FIGR / UI TEMPLATE

CSM Portfolio

CSM Portfolio for post-sale teams to coordinate outcomes, adoption, stakeholders, risk, milestones, renewals, and customer follow-up.

This table reference covers customer success. Its sample screen includes HelioWorks and Northstar Labs and the Add account action. Adapt its workflow to your product and design system.

CSM Portfolio

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At a glance

Screen

Table

Primary action

Add account

Pattern

CSM Portfolio table

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The csm portfolio screen supports “Add account” while keeping portfolio and plans in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Add account
  • Main area: Portfolio brings the user to the relevant workflow
  • Related area: Plans keeps nearby context accessible
  • Accounts: 49 in the sample screen
  • Healthy: 81% in the sample screen
  • Example 1: HelioWorks
  • Example 2: Northstar Labs

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Retain table headers, sort order, and selected filters
  • Empty: Distinguish no records from no matches for the current filters
  • Error: Preserve selected rows and clarify whether any batch changes saved
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Add account and say what happens next

Where it fits

Portfolio → Plans → Add account → Review result

Patterns in this screen

CSM Portfolio table, Portfolio, Plans, permission handling, error recovery

UX choices to review

Show the columns that help someone choose the next action

In this example, HelioWorks is one of the records worth checking. Keep the sample data clearly separate from a live system.

Preserve filters and sort order as people open records and return

Make status, ownership, and exceptions easy to scan, including smaller screens

Try a similar screen in Figr

Design a csm portfolio screen for an existing customer success product. Use our actual design system, components, and content rules. Cover Portfolio and Plans, include believable records such as HelioWorks, and make "Add account" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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