现在，您可以从我们的销售专家的经验中受益，他们汇集了一个很棒的Databox templateshowing an overview of your sales team’s performance. It’s simple to implement and start using as a standalone dashboard or in sales reports, and best of all, it’s free!
You can easily set it up in just a few clicks – no coding required.
To set up this销售分析概述仪表板, follow these 3 simple steps:
OKR stands for ‘Objectives’ and ‘Key Results’. OKR is a goal-setting method used by big companies like Google and other organizations to help sales teams streamline their processes and deliver outcome-based success.
实施OKR时，销售团队需要回答两个问题：
目标：我要去哪里？
关键结果：我怎么知道我是否到达那里？
So while your objectives need to be time-bound (so you can track their progress) and actionable, your key results need to be measurable and quantifiable.
How will you fulfill those goals\objectives? What actions will you take to reach those objectives?
Choose 3 to 5 measurable key results for each of your objectives.
Source: Betterworks.com
步骤3 - 将目标传达给您的销售团队。
Next, keep your team in the loop and discuss the objectives and key results with them. Encourage team members to take ownership of these goals for better success.
Step 4 – Track your progress.
This is why goals should be time-bound – so you can easily track their progress and determine whether you’re meeting your OKRs or not.
Arnold Chapman ofEld Focusagrees and adds, “Focus on your objectives that are achievable and only according to what your company needs the most. Make sure to set goals that you have the time and resources for.”
‘What’s your best-performing blog CTA? Please share one example of a high-performing blog post CTA and why you think it works so well.’
Before I hit “Publish” on my blogs, I make sure that my readers can take the next step to learn more about your company. Although there are many CTAs that help my blogs perform exceptionally well. However, there’s one CTA that I stick by, and it works for me, that is, Connect on Social CTAs. This call-to-action provides links to connect with your company on social media. So, there’s a higher chance that your readers will be interested in future content that you post.”
Alejandro RiojaSo Influential认为虽然OKRs应该简单,they should also be realistic. “For instance, think about what your business needs on priority; it can be higher CTR, more social media engagements, or conversions. This helps you to set a realistic number that you can achieve at a specified time.” Explains Rioja.
While goals should be simple, they should also be specific and measurable.
Dan Bailey ofWikilawn恰当地说：“模糊的目标不会削减它。您的目标应该在整体计划中具体，集中和详细，以及您打算如何执行它。”
乔纳森·纽纳尔（Jonathan Newar）队长的经验shares, “Something I have learned about setting sales goals with OKSs is that they should be simple, measurable, and specific. Without these guidelines, it is easy to create goals that have numerous objectives, and at the end of the day, you can’t measure your success.”
And when setting sales goals with OKRs, “you don’t just want to set up a number to reach. What you want is to explain clearly the steps, processes, experiments, and tools you’re going to test and apply so you can see what helps you reach those goals.” Explains Jonathan Aufray of成长黑客服务
3. Focus on the target, not the tactic
“When focusing on tactics, if anything changes (people, budgets, timelines), you’re stuck without a plan halfway through the quarter.” Explains Dani Peterman of卢沙。“关注目标使利益相关者可以灵活地改变策略和策略，而不会忘记目的。”
“Be patient and precise because it will help you set awesome goals that will keep you focused and create real value for the company. In September, the last time my team set OKRs, we needed two 4-hour meetings in two days to set good goals, not including preparation.
That may seem like a lot of time, but it’s worthwhile because the whole team will be aligned behind meaningful goals that bring value to the company’s bottom line.” Shares Zantvoort.
While the key is to go for simple goals, it doesn’t mean you go for easy goals. Set up difficult targets that you’d have to stretch yourself, and your team will have to give their 100% effort to achieve.
小目标也帮助你设定目标your development. To achieve the main outcomes, they keep you right on track in terms of understanding what you have to do. Those small targets that you do may be the objects of action that are the most important for your OKRs.
For instance, for this quarter, your target is to increase your sales revenues by 5 percent, and one of your main goals is to get 5 new customers. Think about how you’re going to attract new customers. Inbound marketing can be one of your mini-goals like writing a blog post a week.”
8. Keep it systemized
LinkBuilder’s Stewart Dunlop’s number one tip is to keep everything systematized.
卢克·菲茨杰拉德（Luke Fitzgerald）Rightfitz咨询says his tried and tested tip to set goals using OKRs is, “Give yourself enough time for the executing team(s) to deliver each of the objectives and supporting milestones in a way that doesn’t detract from their ability to do their ‘regular’ or billed work.”
Fitzgerald further explains, “To ensure sales goals within the OKR framework are SMART, looking at the ‘T’ (timely) element specifically, I’d suggest a using a form of time tracking software or a project management suite to allocate dedicated ‘non-billable’ blocks to the relevant OKR tasks and add them to your team’s workload like you would with any regular ‘billable’ work items.
艾丽西亚·亨特（Alicia Hunt）Koanbelieves that while revenue targets will always be the primary OKR for sales teams, typically an annual target split up by quarter in a KR format, “It’s important to look at the bigger picture. Identify other KRs that can support sales, like training, sales enablement materials, and cross-team KRs. This will help sales teams achieve greater success by expanding focus and making time for additional goals and KPIs to support the higher-level objectives.”
Soapbox’s Brennan McEachran agrees and adds, “Involving your reps, team leads, and managers in the goal-setting process will open up the floor to new insights, ideas, and opinions. It also encourages your team to take ownership of sales goals. When they’re able to contribute to the goals they’re aiming for, they’ll feel more personally invested in the success of the team.”
Final Thoughts
As Matt Tucker ofKoanaptly concludes, “Take the time to really think through and write a set of goals that manifest your strategy. Are you trying to break into new geographic territories? Win over a new vertical? Your sales goals should make it clear to the whole team how you want to transform the business you have today into the business that keeps you winning in the future.”
关于作者
Maham S. ChappalMaham S. Chappal是B2B中SaaS和营销品牌的内容作家。她已发表在包括社交媒体审查员在内的几个主要出版物中。她喜欢撰写深入的，由研究支持的内容，可促进流量，提高品牌知名度并提高ROI。当她不写作时，您会发现她全神贯注于最新的约翰·格里森（John Grisham）小说中。您可以在LinkedIn或Mahamschappal.com上找到她
