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Finance OKR example

Cut spend without slowing growth

Reduce non-essential spend.

Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTFinance OKRs
OBJECTIVE

Reduce non-essential spend

  1. KR 1

    Reduce software spend by 20% by cutting unused licenses and duplicate tools

  2. KR 2

    Give 100% of budget owners a monthly spend-vs-budget view, up from 30%

  3. KR 3

    Keep total spend within 2% of budget, from 9% over

Example targets. Adapt to your baseline before you start.
USE THIS WHEN

Spend has crept up and nobody owns it line by line.

KPIs to watch alongside this OKR

Keep these measures in view as you review progress.

  • Software spend
  • Budget owner coverage
  • Budget variance
Explore related KPIs

Make it work for your team

01

Set your baseline. Check where you are today, then choose targets that stretch your team.

02

Agree on ownership. Give each key result a clear owner and a source of data.

03

Check in every week. Review the numbers, share confidence, and decide what needs attention.

Get this template as YAML

A machine-readable version of this example for a script or AI assistant.

title: Cut spend without slowing growth
objectives:
  - title: Reduce non-essential spend
    outcomes:
      - title: >-
          Reduce software spend by 20% by cutting unused licenses and duplicate
          tools
        initiatives: []
      - title: Give 100% of budget owners a monthly spend-vs-budget view, up from 30%
        initiatives: []
      - title: Keep total spend within 2% of budget, from 9% over
        initiatives: []
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Planning

Make the forecast reliable

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Objective

Improve forecast accuracy for leadership

  1. Bring revenue forecast accuracy to within 5% of actual, from within 15%
  2. Bring expense forecast accuracy to within 3%, from within 10%
  3. Move from a quarterly to a monthly rolling forecast
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.

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Accounting

Close the books faster

Shorten month-end close.

Objective

Shorten month-end close

  1. Reduce month-end close from 15 days to 6 days
  2. Automate 80% of reconciliations, up from 25%
  3. Cut post-close adjustments from 30 to 5 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.

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Cash

Get paid faster

Reduce days sales outstanding.

Objective

Reduce days sales outstanding

  1. Reduce DSO from 55 days to 38 days
  2. Cut invoices over 60 days past due from 15% to 4% of receivables
  3. Move 60% of customers to automatic payment, up from 25%
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

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