FIGR / UI TEMPLATE

Product Adoption Dashboard

Product Adoption Dashboard for post-sale teams to coordinate outcomes, adoption, stakeholders, risk, milestones, renewals, and customer follow-up.

This analytics reference covers customer success. Its sample screen includes Riverbank and HelioWorks and the Create segment action. Adapt its workflow to your product and design system.

Product Adoption Dashboard

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At a glance

Screen

Analytics

Primary action

Create segment

Pattern

Product Adoption Dashboard analytics

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The product adoption dashboard screen supports “Create segment” 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: Create segment
  • Main area: Portfolio brings the user to the relevant workflow
  • Related area: Plans keeps nearby context accessible
  • Accounts: 48 in the sample screen
  • Healthy: 82% in the sample screen
  • Example 1: Riverbank
  • Example 2: HelioWorks

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Keep chart labels and time range visible while metrics refresh
  • Empty: Explain the chosen date range or filter has no data
  • Error: Identify missing or stale metric sources without implying zero activity
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Create segment and say what happens next

Where it fits

Portfolio → Plans → Create segment → Review result

Patterns in this screen

Product Adoption Dashboard analytics, Portfolio, Plans, permission handling, error recovery

UX choices to review

Keep metric definitions, chart periods, and filter context visible together

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

Show why numbers changed; distinguish delayed data from genuine zero values

Make a useful drill-down available before teams export or share findings

Try a similar screen in Figr

Design a product adoption dashboard 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 Riverbank, and make "Create segment" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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