Use Tability to generate OKRs and initiatives in seconds.
tability.ioWhat are Sales Opportunities OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.
That's why we have created a list of OKRs examples for Sales Opportunities to help. You can use any of the templates below as a starting point to write your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Sales Opportunities OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Opportunities. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%
ObjectiveBoost BDR-generated lead conversion rate by 25%
KRImplement personalized and timely follow-up for all leads- KRIncrease the number of demos by BDRs for better lead nurturing
- KROptimize landing pages to ensure an easy and quick conversion process
- KRImprove sales pitch training to increase lead engagement and closing rate
OKRs to drive US commercial opportunities expansion
- ObjectiveDrive US commercial opportunities expansion
- KRBoost product awareness via promotional activities to achieve a 15% sales increase
Organize product-focused events or webinars for potential customers- Collaborate with influencers for a social media product promotion
- Develop targeted digital advertising campaigns across multiple platforms
- KRIncrease outbound sales contacts by 20% to open new markets
- Develop a more aggressive outbound sales strategy
- Train sales team in advanced outreach techniques
- Identify and analyze potential new markets for our products/services
- KRSecure at least 7 commercial partnerships for enhanced distribution
- Initiate contact and negotiate terms with selected businesses
- Identify and list potential partnerships suitable for our services
- Develop tailored pitches highlighting mutual benefits
OKRs to strengthen relationships with key accounts and identifying opportunities for growth
- ObjectiveIncrease revenue through strategic account management
- KRDevelop and execute personalized account plans for top 3 accounts
- KRConduct 5 in-person meetings with key accounts to strengthen relationships
- KRIdentify 3 new growth opportunities within key accounts
- KRIncrease key account revenue by 10% through cross-selling and upselling
How to write your own Sales Opportunities OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Sales Opportunities 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
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
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.
How to track your Sales Opportunities OKRs
Quarterly OKRs should have weekly updates to get all the 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Sales Opportunities OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost customer acquisition rates significantly
- OKRs to streamline vendor coordination for efficient talent acquisition
- OKRs to reinforce One Intel team culture and nurture talent effectively
- OKRs to implement a maintainable POM-based test automation framework
- OKRs to enhance diversity and inclusion initiatives
- OKRs to develop core skills for beginner business analyst