1. Define what the dashboard should count for a Chico practice
The public ROI Dashboard description lists rankings, calls, forms, video intakes, lead classifications and case-type breakdowns. It distinguishes Potential New Clients, Current Clients and Other contacts, and describes leads as contacts tied to the case types a firm handles. For your firm, the first decision is whether those definitions match your intake language and matter-opening rules. A Chico city inquiry and a Butte County inquiry may not represent the same service area, so ask how geographic labels are defined before using them in planning. The city is located in Butte County; neither that relationship nor the city’s population estimate establishes which locations produce viable matters.
Recommended approach
Bring your current practice-area names, intake categories and service-area boundaries to the review. Decide which events should be counted as a call, lead, qualified inquiry or matter, and document what should remain separate. Treat any city or county comparison as a measurement choice to inspect, not as proof of demand.
