Roobrik Dashboard Redesign
A ground-up UI design for Roobrik's client-facing analytics dashboard, built to help senior living communities track survey performance, lead conversion, and chat engagement in one unified platform.
Client
Roobrik
Industry
Technology and Healthcare Industry
Service
Data Visualization
UI/UX Design
Design Systems
Duration
5 Months
The problem
Before this project, Roobrik’s clients didn’t have their own analytics dashboard. Senior living communities had no easy way to see how their surveys, affordability tools, or chat features were doing, or how those actions were turning into real leads. The product team had to start from scratch, with only a few examples from other platforms to guide them. As the only UI/UX designer on the project, I took those early references and turned them into a product that felt right for Roobrik’s users, not just a copy of something else.
The Challenge
The biggest challenge? Designing a data-heavy dashboard with no design system or visual style to start from. Every little detail-from filters and metric cards to the tab structure-had to be figured out from scratch. The dashboard also had to work for three different products-Surveys, Afford, and Chat-each with its own data and what mattered most to its users. The trick was to create a consistent experience that still let each tab stay clear and focused. I worked closely with the product team and developers the whole way, making sure every choice could actually be built and would give clients the info they really needed.
The Solution
The finished dashboard had four main tabs: Summary, Surveys, Afford, and Chat. Each tab came with its own filters and clear metric cards showing live performance and trends. The Summary tab gave clients a quick snapshot across all products, while the other tabs let them dig deeper, filtering by things like location, date, or outcome. Metric cards put the most important numbers, like starts, completions, sales opt-ins, and conversion rates, front and center, with color-coded arrows that made trends easy to spot. Each tab also had a chart at the bottom, giving a visual breakdown of performance over time and letting users switch between different views. The end result was a simple, easy-to-scan dashboard that made even complex analytics understandable for everyone.
The Result
The Roobrik dashboard became the primary tool clients used to track survey performance, lead conversion, and chat engagement, replacing fragmented reports with a single, unified view of the prospect journey. The platform consistently supported 4K–5K weekly survey completions, helping senior living communities connect families to the right care options at scale. The dashboard played a direct role in Roobrik's client growth and retention, and the design system built for it carried forward after Aline acquired Roobrik in early 2025, with the product now part of Aline's broader ecosystem serving thousands of communities nationwide.
