FIND YOUR STARTING POINT

Find your next good goal.

Search the full library by team, challenge, or the change you want to see. The closest matches appear first.

EXPLORE THE LIBRARY

All OKR examples

3398 templates · Page 5 of 142

Pipeline

Build a pipeline that covers the target

Start every quarter with enough pipeline to hit the number.

Objective

Start every quarter with enough pipeline to hit the number

  1. Increase pipeline coverage at quarter start from 2x to 3.5x of target
  2. Grow qualified opportunities created from 80 to 130 per month
  3. Raise rep-sourced pipeline from 25% to 40% of total
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Conversion

Win more of the deals we work

Raise win rate on qualified opportunities.

Objective

Raise win rate on qualified opportunities

  1. Increase win rate from 20% to 28%
  2. Get mutual action plans on 80% of late-stage deals, up from 25%
  3. Reduce deals lost to 'no decision' from 40% to 25% of losses
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Conversion

Shorten the sales cycle

Help buyers decide faster.

Objective

Help buyers decide faster

  1. Reduce median sales cycle from 75 days to 50 days
  2. Cut time from demo to proposal from 14 days to 5 days
  3. Bring security and legal review in by stage 2 on 90% of deals, up from 30%
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Team

Ramp new reps faster

Get new reps to full productivity sooner.

Objective

Get new reps to full productivity sooner

  1. Reduce time to first closed deal from 120 days to 75 days
  2. Get 100% of new reps certified on the pitch within 30 days, up from 50%
  3. Raise new reps' month-6 quota attainment from 55% to 80%
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Expansion

Grow revenue from existing customers

Make expansion a predictable part of the number.

Objective

Make expansion a predictable part of the number

  1. Increase expansion revenue from $150k to $250k per quarter
  2. Run account plans on 100% of top-50 accounts, up from 30%
  3. Raise expansion opportunities created from 15 to 35 per quarter
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Pipeline

Break into enterprise accounts

Land the first repeatable enterprise deals.

Objective

Land our first repeatable enterprise deals

  1. Close 5 enterprise deals over $50k ARR, up from 1
  2. Build $1.5M in enterprise pipeline, up from $400k
  3. Pass security review on 100% of enterprise deals that reach that stage
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Operations

Make the forecast something leadership trusts

Improve forecast accuracy quarter over quarter.

Objective

Improve forecast accuracy quarter over quarter

  1. Bring forecast accuracy at week 4 from within 25% to within 10% of actual
  2. Keep CRM next steps and close dates current on 95% of open deals, up from 60%
  3. Run a weekly forecast review with every team, up from monthly
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Conversion

Raise average deal size

Sell more value per deal without slowing deals down.

Objective

Sell more value per deal without slowing deals down

  1. Increase average contract value from $18k to $24k
  2. Include a premium add-on in 40% of closed deals, up from 15%
  3. Reduce average discount from 22% to 12%
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Pipeline

Turn more meetings into opportunities

Make SDR meetings convert into real pipeline.

Objective

Make SDR meetings convert into real pipeline

  1. Increase meeting-to-opportunity conversion from 30% to 45%
  2. Raise show rate for booked meetings from 65% to 85%
  3. Get account executives to accept 90% of SDR-passed meetings, up from 70%
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Expansion

Grow partner-sourced revenue

Make partners a meaningful source of new business.

Objective

Make partners a meaningful source of new business

  1. Increase partner-sourced pipeline from 5% to 15% of total
  2. Get 10 partners to register at least one deal per quarter, up from 3
  3. Close $200k in partner-sourced revenue, up from $50k
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Product-market fit

Find product-market fit

Prove customers need you and keep paying.

Objective

Prove customers need us and keep paying

  1. Reach 40% of users saying they'd be very disappointed without us, up from 20%
  2. Hit 60% month-3 logo retention, up from 40%
  3. Get 10 customers referring others without being asked, up from 2
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Growth

Land the first 100 paying customers

Build a repeatable way to win early customers.

Objective

Build a repeatable way to win early customers

  1. Grow paying customers from 30 to 100
  2. Find one acquisition channel that produces 20 customers a month
  3. Keep CAC under $1,500
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Growth

Grow MRR month over month

Hit a steady monthly growth rate.

Objective

Hit a steady monthly growth rate

  1. Grow MRR from $80k to $120k
  2. Sustain 10% month-over-month MRR growth for 3 consecutive months
  3. Keep gross MRR churn under 2% per month
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Retention

Raise net revenue retention

Make existing customers grow faster than they leave.

Objective

Make existing customers grow faster than they leave

  1. Increase net revenue retention from 95% to 110%
  2. Reduce logo churn from 3% to 1.5% per month
  3. Grow expansion MRR from $5k to $12k per month
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Efficiency

Extend runway

Add months of runway without stopping growth.

Objective

Add months of runway without stopping growth

  1. Extend runway from 14 to 24 months
  2. Reduce monthly net burn from $250k to $160k
  3. Keep MRR growth above 6% per month
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Growth

Convert more free users to paid

Make the free plan a reliable path to revenue.

Objective

Make the free plan a reliable path to revenue

  1. Increase free-to-paid conversion from 2% to 4%
  2. Get 50% of free signups to the activation milestone, up from 30%
  3. Grow self-serve new MRR from $10k to $20k per month
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Team

Hire the team that gets us to the next stage

Fill the key roles that unlock the next phase.

Objective

Fill the key roles that unlock the next phase

  1. Hire 6 of 6 planned key roles, up from 0
  2. Keep average time to hire under 45 days, down from 70
  3. Get every new hire to a 90-day check-in rated 'on track'
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Growth

Get Series A ready

Reach the metrics a Series A needs.

Objective

Reach the metrics a Series A needs

  1. Grow ARR from $600k to $1.5M
  2. Hit 3x year-over-year growth
  3. Show net revenue retention above 100% for 2 consecutive quarters
View template FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Explore by function.