Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Volume 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 Volume 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 Volume 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
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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 Volume OKRs examples
We've added many examples of Sales Volume Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to boost sales volumes of the specific module
ObjectiveBoost sales volumes of the specific module
KRExpand customer base by acquiring 20% more new customers
Implement a referral program to incentivize current customers
Enhance customer service for improved client satisfaction and retention
Increase online marketing campaigns targeting potential customers
KRImprove selling process to achieve 15% increased conversion rates
Implement data tracking to monitor conversion rates and success
Develop targeted sales training to enhance team's selling skills
Optimize product presentation to increase customer engagement
KRUpsell module to 10% of existing clients, increasing the average transaction value
Develop a compelling sales pitch highlighting the module's additional value
Identify top spending clients who can potentially utilize the upsell module
Conduct personalized outreach campaigns promoting the new upsell module offering
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 expand customer base and enhance sales volume
ObjectiveExpand customer base and enhance sales volume
KRConvert at least 30% of prospects into sales
Create personalized follow-up strategies to engage prospects
Offer special discounts or incentives to entice prospects
Develop and conduct persuasive product or service demonstrations
KRIdentify and engage with 20 potential new customers
Research to find 20 potential new customers
Develop a direct contact strategy
Reach out and introduce our company/services
KRIncrease overall sales volume by 15%
Enhance sales team's training and incentives
Develop and implement an aggressive marketing strategy
Improve customer service and relationship management
OKRs to double Accelerator's demo call volume
ObjectiveDouble Accelerator's demo call volume
KRIncrease leads pipeline by 40% through targeted marketing campaigns
Identify key demographics for targeted marketing campaigns
Implement campaigns and track conversion rates
Develop compelling and personalized advertising content
KRImprove demo call schedule efficiency by 20% to host more calls
Prioritize and batch similar demo calls together
Implement time-saving tools to automate the scheduling process
Reduce unnecessary call duration by streamlining demo content
KRElevate conversion rate of leads to demo calls by 30%
Enhance demo call scripts to better engage leads
Implement a targeted follow-up strategy for all leads
Invest in additional conversion rate optimization tools
OKRs to significantly boost the volume of lead generation
ObjectiveSignificantly boost the volume of lead generation
KRAchieve a 25% increase in website traffic through targeted digital marketing
Implement targeted social media advertising campaigns
Create engaging content to stimulate user sharing
Develop a strategic SEO plan to boost organic website traffic
KRImplement 3 new lead generation strategies to create diverse channels
Identify potential new channels for effective lead generation
Begin implementing these strategies across the channels
Develop and finalize strategies for each chosen channel
KRIncrease lead conversion rate by 15% through improved sales engagement
Enhance sales scripts to better target and engage leads
Implement a personalized follow-up system for potential leads
Provide continuous sales team training on customer engagement techniques
OKRs to boost sales volume and ensure long-term company sustainability
ObjectiveBoost sales volume and ensure long-term company sustainability
KRDevelop two new client relationships for potential future sales agreements
Identify potential clients aligning with our product/service offerings
Develop and present tailored proposals to identified clients
Reach out to potential clients, initiate discussions
KRImplement cost-saving measures to improve net profit margin by 10%
Evaluate and optimize supplier contracts for lower costs
Optimize workforce management to reduce overtime payments
Implement energy-saving procedures in company operations
KRAchieve a 15% increase in sales by expanding our customer base
Enhance customer service to improve retention rates
Develop and implement an aggressive marketing strategy
Identify and target new customer demographics
OKRs to boost monthly quote volumes to 4million
ObjectiveBoost monthly quote volumes to 4million
KRImplement new lead generation strategy to attract 10% more potential customers
Research and identify innovative lead generation tactics relevant to our target market
Develop and launch new marketing campaigns to implement new lead generation strategies
Track, analyze and refine strategy based on lead conversion rates and customer feedback
KRIncrease weekly outreach activities by 20% to generate larger quote requests
Develop a weekly plan for increased outreach
Dedicate an additional hour daily to outreach activities
Initiate 20% more cold calls each day
KRImprove quote conversion rate to 5% using improved sales techniques
Monitor sales calls to identify improvements needed
Implement training workshops focused on advanced sales techniques
Revise and optimize the sales script
Sales Volume 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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
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
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OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full 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 Volume OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to enhance the bank's IT security infrastructure
OKRs to enhance technical proficiency and efficiency as a Cloud Architect
OKRs to enhance communication and training for Business-led IT services
OKRs to deliver great user experience
OKRs to become Brazil's top recommended OKR Trainer and Consultant
OKRs to improve user acquisition through targeted referral programs