OKR Tracker Template

I have seen so many wasted quarters by sales teams.

Sales reps were busy, but we either didn't add enough new pipeline or we didn't convert enough of existing pipeline.

In my experience, this is often a result of a poor goal management system and adequate coaching toward those goals.

That’s where this OKR tracker template comes in.

I built this OKR Google Sheet template, so that you could quickly customize it for your team and drive massive impact across your sales org.

It’s designed to give you the ability to set big goals for your team with clear, actionable initiatives and a way to measure progress.

This pairs nicely with the sales compensation template to ensure you align incentives properly.

This OKR tracker template is broken down into the following sections. Once you copy the template, familiarize yourself with each of the following tabs:

1. Read Me: the first tab to outline how to use the template most effectively
2. Template: a blank template that you can input your OKRs into. Generate these on your own or use my AI prompt to get a head start.
3. Example: I want to show you "what great looks like" for inspiration. This is actually how I manage my sales teams OKRs.
4. AI Prompt: the holly grail! Now, you can simply update your company name in the prompt and it will generate a 1st draft of your OKRs for next quarter. Total magic!

This OKR framework is commonly used by world renowned companies like Google.

If you really want to do a deep dive into how to set effective goals, read John Doerr’s book “Measure What Matters”.

It really took us a while to adapt to a quarterly goal setting framework. There’s so much to get done day to day that strategic planning can sometimes not get prioritized. Here's how I recommend you get started: 

1. Make a Copy: click "Use Template" in the upper right corner when you get access to the Google Sheet.
2. Personalize your quarter: Set start and end dates of your quarter.
3. Generate draft OKRs with AI: open the AI Prompt tab, add your company name, paste into your favorite AI tool. Copy output back into the OKR blank template.
4. Confirm buy-in: make sure everyone on the team is aligned on what the goals are.
5. Lock-in and GO: now it's time to run as fast as you can to hit your targets because next year, the numbers get even bigger!

After I built this OKR tracker template, we gained a level of rigor to our goal setting process that never existed before, which help us achieve big goals that previously seemed impossible to hit.  

Add the template to your cart to instantly receive a link to the Google Sheet of the OKR Tracker Template.

You can get access to all operating templates from the Template Library within the VP of Sales Template Bundle below.

FAQs

Q: What is an OKR and how is it different from a task list?

A: Objectives set the qualitative direction, while Key Results define measurable outcomes. Then I use initiatives as critical projects to execute that will enable us to achieve our OKRs. A task list is often a assortment of things to do without necessarily being connected to any coordinate strategy or goal.

Q: Does this work outside of sales?

A: Absolutely, this framework works across departments for any organization. However, it's not always necessary, particularly in roles where the day to day tasks are well structured and clearly understood. This template is specifically optimized for B2B sales teams.

Q: Will it work in excel? 

A: It's built for Google Sheets. You can make a copy of it for your Google Drive. You can also export it to excel, though some formatting and formulas may need slight modification for excel.