Goals that connect to work  ·  3 min read

Sales teams love activity goals because they are easy to count: calls made, emails sent, demos booked. But activity is not a result. These OKRs aim at qualified pipeline, win rate and deal speed, with the work behind each.

A goal linked to key results and tasks, with one task that serves no goalGoal: 60% of new customers finish setup in week 1KR: setup completion 41% → 60%KR: time to first value < 2 daysRewrite onboarding emailsNew setup checklistFix import bugShorten signup formRedesign the sales deck← linked to nothing. Busy work, or a missing goal?
Objective, key results, then the work that moves them.
1Goals that connect to work

How to read these examples

Each OKR has an objective in plain words, key results with a start and a target, and the first tasks. The numbers are examples. Measure your own starting point before you set a target.

2Goals that connect to work

Example 1: We build a pipeline we can rely on

Objective: We build a pipeline we can rely on.

Key results by the end of the quarter:

  1. Qualified pipeline created, from $400k to $650k a quarter
  2. Pipeline from our target segment (agencies of 10 to 50), from 35% to 60%

First tasks:

  • Define what qualified means, in writing, with marketing
  • Build a list of 200 agencies that match the target
  • Run two webinars for agency owners
3Goals that connect to work

Example 2: We win more of the deals we work

Objective: We win more of the deals we work.

Key results by the end of the quarter:

  1. Win rate on qualified deals, from 18% to 26%
  2. Deals lost to no decision, from 45% to 30%

First tasks:

  • Review the last 20 lost deals and list why
  • Write a one-page mutual plan for every deal over $10k
  • Add a pricing call with a manager for stalled deals
4Goals that connect to work

Example 3: Deals close faster

Objective: Deals close faster.

Key results by the end of the quarter:

  1. Median days from first call to close, from 62 to 45
  2. Deals with a next step booked, from 55% to 90%

First tasks:

  • End every call by booking the next step
  • Send a short recap within an hour of every call
  • Flag deals with no activity in 10 days
5Goals that connect to work

Mistakes to avoid

  • Calls and emails as KRs. They measure effort, not progress. Keep them as leading signals, not goals.
  • Revenue as the only KR. It shows up too late to change course. Add pipeline and win rate, which move earlier.
  • Setting and forgetting. Check each key result every week, in five minutes, with a goal check-in.
6Goals that connect to work

Write your own

Describe what your sales team wants to change and any numbers you know. The OKR generator drafts an objective and key results you can edit.

How M-Tracker helps

Connect the goal to the work

Sales work happens in many small steps. When tasks like "send the mutual plan" link to the win-rate KR, the team can see which habits are actually done, and which deals are quietly stalling. M-Tracker links tasks and projects to objectives and key results, so you can see each week how much of the team's time goes to the goal. No screenshots and no activity tracking.

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How a task moves through M-Tracker: brief, work, review, improve, then the manager1BriefResult, audience,must include, due.Files and linksattached.2WorkThe person does itand attaches whatthey made.3ReviewM-Tracker comparesthe work with thebrief. One plainparagraph.4ImproveThey fix what ismissing while it isfresh.5ManagerSees work thatalready passed itsown test.No screenshots. No scores. The person sees the review first.
FAQ

Questions people ask

How many OKRs should one team have?

One to three objectives, each with two to four key results.

Should OKRs be tied to bonuses?

Most teams keep them separate. Tying them to pay makes people set safe goals.

What if we miss?

Scoring 0.7 on a stretch goal is a good quarter. Look at what you learned, and set the next one.

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