Define what “ROI” means for a Hartselle practice
A dashboard can display activity without answering the business question behind it. Before reviewing a Bosseo implementation, decide whether your firm is evaluating visibility, inquiries, potential new clients, signed matters, revenue or a combination. Those are different measures. Hartselle and Morgan County should also remain distinct fields if your firm wants to compare a city target with a county-wide service area. The Census records Hartselle as a municipality and places it in Morgan County; it does not identify which legal services residents seek or where clients originate.
Recommended approach
Write a short measurement definition for every number you expect to use. Specify whether a “lead” means a potential new client, whether a current client is excluded, how a matter is counted, and which geographic labels are permitted. Ask Bosseo to demonstrate how those definitions appear in the dashboard before you treat a tile or trend as an ROI measure.
