Define what “ROI” means for your Sun City practice
A dashboard can display many signals without answering the same question for every firm. Bosseo’s public ROI Dashboard page describes rankings, SERP features, AI citations, calls, leads, case-type breakdowns, forms and intakes, source attribution, reviews, trends, retainers and revenue. Before reviewing a demonstration, decide which of those are operational indicators and which are financial outcomes. A call is not automatically a qualified matter. A lead is not automatically a retained client. A ranking is not automatically a signed case. For a firm serving Sun City within Maricopa County, write down whether the relevant geography is Sun City, another service area, the county, or a broader Arizona target. Keep those scopes separate when you assess performance.
Recommended approach
Ask Bosseo to define every field you expect to use: ranking, lead, potential new client, matter, retainer, revenue, source and case type. Require a written distinction between measured activity and financial outcomes. Do not approve the dashboard until partners agree on which numbers will support budget decisions.
