OKR template to increase usage of D365 Sales Hub in our organization
Your OKR template
Further, the aim is to conduct 3 interactive workshops on the benefits and features of the D365 Sales Hub. This will involve identifying key benefits and features for workshop content, promoting and scheduling the workshops to target audiences, and planning the structure and activities of the workshops.
An additional objective under this OKR intends to decrease the number of support queries related to D365 Sales Hub by 30%. This will be accomplished by developing a user guide that allows users to address common issues independently and introducing a self-help portal with frequently asked questions.
Lastly, there are plans to implement comprehensive staff training on D365 Sales Hub usage aiming to increase the skill set and confidence of the internal team, thereby reducing query escalations and improving overall product usage.
ObjectiveIncrease usage of D365 Sales Hub in our organization
KRAchieve a 20% increase in daily active users within the next quarter
Implement a user referral incentive program- Optimize product features to improve user retention
- Launch an engaging marketing campaign to attract new users
- KRConduct 3 interactive workshops on the benefits and features of D365 Sales Hub
- Identify key benefits and features of D365 Sales Hub for workshop content
- Promote and schedule D365 Sales Hub workshops to target audiences
- Plan structure and activities for three interactive workshops
- KRDecrease D365 Sales Hub related support queries by 30%
- Develop a user guide to resolve common issues independently
- Introduce a self-help portal with FAQ
- Implement comprehensive staff training on D365 Sales Hub usage
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale