1. Define what “ROI” means for a Bay Point practice
A dashboard is only as useful as the terms behind its numbers. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, forms, intakes, case-type breakdowns and revenue-related measures. Your firm should decide whether “lead” means every contact, only a potential new client, or another category. It should also distinguish a call from a qualified inquiry, a consultation from a signed matter, and a matter from collected revenue. Because Bay Point is a CDP within Contra Costa County, decide whether geographic reporting should identify Bay Point specifically, the county, or a broader service area. Do not treat the Bay Point population estimate as a forecast of inquiries or cases.
Recommended approach
Bring your current definitions to the consultation. Ask Bosseo to show how each definition would appear, what information is required, and which decisions the dashboard can and cannot support.
