11 customisable OKR examples for Sales Performance

What are Sales Performance 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 Performance 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 Performance 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:

Our customisable Sales Performance OKRs examples

You will find in the next section many different Sales Performance 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!

1. OKR to increase outsourcing sales performance

  • ObjectiveIncrease outsourcing sales performance
  • Key ResultReduce the average sales cycle time for outsourcing deals by 20%
  • TaskConduct regular training sessions to enhance negotiation skills and close deals more efficiently
  • TaskImprove efficiency by implementing automation tools and standardized templates for contract and proposal preparation
  • TaskStreamline communication channels and establish clear guidelines to expedite decision-making processes
  • TaskAnalyze and optimize the sales pipeline by identifying bottlenecks and removing unnecessary steps
  • Key ResultAchieve a 10% increase in the number of new outsourcing clients acquired
  • TaskEnhance online presence through search engine optimization and increased social media engagement
  • TaskProvide exceptional customer service to existing clients to encourage referrals and positive reviews
  • TaskOffer discounted introductory rates or incentives to attract new outsourcing clients
  • TaskImplement targeted digital marketing campaigns to reach potential outsourcing clients
  • Key ResultImprove customer satisfaction ratings for outsourcing services to 90%
  • TaskContinuously review and refine processes to streamline operations and exceed customer expectations
  • TaskConduct customer satisfaction surveys regularly to gather feedback and identify areas for improvement
  • TaskImplement a robust training program for outsourcing service agents to enhance their skills
  • TaskEstablish clear communication channels and respond promptly to customer inquiries and concerns
  • Key ResultIncrease the average value of each outsourcing contract by 15%
  • TaskAnalyze past successful outsourcing contracts to identify factors that contribute to higher values
  • TaskTrain sales team on effectively communicating the value proposition of higher value outsourcing contracts
  • TaskDevelop targeted marketing campaigns highlighting the added value and benefits of outsourcing services
  • TaskConduct market research to identify areas where higher value outsourcing contracts are prevalent

2. OKR to boost eCommerce sales performance

  • ObjectiveBoost eCommerce sales performance
  • Key ResultIncrease average order value by 15% through upselling and cross-selling strategies
  • TaskLaunch bundle deals with a higher combined price
  • TaskImplement product recommendation algorithms for personalized upselling
  • TaskTrain staff in effective cross-selling techniques
  • Key ResultGrow return customer rate by 10% by improving post-purchase experience
  • TaskImprove customer service response time
  • TaskLaunch a customer loyalty rewards program
  • TaskImplement personalized thank you notes in all shipped orders
  • Key ResultReduce cart abandonment rate by 20% through optimizing checkout process
  • TaskIncorporate guest checkout option to avoid forcing registration
  • TaskProvide transparent pricing to eliminate unexpected fees at checkout
  • TaskSimplify checkout process by minimizing the number of steps involved

3. OKR to boost the sales performance to reach 1.44 million

  • ObjectiveBoost the sales performance to reach 1.44 million
  • Key ResultAttract 10% more new customers through competitive pricing and advertising
  • TaskImplement customer referral incentives to drive growth
  • TaskResearch competitors' pricing to offer more attractive rates
  • TaskDevelop comprehensive advertising campaign targeting new customers
  • Key ResultImprove conversion rate by at least 5% via targeted marketing
  • TaskDevelop personalized customer journeys based on behavior
  • TaskImplement data tracking on marketing campaigns for improved targeting
  • TaskOptimize landing pages for better customer engagement
  • Key ResultLaunch a loyalty customer program to boost return customer rate by 8%
  • TaskTrain staff to promote the loyalty program effectively
  • TaskDesign a customer loyalty program with attractive benefits
  • TaskMonitor and adjust the program based on customer feedback

4. OKR to achieve exceptional sales performance as a Hotel Sales Director

  • ObjectiveAchieve exceptional sales performance as a Hotel Sales Director
  • Key ResultDevelop and conduct a sales training program to increase team's closing rate by 15%
  • TaskCreate customized sales training program addressing these areas
  • TaskIdentify team's weaknesses and areas for improvement in sales
  • TaskImplement sales training program and track progress regularly
  • Key ResultIncrease team's quarterly sales by 20% compared to previous quarter
  • TaskImplement weekly sales training workshops for skill development
  • TaskMotivate team with performance-based incentives
  • TaskAnalyze previous sales data for improvement pointers
  • Key ResultImplement a new sales strategy leading to at least 10% more room bookings
  • TaskDesign a new, targeted sales strategy to boost bookings
  • TaskAnalyze current sales strategy and identify areas for improvement
  • TaskImplement new sales strategy and provide proper staff training

5. OKR to drive a significant increase in sales performance

  • ObjectiveDrive a significant increase in sales performance
  • Key ResultImprove sales conversion rate by 10% through enhanced sales training
  • TaskDevelop comprehensive, role-specific sales training programs
  • TaskMeasure and evaluate training impact on sales conversion
  • TaskImplement regular practical sales simulations
  • Key ResultBoost marketing campaign effectiveness by 15% to attract more potential customers
  • TaskIncrease investments in high-performing advertisements and audience channels
  • TaskImplement A/B testing strategies to optimize ad content and placements
  • TaskAnalyze current campaigns to identify shortcomings and areas for improvement
  • Key ResultIncrement customer retention rate by 8% by optimizing customer service processes
  • TaskRegularly train staff in customer service skills
  • TaskImplement a robust customer loyalty program
  • TaskImprove response time to customer inquiries and complaints

6. OKR to improve sales performance across all product lines

  • ObjectiveImprove sales performance across all product lines
  • Key ResultRaise customer retention rate by 15%
  • TaskImprove customer support and response time
  • TaskImplement loyalty programs and reward frequent customers
  • TaskCollect feedback to understand and solve customer problems
  • Key ResultAchieve a 25% increase in overall unit sales
  • TaskEnhance distribution channels to broaden product accessibility
  • TaskImplement a marketing campaign to raise product awareness and demand
  • TaskOffer customer incentives like discounts or loyalty programs
  • Key ResultBoost the average purchase value by 10% per customer
  • TaskIntroduce premium versions or add-ons of popular products
  • TaskImplement strategic up-selling and cross-selling techniques
  • TaskOffer discounts or incentives for bulk purchases

7. OKR to enhance sales team performance to achieve set KPIs

  • ObjectiveEnhance sales team performance to achieve set KPIs
  • Key ResultAchieve a sales lead conversion rate of 25%
  • TaskImplement effective follow-up strategies
  • TaskIdentify and target high-quality potential leads
  • TaskEnhance sales pitch and presentation skills
  • Key ResultReduce customer complaints by 20%
  • TaskUpdate policies to better meet customer needs
  • TaskImplement customer feedback system for service improvement
  • TaskConduct regular staff training for excellent customer service
  • Key ResultIncrease sales revenue by 15% compared to previous quarter
  • TaskDevelop and implement more aggressive marketing strategies
  • TaskImprove product line-up based on consumer feedback
  • TaskHire additional sales representatives and provide training

8. OKR to boost sales performance of KSB pumps and spares

  • ObjectiveBoost sales performance of KSB pumps and spares
  • Key ResultSecure 15 new contracts for KSB pumps and spares sales
  • TaskFollow up and negotiate contract details to finalize sales
  • TaskIdentify and contact potential customers for KSB pumps and spares
  • TaskArrange and conduct product demonstrations for potential clients
  • Key ResultAchieve a 20% quarterly growth in overall KSB pumps and spares sales
  • TaskDevelop a strategic marketing plan targeting potential clients
  • TaskImplement cross-selling and upselling techniques
  • TaskEnhance customer service and after-sales support
  • Key ResultIncrease customer engagements by 30% to improve product visibility
  • TaskEnhance social media presence and content strategy
  • TaskLaunch targeted email marketing campaigns
  • TaskImplement a customer referral and reward program

9. OKR to boost sales performance significantly

  • ObjectiveBoost sales performance significantly
  • Key ResultImprove product demonstration conversions by 10%
  • TaskTrain staff on persuasive presentation and selling techniques
  • TaskResearch audience needs for personalized product demonstrations
  • TaskIncorporate a compelling call-to-action in all demos
  • Key ResultDrive repeat business higher by improving client retention by 20%
  • TaskPersonalize client communications to enhance engagement
  • TaskImplement a loyalty program to reward frequent customers
  • TaskImprove customer service response times by 15%
  • Key ResultIncrease the number of customer contacts by 15%
  • TaskEnhance social media engagement strategies
  • TaskImplement a new customer outreach campaign
  • TaskOffer incentives for customer referrals

10. OKR to boost sales performance across the company

  • ObjectiveBoost sales performance across the company
  • Key ResultDevelop and launch 3 new customer incentive programs
  • TaskIdentify customer needs and potential incentives
  • TaskDevelop 3 unique customer incentive programs
  • TaskLaunch incentive programs and monitor performance
  • Key ResultIncrease the conversion rate from leads to sales by 15%
  • TaskEnhance customer follow-up process through personalized communication
  • TaskImprove sales team training with focus on lead conversion techniques
  • TaskImplement new strategies in the sales funnel to encourage purchases
  • Key ResultAchieve a 20% increase in repeat customer purchases
  • TaskDevelop a loyalty program with incentives for frequent purchases
  • TaskImplement strategies for personalized customer engagement and retention
  • TaskConduct customer satisfaction surveys to identify areas of improvement

11. OKR to enhance profitable performance of the finance team

  • ObjectiveEnhance profitable performance of the finance team
  • Key ResultImprove the ROI (Return on Investment) by 10% on all key business initiatives
  • TaskIncrease upselling and cross-selling efforts across channels
  • TaskIdentify and eliminate inefficient processes or expenditures
  • TaskImplement tracking metrics to optimize marketing campaigns
  • Key ResultIncrease total revenue by 15% in operational areas
  • TaskInitiate strategies for customer retention and acquisition
  • TaskEnhance product/service offerings to drive sales
  • TaskImplement efficiency measures to reduce operational costs
  • Key ResultCut financial inefficiencies and wastage by 20%
  • TaskImplement stricter budget control measures
  • TaskConduct thorough assessments to find wasteful spending
  • TaskTrain employees on cost efficiency strategies

Best practices for managing your Sales Performance 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

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.

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

Tip #2: Commit to the weekly 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.

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 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.

Best way to track your Sales Performance OKRs

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

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 Performance 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.

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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