1. Define the geographic unit before reviewing the numbers
Those are not interchangeable reporting labels. A dashboard view for Oxford is different from a view for either county, the state, or a broader metropolitan area. A household is also different from an individual. If your firm serves Oxford and parts of both counties, the dashboard review should make those boundaries explicit rather than combining them into one unexplained total. Bosseo’s public description says the dashboard can show city data and tracked service-and-city targets. The useful evaluation question is whether the geographic labels you need are visible and consistently applied to rankings, calls, leads and matters.
Recommended approach
Ask Bosseo to demonstrate how Oxford, Calhoun County and Talladega County would be distinguished in reporting. Decide which geography belongs in each business question: visibility, caller location, service area, intake eligibility or signed matter.
