Templates · OKRs for teams
Sales OKR example
A quarter's revenue objective with the few numbers that predict whether you'll close it.
The goal
Close the quarter's new revenue target
Due the end of the quarter; check in weekly. Numbers are examples - change them to yours.
| Metric | Target | Why this number |
|---|---|---|
New ARR closed Each check-in adds an amount | $0 → $150,000 | The outcome. Each closed deal is a check-in, so the chart shows whether the pace gets you there. |
Demos held Each check-in adds an amount | 10 demos a week | The leading number: a short week of demos shows up here a month before it shows up in revenue. |
Win rate Each check-in is the new reading | 18% → 25% | More demos only help if they convert. |
Sales cycle length Each check-in is the new reading | 45 days → 35 days (should go down) | Shorter cycles pull revenue into the quarter; this one should go down. |
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: "Close the quarter's new revenue target", due the end of the quarter (ask me for the date). Metrics: - New ARR closed (unit: $): start $0, target $150,000, amounts added up - Demos held (unit: demos): target 10 demos per week, amounts added up - Win rate (unit: %): start 18%, target 25%, latest reading - Sales cycle length (unit: days): start 45 days, target 35 days, 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 "Close the quarter's new revenue target" 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
- Log each closed deal as its own check-in with the customer in the note - the activity feed becomes the deal log.
- Several sales teams? Make this a goal template so each team runs its own copy and the totals add up.