1. Start with the geography your firm actually buys
Apple Valley is a municipality in San Bernardino County. A dashboard becomes useful only when the firm decides whether a report should separate Apple Valley from other places in the county, California-wide activity or any metropolitan grouping used in its marketing. A population estimate can help you describe the place, but it cannot tell you which legal services residents need or whether a particular search target will produce a matter. Ask to see the exact geographic labels attached to rankings, leads, calls and source records. Do not treat county-wide or statewide totals as Apple Valley results.
Recommended approach
Before reviewing performance, write down the service areas, practice areas and geographic distinctions your partners want to see. During the consultation, ask which fields can be displayed separately, which are combined, and how a lead associated with more than one place is handled.
