3 OKR examples for Sales Reports

What are Sales Reports 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 Reports 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 Reports OKRs with AI

Using Tability AI to draft complete strategies in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

See it in action in the video below 👇

Using the AI generator, you can:

Chat with an AI to draft your goals
Ask questions or provide feedback to refine the OKRs
Import the suggestion in an editor designed for goal setting
Switch back to a goal-tracking view in 1-click

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Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our Sales Reports OKRs examples

You'll find below a list of Objectives and Key Results templates for Sales Reports. 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 successfully migrate sales reports to in-house frontend and data warehouse cube

ObjectiveSuccessfully migrate sales reports to in-house frontend and data warehouse cube
KRSuccessfully transition 75% of sales reports to the new system
Train sales team on the new system
Identify and review current sales reports for transition
Audit transition progress to ensure 75% target
KRTrain 90% of users on the new system demonstrating proficiency in tasks
Identify the users who need training on the new system
Implement the training program and track user proficiency levels
Develop a comprehensive training program showcasing system tasks
KRComplete the design and coding of the in-house frontend by such date
Conduct efficient coding for the finalized design layout
Test, debug, and launch the completed frontend by the due date
Finalize the design layout and UI/UX for the frontend

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2. OKRs to deepen understanding of customer needs

ObjectiveDeepen understanding of customer needs
KRImplement changes in 2 products based on customer feedback for improved user experience
Design alterations in 2 products based on feedback
Review customer feedback for the specific product changes
Roll out changes for users and monitor feedback
KRConduct 20 customer feedback surveys each week to gather data on customer preferences
Draft and finalize a comprehensive customer feedback survey
Analyze and record feedback data weekly
Assign team members to conduct four surveys daily
KRAnalyze sales reports weekly to identify top selling products and user behavior
Identify top selling products from weekly reports
Review sales reports every week
Track user behavior trends from weekly sales data

customer-feedback sales-reports user-experience-designer product-analyst product-development-team data-analysis-team

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3. OKRs to successful migration of sales reports from Metabase to Cube.js

ObjectiveSuccessful migration of sales reports from Metabase to Cube.js
KRComplete migration and validate data integrity for all reports by week 10
KRConvert 50% of longitudinal sales reports to Cube.js by week 6
KRIdentify and document all features needed in Cube.js by the second week
Analyze and prioritize each feature's necessity
Write detailed documentation for each feature
List all required features for Cube.js

data-migration feature-documentation project-manager documentation-specialist data-analysis-team documentation-team

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Sales Reports 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

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.

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.

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 track your Sales Reports 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

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.

Tability'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 Reports OKR templates

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