FIGR / UI TEMPLATE

Expansion Opportunities

Expansion Opportunities 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 Evergreen Health and Beacon Commerce and the Add opportunity action. Adapt its workflow to your product and design system.

Expansion Opportunities

BUILD ON THIS

Make it yours in Figr.

Explore this screen, then bring in your own product and design system to shape the next version.

Use this template ↗

At a glance

Screen

Board

Primary action

Add opportunity

Pattern

Expansion Opportunities board

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The expansion opportunities screen supports “Add opportunity” 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 opportunity
  • Main area: Portfolio brings the user to the relevant workflow
  • Related area: Plans keeps nearby context accessible
  • Accounts: 46 in the sample screen
  • Healthy: 78% in the sample screen
  • Example 1: Evergreen Health
  • Example 2: Beacon Commerce

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 opportunity and say what happens next

Where it fits

Portfolio → Plans → Add opportunity → Review result

Patterns in this screen

Expansion Opportunities board, Portfolio, Plans, permission handling, error recovery

UX choices to review

Show the columns that help someone choose the next action

In this example, Evergreen Health 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 expansion opportunities 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 Evergreen Health, and make "Add opportunity" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

Open Figr

KEEP EXPLORING

More ways to approach your next screen.

Browse other product UI examples, compare patterns, and pick the direction that suits your product.

Explore all 500 templates ↗