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Sales Performance OKR Guide and KPI Calculator

Sales Performance OKR Guide and KPI Calculator cover

With this ready-to-use excel workbook of pre-made OKR guides and pre-made KPI calculator templates, easily track key performance metrics, such as customer acquisition cost, win/loss ratio, ROI, and more to set a course of action.


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Why is measuring sales metrics so important?

TTEC Growth Service mission is to help you increase sales and revenue to meet your business goals. Measuring sales metrics is important because it helps evaluate performance and identify gaps that inform decisions and future strategy. As a salesperson or leader, you must be able to interpret and use data to create actionable plans that directly impacts the bottom line.

Our workbook helps make your sales objective a reality with a closer look at OKRs and KPIs. Evaluate Objectives and Key Results (OKRs) to determine actionable items that can be measured to contribute to overall goal alignment. Meanwhile, analyze your Key Performance Indicators (KPIs) activities and outcomes to empower business goal attainment.

Together, OKRs work in concert with KPIs to accurately gauge the results of your efforts and strategy. Our ready-to-use OKR guide and excel KPI calculator templates make it easy for you to align, calculate, and track important sales metrics over time. The download is free! Happy selling and tracking.


Our simple, plug-and-play KPI calculator will help you gain insight into the sales metrics that matter

sample view of our KPI calculator template
  • Win Rate
  • Conversion Rate
  • Average Deal Size
  • Customer Acquisition Cost (CAC)
  • Return on Investment (ROI)
  • Customer Retention Rate
  • Customer Churn Rate

Frequently asked questions

Do you have additional free downloads?

Yes, absolutely! We enjoy sharing free knowledge and helpful pro tips with you. Keep us in mind when you are ready to take your sales to the next level. You can use our outsourcing RFP template for a great starter list of questions to ask when reviewing outsourcing partners. And our Sales Funnel Pipeline Calculator helps you identify how to increase velocity through your sales pipeline funnel.

Why do I need to complete a form fill?

Your personal information is safe with us. In exchange for this information, you will receive personalized browsing on ttec.com , you will receive more helpful information and other marketing content that may be of value to you.

What sales services does ttec provide?

With our demand and acquisition solutions, we get you new customers. With our growth and expansion solutions, we increase wallet share with your customers through cross-sell up sell, service to sales and account management. Our retention and loyalty solutions help keep you customers happy so they don’t leave or stop spending with you. And throughout the buyers journey, our advanced analytics help you with customer journey and understanding customer expectations and needs in order to growth sales and revenue.

How do I get started outsourcing?

If you'd like to learn more about the benefits of sales outsourcing, read our blog post Sales Outsourcing: 11 Benefits of Outsourcing Sales. You can also contact us or use our chatbot to explore our sales growth services in more detail.


Our award-winning approach to sales and marketing delivers business results

We are a leading global customer experience technology and services company focused on the design, implementation and delivery of transformative customer experience for many of the world’s most iconic and disruptive brands. The Company delivers outcome-based customer engagement solutions through TTEC Digital, its digital consultancy that designs and builds human centric, tech-enabled, insight-driven customer experience solutions for clients and TTEC Engage, its delivery center of excellence, that operates customer acquisition, care, fraud prevention and detection, and content moderation services. Founded in 1982, the Company's 50,000+ employees operate on six continents across the globe and live by a set of customer-focused values that guide relationships with clients, their customers, and each other.


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Ready-to-use Sales Performance OKR Guide and KPI Calculator