3 customisable 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.
Building your own Sales Opportunities OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Feel free to explore our tools:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable 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!
1. OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%
Boost BDR-generated lead conversion rate by 25%
Implement personalized and timely follow-up for all leads
Increase the number of demos by BDRs for better lead nurturing
Optimize landing pages to ensure an easy and quick conversion process
Improve sales pitch training to increase lead engagement and closing rate
2. OKRs to drive US commercial opportunities expansion
Drive US commercial opportunities expansion
Boost product awareness via promotional activities to achieve a 15% sales increase
Organize product-focused events or webinars for potential customers
Collaborate with influencers for a social media product promotion
Develop targeted digital advertising campaigns across multiple platforms
Increase outbound sales contacts by 20% to open new markets
Develop a more aggressive outbound sales strategy
Train sales team in advanced outreach techniques
Identify and analyze potential new markets for our products/services
Secure at least 7 commercial partnerships for enhanced distribution
Initiate contact and negotiate terms with selected businesses
Identify and list potential partnerships suitable for our services
Develop tailored pitches highlighting mutual benefits
3. OKRs to strengthen relationships with key accounts and identifying opportunities for growth
Increase revenue through strategic account management
Develop and execute personalized account plans for top 3 accounts
Conduct 5 in-person meetings with key accounts to strengthen relationships
Identify 3 new growth opportunities within key accounts
Increase key account revenue by 10% through cross-selling and upselling
Sales Opportunities OKR best practices to boost success
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 Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #2: Commit to weekly OKR 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 Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Sales Opportunities OKRs in a strategy map
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 Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 to increase the number of sales meetings
OKRs to increase the client base significantly
OKRs to increase business customer onboarding in customer support
OKRs to enhance productivity and effectiveness of the advertising sales team
OKRs to enhance student vocabulary comprehension and application
OKRs to increase overall adherence and attendance rate to 98%
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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