1. Define what “ROI” means before you review a dashboard
The public ROI Dashboard page describes rankings, calls, leads, case types, matters, retainers and revenue as connected measures. Those terms are not interchangeable. A ranking is visibility data; a call is an interaction; a lead is a classification; a signed matter and revenue require further definitions. The Camp Pendleton Mainside geography also needs care: the place is recorded in San Diego County, but a firm may serve people located in, traveling from or searching around the area. The local population estimate does not establish how many prospects will contact a firm.
Recommended approach
Before a consultation, write down the business question the dashboard must answer. Examples include whether contacts associated with a practice area are being classified consistently, whether a source can be traced to a page, or whether a signed matter can be reconciled with intake records. Ask Bosseo to distinguish directly observed dashboard fields from figures your firm would need to enter, reconcile or approve. Agree on definitions for potential new client, current client, other contact, qualified lead, retained matter and revenue before using the display for budget decisions.
