The SaaS pack sets up Gambit for subscription sales
Gambit is a CRM that runs inside Jira Cloud. Its SaaS pack adds a Trial stage, New business and Expansion pipelines, and plan and seat fields. It adds a SaaS revenue dashboard and metrics such as ARR, net revenue retention and seat usage. You see each change before it installs, and the pack costs nothing extra.
Free on Jira sites of up to 10 users.
Track trials as their own stage, at 30% win probability
The pack adds a Trial stage to your Deal workflow, between Discover and Propose. Its pipelines carry win probabilities set for subscription sales. Expansion is a Deal type, so an expansion sits on the account as an ordinary deal. The deal owner gets a reminder 3 days before Trial end.
| Pipeline | Stages and win probability |
|---|---|
| New business | Qualify 10%, Discover 20%, Trial 30%, Propose 50%, Negotiate 75%, Won 100%, Lost 0% |
| Expansion | Qualify 25%, Propose 55%, Negotiate 80%, Won 100%, Lost 0% |
Retention metrics are defined once for Ask and Reports
Net revenue retention is start ARR plus expansion, minus contraction and churn, divided by start ARR. It counts the accounts that were customers when the period began. Gross revenue retention is the same without expansion. ARR is the sum of ARR on customer accounts. Seat usage is seats used against seats purchased. Expansion ARR is there too. The SaaS revenue dashboard shows net and gross revenue retention. Saved views list open expansion and trials ending in 14 days. Ask can chart net revenue retention by plan for last quarter.
Approve a draft expansion deal when seats pass 90%
When seats used pass 90% of seats purchased, Gambit proposes a draft expansion deal for a person to approve. Seats used is a native Jira field you fill in or import. In the Health score, seat usage scores low below 50% and full above 85%. A plan downgrade in the last 90 days costs an account 15 points.
See a full SaaS pipeline on demo companies first
Add the pack’s demo dataset of fictional companies and people before your own deals are in. Remove the demo records when you’re done. Gambit admins install the pack from Settings › Packs. Its fields stay in Jira, searchable in JQL, if you remove the pack or uninstall Gambit. How packs install and come off
Questions and answers
What does the SaaS pack add to Jira?
A Trial stage between Discover and Propose, and New business and Expansion pipelines with win probabilities. It also adds native Jira fields for plans and seats, and saved views for open expansion and ending trials. Ask and Reports get ARR, retention and seat-usage metrics, beside a SaaS revenue dashboard. Each field stays searchable in JQL after an uninstall.
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