1. Define what the dashboard is supposed to prove
The public ROI Dashboard description says the view can include keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, leads and case-type breakdowns. It also describes leads and matters being tied to revenue. Those labels are useful only when your firm agrees on their meaning. A call is not automatically a potential new client. A lead is not a signed matter. A ranking is not revenue. For a firm serving Sahuarita in Pima County, decide whether geography means a search target, a caller’s location, a matter’s venue, an office service area or something else. Keep those definitions separate.
Recommended approach
Request a field-by-field walkthrough. Ask which records support rankings, calls, forms, video intakes, lead classifications, case types, source attribution, retainers and revenue. Establish acceptance criteria for a usable record before comparing performance. Treat the Sahuarita population estimate as eligibility context only; it cannot establish demand, competition, leads, cases or revenue.
