1. Define what “ROI” means before reviewing the screen
Bosseo’s public product description says the dashboard can show rankings, calls, leads and matters in one place, with leads and matters by case type tied back to revenue. It also describes source attribution by channel and page. Those labels matter because “call,” “lead,” “matter,” “retainer” and “revenue” are not interchangeable. A firm serving Springdale may also need to distinguish a contact connected to Springdale city from one elsewhere in Benton County or Washington County. The Census record establishes those county relationships, but it does not establish which geography produces clients.
Recommended approach
Bring your current definitions to the consultation. Ask which event creates a lead, how current clients and non-leads are separated, when a contact becomes a matter, and what evidence supports a revenue field. Request a written field dictionary for every number you expect to use in partner meetings. If the dashboard cannot preserve your distinctions between Springdale, the two listed counties and any broader Arkansas service area, treat that as an acceptance issue rather than smoothing it over with a blended total.
