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3 OKR examples for Sales Teams

Turn your spreadsheets into OKR dashboards with Tability

Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.

What are Sales Teams 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 Teams 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 Teams 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.

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.

AI feedback for OKRs in Tability

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 Teams OKRs examples

You will find in the next section many different Sales Teams 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 develop an encompassing sales program to boost teams' target attainment

  • ObjectiveDevelop an encompassing sales program to boost teams' target attainment
  • KRFinalize development and improvement of sales program within 15% resource budget
  • TaskFinalize edits on sales program within budget constraints
  • TaskImplement improvements to maximize resource efficiency
  • TaskReview and validate program functionality and effectiveness
  • KRIncrease sales team's productivity by 20% through established sales program
  • TaskImplement regular coaching and training with sales program strategies
  • TaskReward and recognize top performers to encourage productivity
  • TaskMonitor and analyze individual sales team's performance weekly
  • KREnsure 80% of sales team meets or exceeds sales target via sales program implementation
  • TaskImplement incentive schemes for meeting targets
  • TaskRegularly monitor and adjust team's sales strategies
  • TaskDevelop a results-focused sales training program

OKRs to achieve a 2x increase in company revenue

  • ObjectiveAchieve a 2x increase in company revenue
  • KRReduce operating costs by 15%
  • TaskImplement energy-saving measures across the business
  • TaskReview and negotiate supplier contracts for better rates
  • TaskStreamline operations to increase efficiency
  • KRIntroduce 2 new high-margin products or services
  • TaskDevelop a well-strategized launch plan for the new products
  • TaskIdentify potential high-margin products or services within the market
  • TaskImplement a comprehensive marketing strategy to promote the products
  • KRImprove sales conversion rate by 10%
  • TaskTrain sales team in advanced closing techniques
  • TaskImplement a consistent follow-up strategy
  • TaskEnhance product presentation on all platforms

OKRs to boost teams' contribution to business revenue generation

  • ObjectiveBoost teams' contribution to business revenue generation
  • KRIncrease cross-selling by team members by 15% to improve revenue
  • TaskReward employees for successful cross-selling through incentive programs
  • TaskDevelop a sales training program focused on cross-selling techniques
  • TaskRegularly monitor and review team cross-selling performance
  • KRImplement advanced training programs for 85% of team members to fuel sales growth
  • TaskIdentify key areas of improvement for advanced training
  • TaskEnroll 85% of team members in these programs
  • TaskDevelop comprehensive training programs based on these areas
  • KRDevelop 10 new partnerships with client teams to enhance service line revenue
  • TaskDevelop attractive partnership proposals tailored to each team
  • TaskIdentify potential client teams for new partnerships
  • TaskInitiate contact and negotiate possible partnership terms

Sales Teams 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

AI feedback for OKRs in Tability

Quarterly OKRs should have weekly updates to get all the benefits from the framework. Reviewing progress periodically has several advantages:

Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Sales Teams OKR templates

We have more templates to help you draft your team goals and OKRs.

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