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Operations, Finance, BI OKR + KPI examples
Operations, Finance, BI OKR + KPI examples

Need inspiration? Check out our Operations, Finance + BI examples.

Nicole Capobianco avatar
Written by Nicole Capobianco
Updated over a week ago


Use a sample metric to create a KPI such as Gross profit margin ≥ 70%:

Gross Profit Margin

Operating Profit Margin

Current Ratio

Accounts Payable Turnover

Accounts Receivable Turnover

Return on Equity

Burn Rate

Inventory Turnover

Budget Variance



O: Our bookkeeping is efficient and reliable

KR: Books are finalized in X days

KR: Customers pay their invoices in X days

O: Ensure on-time reporting by overhauling accounting processes

KR: Reduce "days late" from X to Y


O: Enable us to predict which accounts are at risk of churning

KR: Receive prior alert for X% of churned customers

O: Make our data more reliable

KR: X% reduction in discrepancies

O: Streamline data access to empower leadership to make decisions faster

KR: Reduce time required to make decisions from X weeks to Y weeks


O: Tighten financial controls

KR: Reduce overspend by X%

O: Our shareholders find our reporting insightful
KR: Increase in positive shareholder feedback by X%

O: Our budgets are cost effective across all departments

KR: Net profit increase of X%

KR: X% reduction in operating costs


O: Significantly improve our tracking system to prevent production delays

KR: Reduce production delays from X weeks to Y week

O: Bring production costs to an all time low

KR: Reduce cost by $X

O: Develop capacity management tool to drive scale

KR: Increase production capacity by X%

O: Advance the request for proposal process faster without sacrificing quality

KR: Reduce time for initial RFP to X days

KR: Reduce requests for improvements by X

Or Browse sample goals via the folder icon when creating Objectives, Key Results, or KPIs:

Browse sample goals folder icon
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