Thriving
AI-Powered Client Dashboard

In this rapid design challenge, I was asked to create a dynamic client dashboard for a lifestyle coaching platform. The goal was to synthesize fragmented data from client-coach interactions and deliver it in a single, intelligent view that can help coaches answer:

Who is this client?

  • What do I need to know right now?

  • What preferences or patterns should I remember?

  • How can I personalize their plan?

3–4 hours | Solo design sprint

Problem

Lifestyle coaches collect lots of scattered information such as session notes, health metrics, behavioral patterns but it’s often difficult to act on in a meaningful or timely way. The challenge was to design an AI-powered dashboard that makes sense of this data and presents it in a clear, collaborative, and scalable format.

My Approach

I started by mapping out what a coach really needs at a glance: insights that are current, contextual, and actionable. From there, I structured the dashboard around modular widgets so it could scale over long-term coaching relationships.

Key Goals:

  • Make the client feel human, not like a data profile

  • Prioritize clarity and calm in the visual hierarchy

  • Allow for collaboration between coach, client, and AI

Design Priorities

Insight Synthesis - Grouped insights into digestible modules: goals, patterns, challenges, and AI nudges

Collaborative Editing - Included light-touch controls to flag, edit, and update insight cards

Scalability - Used a flexible card layout with scrollable modules, expandable detail state

Features

Modular Dashboard Architecture

  • Widgets for goals, challenges, progress metrics, health insights, and preferences.

  • Coaches can rearrange, resize, and customize modules to suit each client.

  • Scales effortlessly as relationships and data evolve.

AI-Powered Insights - Leafy

  • AI assistant surfaces patterns, provides nudges, and explains its reasoning.

  • Acts as a conversational bridge, encouraging interaction and trust between coach and client.

  • Learns and refines suggestions over time based on coach and client feedback.

Progress & Wellness Tracking

  • Tracks wellness metrics, behavior patterns, and progress visually over time.

  • Surfaces insights on productivity rhythms, lifestyle preferences, and areas to improve.

  • Gives coaches and clients a clear snapshot of growth at every stage.

Reflection

This challenge was a quick but exciting blend of systems thinking and human-first design. With limited time, I had to prioritize what mattered most — creating a dashboard that feels like an ongoing conversation where the coach, client, and AI are learning together.

My focus was on clarity, tone, and adaptability that is grounded in a clean, minimal aesthetic