These SaaS OKR templates are meant to help teams move from ideas and projects to measurable business outcomes. Use them as a starting point, then tailor the metrics and initiatives to the reality of your company.
Use SaaS OKRs to define what success looks like this quarter, then track them weekly so the team can quickly spot blockers, learn, and adjust execution.
SaaS OKR examples and templates
This page includes 8 templates that teams can use as a starting point for better planning, alignment, and weekly goal tracking.
OKRs to improve user onboarding
ObjectiveStreamline onboarding and improve our user journey
KRIncrease the number of user invites sent during onboarding by 8%- KRReduce trial abandonment from 20% to 12%
- KR90% of new sign-ups get through the entire onboarding flow
- KRImprove trial to paid conversion by 12%
OKRs to encourage user referrals
- ObjectiveAccelerate momentum with user referrals
- KRIncrease weekly in-app referrals from 1.5 to 2.5/week
Add referral link in footer of weekly customer comms- Improve visibility of referral actions
- KRPublish 5 case studies from top customers
- Identify top 10 customers for case studies
- Secure 5 interviews
- KRSecure 20 new G2 reviews score 4+ stars
- Contact 40 users scoring us NPS 9+ and ask for a review
OKRs to drastically improve onboarding and activation
- ObjectiveGet amazing improvements in our onboarding process
- KRIncrease the number of trials/week from 20 to 35
- Display clear CTAs to help non-admins request upgrades
- Add 5 clear upgrade paths for users
- KRIncrease week-1 activation rate from 55% to 65%
- Identify drop-offs
- Instrument activation funnel in Amplitude
- Tackle top 5 low-hanging fruits to improve onboarding
- KRReduce trials churn from 46% to 30%
- Implement fixes following feedback
- Talk to 20 churned customers to understand what went wrong
OKRs to get a solid growth engine
- ObjectiveCreate a solid growth engine
- KRIncrease weekly leads by 30%
- KRWe're getting 0.1 leads/active customer/week
- KR30% of new leads start a trial
OKRs to create a successful MVP
- ObjectiveCreate a successful MVP
- KROur NPS is above 40 with early adopters
- Identify and solve top 5 improvement requests
- Sign up for Wootric to get NPS feedback
- KROur 8-week retention rate is above 30%
- KR60% of users complete their onboarding process
OKRs to develop paid acquisition channels
- ObjectivePaid Marketing is a new channel for leads growth
- KR20% of new leads come from paid acquistion
- KRGenerate $10K MRR from paid acquisition channels
- KRBring Customer Acquisition Costs (CAC) down to $500
OKRs to develop a new in-product referrals program
- ObjectiveDevelop a new in-product referrals program
- KRImprove onboarding of referred users to keep conversion above 40%
- KRGet 3 referrals per customers on average across all accounts
- Identify opportunities for network effects
- KRGet 60% of new customer accounts to refer at least one other customer
- Add referral step in the onboarding drip feed
- Create incentive to reward customers for referring users
OKRs to build an amazing user experience
- ObjectiveBuild an amazing user experience
- KRIncrease the number of weekly active users from 8k to 10k
- KRImplement the equivalent of 100 votes in features
- Identify top voted feature requests
- KRImprove our NPS from 50 to 75
- Reach out to 10 low NPS scores to understand their frustrations
How to use SaaS OKRs well
Strong OKRs keep the team focused on measurable outcomes instead of a long task list. That means picking a clear objective, limiting the number of competing priorities, and reviewing progress every week.
Use SaaS OKRs to define what success looks like this quarter, then track them weekly so the team can quickly spot blockers, learn, and adjust execution.
Related OKR template categories
If you are building a broader plan, these related categories can help you connect saas work to adjacent company priorities.
- Leadership OKR templates
- Strategic Planning OKR templates
- Operations OKR templates
- Operations Team OKR templates
- Sales OKR templates
- Sales Team OKR templates
More OKR templates to explore
- OKRs to elevate self-confidence levels in profession
- OKRs to strengthen lab operations through cross-training
- OKRs to secure a promotion to Senior Associate Client Representative
- OKRs to successfully secure a Jamaican work visa
- OKRs to enhance efficiency and accuracy of accounts payable process
- OKRs to improve efficiency in resolving health claims denial issues
Not seeing what you need?
Use Tability AI to generate OKRs based on a prompt
Tability allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
Use Tability feedback to improve existing OKRs
You can also use Tability's AI feedback to improve your OKRs if you already have existing goals. Just import them to the platform and click on the Generate analysis button.
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.