Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Business Intelligence OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Business Intelligence to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Business Intelligence OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Business Intelligence OKRs examples
You will find in the next section many different Business Intelligence Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to enhance analysis and implementations of Power BI Reports
ObjectiveEnhance analysis and implementations of Power BI Reports
KRConduct three training sessions to boost team efficiency with Power BI
Identify key Power BI features that need to be focused on in training- Plan out three comprehensive Power BI training sessions
- Schedule and administer the three Power BI training sessions
- KRImplement 10 new insightful suggestions for business intelligence reporting improvements
- Gather 10 innovative suggestions for enhancements
- Identify existing reports that need improvement
- Implement suggested changes into reports
- KRImprove accuracy in Power BI reports data by reducing error rate by 20%
- Implement strict validation checks for data entry
- Conduct a detailed data quality assessment for existing reports
- Train employees on proper data handling procedures
OKRs to launch a functional business intelligence platform
- ObjectiveLaunch a functional business intelligence platform
- KRDevelop a prototype with minimum viable features in 6 weeks
- Identify and outline key minimum viable features
- Allocate tasks among team members
- Start rapid prototyping and iterative testing
- KRDefine and finalize technical specifications within 3 weeks
- Review, adjust, and approve final technical specifications
- Prepare draft of detailed technical specifications
- Identify necessary technical aspects and requirements
- KRGain initial user feedback by conducting testing with 20 people
- Identify 20 people willing to participate in product testing
- Prepare and administer a feedback questionnaire post-testing
- Analyze and report the feedback gathered from participants
OKRs to enhance Salesforce Lead and Pipeline Management
- ObjectiveEnhance Salesforce Lead and Pipeline Management
- KRImprove lead conversion rate by 25% through effective pipeline management and follow-ups
- Implement a rigorous pipeline management system for lead tracking
- Continuously measure and optimize lead conversion rate
- Train sales team on best practices for follow-ups
- KRDecrease pipeline leakage by 15% through process optimization and better lead qualification
- Implement rigorous lead qualification criteria
- Optimize lead nurturing workflows
- Enhance sales team training on deal closing
- KRIncrease lead generation by 20% using Salesforce's advanced analytics by quarter end
- Improve segmentation and targeting in Salesforce dashboard
- Implement Salesforce's lead scoring system to prioritize leads
- Boost campaign efforts using Salesforce's predictive analytics tools
OKRs to conduct comprehensive competitive analysis with SEMrush
- ObjectiveConduct comprehensive competitive analysis with SEMrush
- KRCreate and present an interactive SEMrush reporting dashboard for stakeholders by week 4
- Learn to use SEMrush's dashboard creation features
- Design and customize a comprehensive SEMrush report
- Prepare a presentation explaining the dashboard to stakeholders
- KRAnalyze 10 competitors' keyword ranking using SEMrush per week
- Utilize SEMrush to monitor each competitor's keyword rankings
- Generate a weekly report summarizing the findings
- Identify the top 10 competitors for your business
- KRAttend two SEMrush training sessions for learning advanced analysing techniques
- Review session materials in advance for better understanding
- Register for two SEMrush training sessions online
- Schedule time blocks to participate in the sessions
OKRs to construct an interactive dashboard in Tableau
- ObjectiveConstruct an interactive dashboard in Tableau
- KRComplete introductory training on Tableau platform within first 3 weeks
- Dedicate specific study hours each week for training
- Complete all training exercises and assignments within 3 weeks
- Enroll in the Tableau introductory course
- KRImplement received feedback and finalize the dashboard with at least 90% functionality
- Incorporate feedback revisions into the dashboard
- Analyze received feedback for potential improvements
- Debug and finalize dashboard to reach 90% functionality
- KRDesign and build a prototype of the dashboard for team review
- Develop initial design sketches of the dashboard
- Build a clickable prototype using design tools
- Schedule a team review meeting to discuss the prototype
OKRs to conduct thorough analysis of two main competitors
- ObjectiveConduct thorough analysis of two main competitors
- KRIdentify and list 10 key business strategies of each competitor by week 4
- Complete and review strategy lists by week 4
- Research competitors and their unique strategic approaches
- Compile a list of 10 strategies per competitor
- KRCraft and present a detailed comparative report on competitor strategies by week 8
- Research and compile data on current competitor strategies
- Develop a comparative analysis from gathered data
- Prepare and rehearse a detailed presentation report
- KRAnalyse and document competitive product benefits and drawbacks by week 6
- Document drawbacks of competitive products by week 6
- Identify main competitors and their respective products by week 2
- Evaluate competitive product benefits by week 4
Business Intelligence OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Business Intelligence OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance the quality of our App notifications
- OKRs to enhance productivity and reduce stress via effective time management
- OKRs to improve system performance by reducing CPU and memory utilization
- OKRs to streamline policy and clinical documentation variations
- OKRs to improve efficiency and effectiveness of incident management
- OKRs to improve the game's community size and interaction levels