Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Reports 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 Reports 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.
The best tools for writing perfect Sales Reports 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.
Sales Reports OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Reports. 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 successfully migrate sales reports to in-house frontend and data warehouse cube
ObjectiveSuccessfully migrate sales reports to in-house frontend and data warehouse cube
KRSuccessfully transition 75% of sales reports to the new system
Train sales team on the new system- Identify and review current sales reports for transition
- Audit transition progress to ensure 75% target
- KRTrain 90% of users on the new system demonstrating proficiency in tasks
- Identify the users who need training on the new system
- Implement the training program and track user proficiency levels
- Develop a comprehensive training program showcasing system tasks
- KRComplete the design and coding of the in-house frontend by such date
- Conduct efficient coding for the finalized design layout
- Test, debug, and launch the completed frontend by the due date
- Finalize the design layout and UI/UX for the frontend
OKRs to deepen understanding of customer needs
- ObjectiveDeepen understanding of customer needs
- KRImplement changes in 2 products based on customer feedback for improved user experience
- Design alterations in 2 products based on feedback
- Review customer feedback for the specific product changes
- Roll out changes for users and monitor feedback
- KRConduct 20 customer feedback surveys each week to gather data on customer preferences
- Draft and finalize a comprehensive customer feedback survey
- Analyze and record feedback data weekly
- Assign team members to conduct four surveys daily
- KRAnalyze sales reports weekly to identify top selling products and user behavior
- Identify top selling products from weekly reports
- Review sales reports every week
- Track user behavior trends from weekly sales data
OKRs to successful migration of sales reports from Metabase to Cube.js
- ObjectiveSuccessful migration of sales reports from Metabase to Cube.js
- KRComplete migration and validate data integrity for all reports by week 10
- KRConvert 50% of longitudinal sales reports to Cube.js by week 6
- KRIdentify and document all features needed in Cube.js by the second week
- Analyze and prioritize each feature's necessity
- Write detailed documentation for each feature
- List all required features for Cube.js
Sales Reports 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.
Save hours with automated OKR dashboards
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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, you can move to 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 Sales Reports OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost the number of organic demos
- OKRs to enhance the effectiveness of the vulnerability management program
- OKRs to successfully establish proficiency in operational risk management (ORK)
- OKRs to ensure consistent and healthy sleep for her
- OKRs to streamline and enhance efficiency in a specific work lane
- OKRs to establish a robust internal investor relations framework