OKR template to accelerate the growth of Gross New ARR

This sales OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

This OKR is centered on the broad objective of accelerating the growth of Gross New ARR (Annual Recurring Revenue). To facilitate this, three key outcomes have been strategized. The first outcome focuses on increasing upsell opportunities by 25% to tap into the existing customer base's value. This will be achieved by identifying key upsell products, implementing targeted marketing campaigns, and effective upsell training for the sales team.

The second outcome is to enhance the number of sales demos by 20% to create more revenue opportunities. This target seems to be a mixture of improving skill and increasing outreach. The initiatives include training the sales team on better demonstration techniques and improving marketing efforts. A unique initiative is incentivizing more demo scheduling.

The third outcome is about improving the conversion rate from trial users to paid subscribers by 15%. To accomplish this, a systematic and personalized approach is employed. Initiatives range from implementing targeted follow-up email campaigns and improving the trial onboarding process to tempting potential customers with personalized pricing packages post-trial.

All the three outcomes are aimed at increasing revenue in different ways; by leveraging existing customers, by reaching out to potential customers more effectively, and by bettering the utilization of trial periods. Measurement is based on a numerical scale from 0 to 100, indicating the percentage progress toward the outcome.

ObjectiveAccelerate the growth of Gross New ARR
KRBoost upsell opportunities by 25% to enhance existing customer value
Identify key products for upsell opportunities
Implement targeted marketing campaigns for existing customers
Train sales team in effective upselling techniques
KRIncrease the number of sales demo by 20% to generate new revenue opportunities
Train sales team on effective demo presentation techniques
Improve marketing efforts to attract potential clients
Create incentive program for scheduling more demos
KRImprove conversion rate from trial to paid subscriptions by 15%
Implement targeted follow-up email campaigns
Enhance trial onboarding process to emphasize product benefits
Offer personalized pricing packages after the trial

Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

Replace generic outcomes with measures your team can update consistently
Set ambitious but credible targets using current performance as the baseline
Assign an owner to every outcome and agree on what success looks like
Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
Embedded AI Mode: create and refine goals without leaving the planning workflow
MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.