placement projections and targets at individual or company level. Recruitment agencies and the other listed professional and software businesses are among its intended users.

Wizard AI Forecasts turns a live business pipeline into near-term revenue and recruitment placement projections, with targets for individuals or the whole company. It best suits growing teams already managing work in Wizard Application that need both kinds of forecast. Its central trade-off is clear: the forecasting tools are part of Professional, not the free Starter plan.

Overview

Revenue forecasts cover the next three months, drawing on six months of history, a three-month moving average, trend analysis and open opportunities weighted by their stage-specific chance of closing. Pipeline totals update as deals move. High and low bounds widen farther into the forecast, a useful reminder that later estimates carry more uncertainty.

Placement predictions also look three months ahead, separating contract and permanent placements and using pipeline stages alongside historical win rates. Monthly, quarterly or yearly targets can be set for revenue, placements or pipeline value, either for an individual or the company. Real-time refresh keeps the forecast tied to changes in the pipeline, but the supported CRM is Wizard Application, so teams working elsewhere should consider that dependency before choosing it.

Key features

Revenue, placements and targets

Combining commercial projections with contract and permanent placement estimates gives recruitment agencies a more relevant view than a revenue-only forecast. The same tools may suit consultancies, law firms, software companies and startups that need to track pipeline against targets. Stage weighting and historical win rates provide a defined basis for the estimates, while the widening confidence bands help avoid treating distant projections as certain.

Targets at both individual and company level support accountability across a team as well as an overall view of performance. The trade-off is that these forecasts rely on Wizard Application’s pipeline and history; businesses seeking forecasts independent of that system may find the fit limiting.

Integrations, AI and security

Wizard Application lists integrations with Xero, Stripe and PayPal, alongside tools including Google Drive, SharePoint, GitHub, Google Meet, Zoom, Microsoft Teams and calendar services from Google and Microsoft. Wizard AI can use the maker’s OpenAI connection with wallet credits or a customer’s account with OpenAI, Anthropic, Google Gemini, Azure, Mistral, Groq or OpenRouter. 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.

Pricing

Starter is free indefinitely and does not require a credit card. Its monthly caps include 10 AI credits, 10 bookings, 25 candidates, 10 companies, five invoices and five jobs, with 1 GB of storage. The first user is included; each additional user costs $9.99/month. It is suitable for trying the broader application on a small scale, but it does not include Forecasts.

Standard is billed £99/mo or £990/year. It raises the allowance to 100 AI credits, 30 bookings, 100 candidates, 100 companies, 50 invoices and 100 jobs per month, with 5 GB of storage and unlimited content items. Forecasts remain unavailable, making Standard a poor fit if projections are the reason to subscribe.

Professional is billed £299/mo or £2990/year and includes Forecasts, 500 AI credits, unlimited bookings, candidates, companies, content items, invoices and jobs, unlimited documents, 50 GB of storage and 100k API requests/month. The first user is included, with additional users at $9.99/month. This is the entry plan for buyers who need forecasting; its larger quotas also suit teams that have outgrown Standard.

Enterprise uses custom pricing and includes 2000 AI credits, unlimited bookings, candidates, companies, content items, invoices, court bundles, documents and password vault entries, plus 500 GB of storage, custom API limits and user seats, and SSO/SAML. It is the option for organizations needing those controls or 24/7 phone support. Every plan includes in-app support, typically responding within 24 hours. Paid plans have a seven-day free trial with full feature access.

Platforms

Wizard Application supports Android, iOS, web, API and extension access. The maker says its mobile apps offer push notifications and synchronization, which can help teams keep up with activity away from a desktop.

Who it's for

Wizard AI Forecasts is aimed at SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups. It is most compelling for a Wizard Application user who needs revenue and placement projections together and can justify Professional pricing. A small business that only needs the free plan’s caps, or a team whose pipeline lives in another CRM, has less reason to choose it.

Pros and cons

• Pros: Revenue and contract/permanent placement forecasts share a three-month horizon, useful for recruitment businesses tracking both outcomes.
• Pros: Stage-weighted pipeline, historical win rates and confidence bounds give projections a clear basis and make uncertainty visible.
• Pros: Targets can be set by individual or company, and forecast data refreshes in real time.
• Cons: Forecasts require Professional, billed £299/mo or £2990/year; neither free Starter nor Standard includes them.
• Cons: Forecasting is tied to Wizard Application as the CRM, which narrows its fit for teams using another pipeline system.
• Cons: The stated 24-hour typical support response on every plan is less immediate than Enterprise’s 24/7 phone support.

Alternatives

For a different sales forecasting option, compare Sales Forecasting Software; readers focused on broader sales analysis can also browse Sales Analytics Software or AI Sales Forecasting Software. Website Visitor Tracking Software is a separate category for readers prioritizing visitor tracking.

Aviso Sales Engagement uses custom proposals and includes tailored solutions, white-glove onboarding and free migration, making it worth considering when that implementation support matters. Gong Forecast has per-user licenses and a platform fee based on supported users, with customized proposals; it has no free plan. Salesloft is another paid alternative with package details that vary by offering. Clari Forecast is a paid option without a free plan. RevenueGrid has a free trial and an Activity Capture 360 plan at $30 a month billed user/month. Xactly Incent is a paid option without a free trial. Goals.com offers annual billing at $49 a year with a 14-day free trial. Revenue.io uses custom, seat-based pricing and is built for Salesforce teams of 15+ seats.

Verdict

Choose Wizard AI Forecasts if your business already runs its pipeline in Wizard Application and needs revenue and recruitment placement projections, targets and live updates in one system. The combined forecasting is its strongest reason to buy; the Professional-plan requirement and CRM dependency are the reasons to look elsewhere.