Use Tability to generate OKRs and initiatives in seconds.
tability.ioWhat 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.
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
How to write your own Sales Reports 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 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.
How to track your Sales Reports OKRs
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.
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 inspire learners through innovative Christ-centered educational programs
- OKRs to understand group's shared experiences comprehensively
- OKRs to successfully launch the payment splitting product
- OKRs to successfully manage strategic partnership
- OKRs to launch a successful MVP
- OKRs to improve compliance reviews process