FIGR / UI TEMPLATE

Renewal Pipeline

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

This board reference covers customer success. Its sample screen includes Summit AI and Evergreen Health and the Add renewal action. Adapt its workflow to your product and design system.

Renewal Pipeline

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At a glance

Screen

Board

Primary action

Add renewal

Pattern

Renewal Pipeline board

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The renewal pipeline screen supports “Add renewal” 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 renewal
  • Main area: Portfolio brings the user to the relevant workflow
  • Related area: Plans keeps nearby context accessible
  • Accounts: 45 in the sample screen
  • Healthy: 79% in the sample screen
  • Example 1: Summit AI
  • Example 2: Evergreen Health

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Preserve the page structure and explain what is still loading
  • Empty: Say why there are no records and offer a clear first action
  • Error: Explain what failed, keep entered work, and allow retry
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Add renewal and say what happens next

Where it fits

Portfolio → Plans → Add renewal → Review result

Patterns in this screen

Renewal Pipeline board, Portfolio, Plans, permission handling, error recovery

UX choices to review

Keep owners, stages, and due dates visible as cards move between columns

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

Make blocked work and handoffs legible without opening every card

Support narrow screens without cropping important actions or statuses

Try a similar screen in Figr

Design a renewal pipeline 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 Summit AI, and make "Add renewal" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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