1. Define what “ROI” means for your East Bakersfield practice
A dashboard cannot answer a business question that the firm has not defined. Bosseo’s public product description says the ROI Dashboard connects rankings, calls, leads and retainers, with leads and matters by case type tied to revenue. Before adopting it, ask which events your firm will treat as a potential new client, a qualified opportunity, a retained matter and revenue. Keep East Bakersfield CDP and Kern County distinctions explicit in any geographic view. The Census record identifies East Bakersfield as a CDP in Kern County; it does not say that every contact from the CDP is a viable matter or that the county is your only service area.
Recommended approach
Bring your current definitions to the consultation. Decide which fields must be visible, which require review, and which must remain separate. Do not approve a return-on-investment calculation until the firm can explain how a call, form, intake, matter and revenue figure enter that calculation.
