Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Staff 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 Staff 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 Staff 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 Staff OKRs examples
You will find in the next section many different Sales Staff 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 amplify sales of IT services and staff augmentation
ObjectiveAmplify sales of IT services and staff augmentation
KRImprove lead conversion rates by 10% through targeted sales initiatives
KRUpscale IT staff augmentation sales by 20%
Initiate upselling and cross-selling training for sales team
Develop specialized sales pitch and strategies for upscale clients
Identify potential markets for higher-end IT staff augmentation
KRAchieve a 15% increase in new contract signings for IT services
Enhance sales strategies to attract potential customers
Develop and implement targeted marketing campaigns for IT services
Improve service offerings based on customer feedback
OKRs to improve sales support operations for increased revenues
ObjectiveImprove sales support operations for increased revenues
KRIncrease upselling rate by 15% with enhanced support-guided recommendations
Develop tailored recommendation scripts for support staff to use
Train support team in advanced selling techniques and product knowledge
Implement tracking metrics to monitor progress and effectiveness regularly
KRIncrease customer engagement by 30% through revamped sales support systems
Introduce incentive programs to reward loyal customers
Implement a user-friendly interface for seamless customer interaction
Train sales personnel on customer connectivity and relationship building
KRReduce sales cycle duration by 20% through sales support optimizations
Train team on effective closing techniques
Streamline sales proposal approval process
Implement more efficient sales tracking software
OKRs to improve customer satisfaction and loyalty for Sales and Marketing
ObjectiveImprove customer satisfaction and loyalty for Sales and Marketing
KRAchieve a 10% reduction in customer complaints over the quarter
Provide additional training for customer service staff
Update and clarify product usage instructions
Implement customer satisfaction surveys after service interactions
KRBoost overall customer satisfaction score by 20% on our survey
Enhance product or service quality based on feedback
Implement regular staff training on customer service skills
Follow up on customer complaints efficiently
KRIncrease repeat sales volume by 15%
Launch a loyalty rewards program to incentivize repeat purchases
Implement targeted follow-up emails with personalized deals
Enhance customer service quality to boost customer satisfaction
OKRs to boost overall sales productivity
ObjectiveBoost overall sales productivity
KRReduce administrative tasks for sales team by 20%
Delegate routine paperwork to administrative staff
Implement a CRM system to automate data entry procedures
Simplify sales reporting process through technology integration
KRImplement a new CRM to improve tracking and managing of customer interactions by 25%
Train staff in utilizing new CRM system effectively
Purchase selected CRM system and begin integration
Research possible CRM options tailored to company's needs
KRIncrease average deals closed per salesperson by 30%
Implement advanced sales training for all sales staff members
Provide resources for effective lead generation
Introduce performance-based incentives to boost motivation
OKRs to drive significant growth in sales volume next quarter
ObjectiveDrive significant growth in sales volume next quarter
KRIncrease monthly sales by a minimum of 15% each month
Train sales team on advanced selling techniques
Improve post-sales customer services to ensure repeat purchases
Implement aggressive promotional campaigns targeting potential clients
KRMinimize sales cycle length by 10%
Train staff on efficient customer communication and sales tactics
Implement customer relationship management software for streamlining sales processes
Improve lead qualification practices to focus on high-conversion prospects
KRAchieve 20% conversion rate on sales leads
Enhance site design for optimal user experience
Train sales team on effective closing strategies
Implement creative and personalized email marketing campaigns
OKRs to accumulate 3 million rand in total quote value
ObjectiveAccumulate 3 million rand in total quote value
KRImprove average quote value by 5% each month
Offer premium service packages alongside regular quotes
Provide training on negotiation skills for sales staff
Implement upselling techniques during customer interactions
KRIncrease quote frequency to 50 new prospects weekly
Follow up with prospects on quotes consistently every week
Identify and gather contact info for 50 new leads every week
Send personalized quotes to 50 targeted prospects weekly
KRSecure pre-commitments from 10 major potential clients
Develop a compelling business proposal relevant to each client
Identify and compile a list of 10 potential major clients
Personally communicate the proposal, seeking pre-commitments from each client
OKRs to boost BUMA's dominance as a premier TAN/CN provider
ObjectiveBoost BUMA's dominance as a premier TAN/CN provider
KRSecure 3 high-profile industry partnerships for TAN/CN supply
Identify potential high-profile industry partners for TAN/CN supply
Initiate meetings to present and negotiate proposal terms
Develop a compelling partnership proposal highlighting mutual benefits
KRRaise sales revenue from TAN/CN products by 20%
Provide sales team with specialized TAN/CN product training
Develop and promote bundled deals involving TAN/CN products
Implement a targeted marketing campaign for TAN/CN products
KRIncrease the client retention rate by 15%
Introduce incentive schemes for loyal and long-term clients
Implement customer-oriented training programs for all client-facing staff
Enhance client communication by regularly updating on new services and offers
OKRs to enhance team's effectiveness in sales and customer service through specialized training
ObjectiveEnhance team's effectiveness in sales and customer service through specialized training
KRIncrease sales conversion rates by 20% post-training intervention
Implement cooperative sales training for entire sales team
Develop personalized follow-up strategies after customer interaction
Analyze sales call performance for improvement
KRAttain 90% positive feedback on staff's improved skills from customer surveys
Act upon feedback by making necessary improvements
Implement ongoing staff training programs focusing on customer service skills
Regularly monitor and evaluate individual staff performance
KRReduce customer service complaints by 15% following the program's implementation
Engage customer feedback to improve service processes
Develop quick response protocols for common customer issues
Implement comprehensive customer service training for all staff members
OKRs to improve efficiency and profitability of lab supply store
ObjectiveImprove efficiency and profitability of lab supply store
KRIncrease sales revenue by 10% via targeted marketing campaigns
KRReduce inventory carrying costs by 15% through improved demand forecasting
Regularly monitor and adjust forecasting parameters
Implement a more accurate demand forecasting software
Train staff on new demand forecasting methods
KRImprove customer satisfaction rate to 90% through enhanced after-sales support
Implement a 24/7 customer help desk for addressing after-sales queries
Launch feedback system to evaluate customer's after-sales experience
Train customer support staff in proactive solution-focused service
OKRs to improve staff proficiency in sales and customer service via a training program
ObjectiveImprove staff proficiency in sales and customer service via a training program
KRIncrease sales conversions by 20% post-training
Implement a comprehensive post-training feedback system
Analyze sales data for performance improvement opportunities
Initiate regular follow-ups with potential clients
KREnsure 95% participation of staff in the training program
Regularly remind staff about the training
Offer flexible scheduling for the training sessions
Create attractive, valuable content for the training program
KRAchieve 90% customer satisfaction ratings after implementing training
Regularly review and update training materials
Monitor and track customer satisfaction levels closely
Implement comprehensive customer service training for all employees
Sales Staff 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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

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, 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 Staff OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to streamline inventory and filling systems for enhanced efficacy
OKRs to enhance knowledge and understanding through qualitative research
OKRs to maximize perceived value across all customer profiles
OKRs to drive productivity and take the lead in software development initiatives
OKRs to enhance lead generation by delivering high-quality content
OKRs to expand the innovation team's capacity and breadth of projects