1. Define what “ROI” means before reviewing the screen
A dashboard can only answer a business question when the underlying terms are consistent. Bosseo’s public ROI Dashboard page describes leads as contacts classified as Potential New Client, with Current Client, vendor and spam contacts separated. It also describes case-type tagging and ties leads and matters to revenue. For a Chena Ridge practice, the useful question is whether your firm wants to distinguish a contact connected with Chena Ridge from a contact elsewhere in Fairbanks North Star Borough, and whether that distinction belongs in your reporting definition. The Census geography does not establish that every resident is a prospective client or that every matter will come from the CDP.
Recommended approach
Before booking, list the decisions the partners need the dashboard to support: budget allocation, practice-area coverage, intake review or source comparison. Ask Bosseo how each term would be defined for your firm and what would count as a qualified lead, matter and revenue event.
