3 customisable OKR examples for Sales Reports
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.
Building your own Sales Reports OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable 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!
1. OKRs to successfully migrate sales reports to in-house frontend and data warehouse cube
Successfully migrate sales reports to in-house frontend and data warehouse cube
Successfully 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
Train 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
Complete 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
2. OKRs to deepen understanding of customer needs
Deepen understanding of customer needs
Implement 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
Conduct 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
Analyze 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
3. OKRs to successful migration of sales reports from Metabase to Cube.js
Successful migration of sales reports from Metabase to Cube.js
Complete migration and validate data integrity for all reports by week 10
Convert 50% of longitudinal sales reports to Cube.js by week 6
Identify 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 to boost success
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 turn your Sales Reports OKRs in a strategy map
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, once you get comfortable you can graduate to a proper OKRs-tracking tool.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Reports OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to improve test coverage and automation for proactive debt remediation
OKRs to negotiate better pricing with vendors early in the project
OKRs to successfully migrate virtual machines from Linux 7 to Linux 8
OKRs to ensure water-proof status of all line extenders and taps on cable system
OKRs to expand Sales to a new region
OKRs to get a solid growth engine
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.