Templates · OKRs for teams
Marketing OKR example
An objective a marketing team can own for a quarter, with key results that measure pipeline, not activity.
The goal
Make marketing the main source of qualified pipeline
Due the end of the quarter; check in weekly. Numbers are examples - change them to yours.
| Metric | Target | Why this number |
|---|---|---|
Marketing-qualified leads Each check-in adds an amount | 120 leads a month | The output sales actually feels. A monthly quota shows each month whether you hit it, not just the quarter's total. |
Visitor-to-signup rate Each check-in is the new reading | 1.8% → 3% | Traffic is cheap to inflate; conversion shows whether the site and offer work. |
Organic search visits Each check-in is the new reading | 8,000 visits/month → 12,000 visits/month | The channel that keeps paying after the quarter ends. |
Cost per lead Each check-in is the new reading | $85 → $60 (should go down) | A key result that should go down - spending more to hit the lead number shouldn't count as a win. |
GoalNexa forecasts each metric from its check-ins and gives the goal a health badge - on track, at risk or off track - long before the end of the quarter.
Set it up
With your AI assistant
Connected to GoalNexa (setup guides)? Paste this - it shows you a draft before creating anything:
Create a goal in GoalNexa: "Make marketing the main source of qualified pipeline", due the end of the quarter (ask me for the date). Metrics: - Marketing-qualified leads (unit: leads): target 120 leads per month, amounts added up - Visitor-to-signup rate (unit: %): start 1.8%, target 3%, latest reading - Organic search visits (unit: visits/month): start 8,000 visits/month, target 12,000 visits/month, latest reading - Cost per lead (unit: $): start $85, target $60, latest reading Check-ins weekly. Show me the draft before creating it, and let me change the numbers.
In the app
- Create your free account and pick "Website" in the first-run steps (or "New goal" on the dashboard).
- Add the goal "Make marketing the main source of qualified pipeline" with its date, then its 4 metrics - start, target and unit as above. For an amount that adds up, set "Each check-in is" to "An amount to add to the total"; for a target per week or month, set "Target is for".
- Set each metric's check-in schedule to "Weekly" so reminders keep the numbers current.
Tips
- Check in every Monday from last week's numbers - the forecast needs a few readings before it says much.
- Leads come from your CRM? Post them to the metric's check-in URL from a scheduled script instead of typing them.
- Keep 3-4 key results. Five or more and the goal's progress stops meaning anything.