Account Detail

See account context, active opportunities, stakeholders, recent activity, and the next sales action in one place. The screen connects Overview and Deals so sales teams can find the “Add activity” action while checking account value and open deals.

Use this reference when you need to design this workflow inside an existing product. The example includes practical records such as Northstar renewal · Negotiation and Expansion · Discovery, rather than an empty visual shell.

Use this template in Figr

Template facts

Screen

Workspace

Primary action

Add activity

Pattern

Workspace

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps users do

Sales teams need a clear “Add activity” action without losing sight of account value, open deals and the affected records. Keep the decision and its outcome clear before moving to the next task.

Key elements

Primary action: Add activity is clearly available where the task happens.
Main view: Overview keeps the starting point obvious.
Connected view: Deals supplies nearby context.
Metric: Account value is visible with a meaningful value.
Another signal: Open deals helps people judge what to do next.
Representative record: Northstar renewal · Negotiation makes the example specific.
Second record: Expansion · Discovery shows the pattern works beyond one item.

States worth designing

First-use workspace; show what people can do instead of leaving a blank panel.
Loading overview without changing the layout unexpectedly.
Unavailable or restricted panel; explain the problem and preserve work.
Permission denied for deals; clarify who can continue.
Success after choosing Add activity; confirm the result and the next step.
Network or data refresh failure; offer a retry without losing context.

Where this screen sits in the flow

Overview → Deals → Add activity → Review outcome

Patterns used

Workspace, Overview, Deals, Contacts, accessible states, contextual actions

Why these choices work

Keep the main job visible above supporting panels. Group related controls and surface exceptions where people act.

In this design, people should be able to compare Northstar renewal · Negotiation with Expansion · Discovery. Make account value clear, then use open deals to explain whether the next step needs attention.

Before handing this to a designer or engineer, check keyboard focus, error copy, permissions and what happens after they choose the “Add activity” action. The happy path alone is not enough.

Related UI examples: Deal Pipeline, Contact Import, Lead Inbox.

Start from this in Figr

Design a account detail screen for our existing software product. Use our real design-system tokens, components and product language. Show Overview and Deals, include believable records such as Northstar renewal · Negotiation, and make add activity easy to find. Map loading, empty, failure, permission and success states before you create editable high-fidelity screens.

Open Figr