Goal template: 3 OKRs for sales teams

Liv Vanlerberghe

on

January 19, 2026

Pro Tips

Office

Sales teams face intense pressure to deliver predictable revenue. You must balance hitting short-term quotas with building sustainable pipelines. This challenge requires clear focus and measurable goals. OKRs (Objectives and Key Results) provide the framework sales teams need.

How to set sales OKRs in 3 steps

  1. Pick 1–2 revenue outcomes
    Choose the few outcomes that matter this quarter (e.g., exceed target, shorten cycle, build 3× pipeline).

  2. Write measurable key results
    Draft 2–4 numeric end‑states (e.g., 110% of target, cycle 90 → 60 days, 3× pipeline coverage).

  3. Assign owners and operating cadence
    Give each KR an owner and run weekly check‑ins; review monthly; score and reset quarterly.

Sales OKR example 1: increase revenue performance

Objective: Exceed quarterly revenue targets through improved sales execution.

This objective focuses your team on the ultimate measure of sales success. It prioritizes consistent quota achievement over individual activity metrics.

Key Results:

  • Achieve 110% of quarterly revenue target ($2.2M vs $2M goal).

  • Maintain average deal size of $15,000 or higher.

  • Close 25% more deals than the previous quarter (50 vs 40 deals).

  • Achieve 95% quota attainment across all team members.

Sales OKR example 2: improve sales efficiency

Objective: Shorten sales cycles and increase win rates.

This objective helps teams maximize the value of their pipeline efforts. It focuses on converting prospects faster and more effectively.

Key Results:

  • Reduce average sales cycle from 90 days to 60 days.

  • Increase win rate from 22% to 30% for qualified opportunities.

  • Achieve 80% of demos resulting in follow-up meetings.

  • Maintain 4.5/5 average customer satisfaction score for the sales process.

Sales OKR example 3: build sustainable pipeline

Objective: Generate consistent pipeline to support long-term revenue growth.

This objective ensures future quarters have sufficient opportunities. It balances current performance with future revenue potential.

Key Results:

  • Maintain 3x pipeline coverage for the next quarter ($6M pipeline for $2M target).

  • Generate 40% of new pipeline from prospecting activities.

  • Increase qualified meetings per rep from 8 to 12 per month.

  • Achieve 60% of opportunities progressing past first discovery call.

How to adapt these OKRs?

These templates provide structure, not rigid requirements. Customize them based on your sales environment and market conditions.

  • For early-stage companies: Focus heavily on pipeline generation and customer validation. Prioritize learning about buyer needs over aggressive revenue targets.

  • For Enterprise Sales Teams: Emphasize deal quality and relationship building. Track multi-stakeholder engagement and strategic account development alongside revenue metrics.

  • For Transactional Sales Models: Weight activity metrics and conversion rates more heavily. Focus on call volume, email response rates, and rapid deal closure.

  • For Different Industries: Adjust based on buying behaviors. B2B software might prioritize demo conversion, while manufacturing focuses on proposal win rates.

Start with the objective that addresses your biggest revenue challenge, then expand as your processes improve.

Try it out. Click around. It's super simple.

Try it out. Click around. It's super simple.

Try it out. Click around. It's super simple.

Try it out. Click around. It's super simple.