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OKR template to boost sales volume and ensure long-term company sustainability

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Your OKR template

The OKR aims to boost sales volume and ensure long-term sustainability of the company. Its first objective is to develop relationships with two new potential clients for future sales agreements. Three initiatives are identified: finding potential clients suiting our service offerings, creating tailored proposals for those clients, and initiating conversations with them.

The second constellation in this OKR is focused on implementing cost-saving measures to improve net profit margin by 10%. This involves scrutinizing supplier contracts to minimize cost, optimizing workforce management to decreased overtime payments, and incorporating energy-saving methods in company operations.

The final strategic objective is to achieve a 15% increase in sales by expanding the customer base. The initiatives to reach this goal include improving customer service to increase retention rates, creating and implementing a vigorous marketing strategy, and identifying and targeting new customer demographics.

Each strategy maintains a scalable score format, indicating progress from 0.0 to 100.0 percent. Therefore, improvement and success are amenable to quantifiable measurements, ensuring objective tracking and assessment of these targets.
  • ObjectiveObjectiveBoost sales volume and ensure long-term company sustainability
  • Key ResultKRDevelop two new client relationships for potential future sales agreements
  • TaskIdentify potential clients aligning with our product/service offerings
  • TaskDevelop and present tailored proposals to identified clients
  • TaskReach out to potential clients, initiate discussions
  • Key ResultKRImplement cost-saving measures to improve net profit margin by 10%
  • TaskEvaluate and optimize supplier contracts for lower costs
  • TaskOptimize workforce management to reduce overtime payments
  • TaskImplement energy-saving procedures in company operations
  • Key ResultKRAchieve a 15% increase in sales by expanding our customer base
  • TaskEnhance customer service to improve retention rates
  • TaskDevelop and implement an aggressive marketing strategy
  • TaskIdentify and target new customer demographics
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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