FIGR / UI TEMPLATE

Account Health Renewal Board

Track expansion risk, success plans and renewal handoffs by customer.

This board template covers saas monetization & entitlements workflows inside an existing product. All people, records and metrics shown are fictional.

Account Health Renewal Board

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At a glance

Screen

Board

Primary action

Review account health

Pattern

board workflow

State

Default, Selected, Filtered, Empty, Warning, Success

Design system

Independent product UI reference; no external / 1mg design system

What this screen helps with

Track expansion risk, success plans and renewal handoffs by customer. The user needs to review account health without losing context.

What to look for

Product areas: Revenue Overview, Accounts, Plans, Usage, Renewals. Task fields: SaaS Monetization record, Assigned owner, Product area, Review status. Example metrics: Active records, Items needing review, Within policy, Upcoming deadlines.

States to consider

Default, Selected, Filtered, Empty, Warning, Success. Also cover restricted access, interrupted saves and missing or stale data when relevant.

Where it fits

Revenue Overview → Account Health Renewal Board → Review account health

Patterns in this screen

board, filters, status, record details, review actions

UX choices to review

Show clear owners, priorities, blockers, and what changes as work moves between stages.

Review review account health with a case such as ACCT-055 · renewal in 30 days. Make room for empty, warning, permission-denied and failed-save states.

Try a similar screen in Figr

Adapt Account Health Renewal Board to my existing product and design system. Keep our current screens, components and role rules. Explore default, selected, filtered, empty, warning, success and relevant edge cases before generating editable Figma-ready UI.

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