Getting to Know the Design Module

Understanding the Design Module

The Design Module is a Sales Organization tool that allows you to intelligently and collaboratively align your go-to-market resources. Design your go-to-market strategy with our customizable tool, and execute with confidence through our key features:

Holistic Planning

A complete go-to-market plan for your company with the territory, team, roles, product and industry taxonomy designers allowing complete visibility. Each designer gives a different perspective to your business's sales strategy, allowing you to effectively create and maintain your entire go-to-market model in one place. Learn about each of them here:

  • Territory Designer - A place for users to organize accounts into segments and territories, assign targets, define resource coverage, and track segment-focused company performance.
  • Team Designer - A place for you to organize people into teams based on their company's unique go-to-market strategy, where they can also set and review targets and assign quota.
  • Designing Roles - A place for you to define the various selling and support roles that make up your go-to-market strategy, and manage the capacity and productivity profiles associated with the various roles.
  • Industry Taxonomy - A place for you to define a consistent Industry Taxonomy that is used across the Go To Market design.
  • Product Designer - A place for you to organize products into different groups and set targets on those groups.

Key Planning Tasks

Each designer functions similarly and allows you to complete tasks such as:

Scenario Planning

The ability to evaluate different what-if situations, to make more informed decisions before making a commitment. Learn more about these views here:

Ongoing Plan Maintenance

Maintaining your sales plan consistently throughout the year is needed, and Modules allow you to do so with the following features:

  • Maintain Data Hygiene with Data Policies in the Motion Module
  • Capacity Review in the Roles Designer
  • Assess and Act on Plan Drift using Dashboards in the Rhythm Module
  • Reassigning Targets and Assignments while Changing Roles
  • Adjust Quotas in the Targets Tab
  • Adjust Policies in the Motion Module to reflect changes to execution policy based on the updated go-to-market plan in the Design Module.


Conduct comprehensive sales planning that involves all stakeholders into a common experience. Learn more about this here:

Updated about a month ago

Related Topics

Now that you have a brief overview of the Design Module, let's go over each of the designers in detail.

Territory Designer
Team Designer
Product Designer
Roles Designer
Industry Taxonomy

Getting to Know the Design Module

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