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3 OKR examples for Sales Opportunities

What are Sales Opportunities 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 Opportunities 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.

Our Sales Opportunities OKRs examples

You'll find below a list of Objectives and Key Results templates for Sales Opportunities. 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 increase the conversion rate of BDR-generated leads into sales opportunities by 25%

  • ObjectiveBoost BDR-generated lead conversion rate by 25%
  • Key ResultImplement personalized and timely follow-up for all leads
  • Key ResultIncrease the number of demos by BDRs for better lead nurturing
  • Key ResultOptimize landing pages to ensure an easy and quick conversion process
  • Key ResultImprove sales pitch training to increase lead engagement and closing rate

OKRs to drive US commercial opportunities expansion

  • ObjectiveDrive US commercial opportunities expansion
  • Key ResultBoost product awareness via promotional activities to achieve a 15% sales increase
  • TaskOrganize product-focused events or webinars for potential customers
  • TaskCollaborate with influencers for a social media product promotion
  • TaskDevelop targeted digital advertising campaigns across multiple platforms
  • Key ResultIncrease outbound sales contacts by 20% to open new markets
  • TaskDevelop a more aggressive outbound sales strategy
  • TaskTrain sales team in advanced outreach techniques
  • TaskIdentify and analyze potential new markets for our products/services
  • Key ResultSecure at least 7 commercial partnerships for enhanced distribution
  • TaskInitiate contact and negotiate terms with selected businesses
  • TaskIdentify and list potential partnerships suitable for our services
  • TaskDevelop tailored pitches highlighting mutual benefits

OKRs to strengthen relationships with key accounts and identifying opportunities for growth

  • ObjectiveIncrease revenue through strategic account management
  • Key ResultDevelop and execute personalized account plans for top 3 accounts
  • Key ResultConduct 5 in-person meetings with key accounts to strengthen relationships
  • Key ResultIdentify 3 new growth opportunities within key accounts
  • Key ResultIncrease key account revenue by 10% through cross-selling and upselling

Best practices for managing your Sales Opportunities OKRs

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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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 below). 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.

Building your own Sales Opportunities OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

Best way to track your Sales Opportunities OKRs

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, once you get comfortable you can graduate to a proper OKRs-tracking tool.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 Opportunities OKR templates

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

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.