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Sales OKRs

Sales OKR examples and templates

Build the pipeline. Earn the win.

Sales OKR templates help revenue teams focus on pipeline quality, conversion, and execution instead of disconnected activity targets. They work best when sales leaders want clearer ownership and a stronger weekly operating rhythm.

Find your template 10 examples, ready to make your own
Clear objectivesMeasurable key resultsBuilt for a weekly check-in

What is a good sales OKR?

A good sales OKR pairs one clear objective with two to four measurable key results the team can score every week. It describes an outcome rather than a list of activities, sets targets that are ambitious but scoreable, and is reviewed weekly so blockers surface before the quarter gets away from the team.

START WITH THE OUTCOME

What does your team want to improve?

Pick a starting point. Adjust the targets to your baseline.

10 matching templates

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

Example targets are illustrative. Set yours using your team's actual baseline.

More sales examples from the library

Explore other approaches to this topic. Check the measures and targets against your own situation.

Marketing

Increase the acquisition of new clients

Objective

Increase the acquisition of new clients

  1. Convert 15% of leads into new clients by improving sales techniques and offerings
  2. Increase client referrals by 20% by implementing a client referral program
  3. Boost website traffic by 25% through optimizing SEO and content marketing strategies
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Sales

Increase account expansion by securing contract renewals for 90% of existing clients

Objective

Achieve a high rate of contract renewals for existing clients

  1. Increase customer satisfaction rates by 15% via feedback surveys
  2. Improve account management processes to reduce churn by 10%
  3. Outperform monthly revenue targets by 20% to upsell and cross-sell
More objectives and key results

Achieve a high rate of contract renewals for existing clients

  1. Launch a customer referral program to generate 30% new business from existing clients
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Sales

Strengthen relationships with key accounts and identifying opportunities for growth

Objective

Increase revenue through strategic account management

  1. Develop and execute personalized account plans for top 3 accounts
  2. Conduct 5 in-person meetings with key accounts to strengthen relationships
  3. Identify 3 new growth opportunities within key accounts
More objectives and key results

Increase revenue through strategic account management

  1. Increase key account revenue by 10% through cross-selling and upselling
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Search the full library for more sales examples

MAKE IT MEANINGFUL

How to use sales OKRs

How to use these templates

Build OKRs around outcomes like qualified pipeline, win rate, account expansion, or sales efficiency. Then keep the weekly review focused on what is helping or hurting revenue momentum.

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.

KNOW WHAT TO MEASURE

The numbers behind your goals.

Choose a small set of KPIs to watch alongside your OKRs.

Explore related KPIs
KEEP EXPLORING

Related OKR topics

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Sales OKR questions

What should sales OKRs measure beyond quota?

Quota is a target, not a strategy, so sales OKRs should add the outcomes that make quota repeatable: qualified pipeline coverage, win rate, average deal size, sales cycle length, and expansion revenue. Those metrics tell you why revenue is or is not happening.

How are sales OKRs different from sales KPIs?

KPIs monitor the ongoing health of the sales machine, while OKRs pick the two or three numbers you are actively trying to move this quarter. A good sales OKR names the change, such as lifting win rate from 22% to 28%, not just the metric.