1. Define what an East Foothills lead means before reviewing ROI
A dashboard can only support a useful decision when the firm agrees on what counts. Bosseo’s public product page describes contacts classified as Potential New Client, Current Client or Other, with leads also tagged by case type. That distinction matters for a firm serving East Foothills because the location is a census-designated place in Santa Clara County, not a substitute for a practice-area or intake definition. A call from someone outside the matters your firm handles should not be treated as evidence of a viable matter merely because the caller mentions East Foothills. The population estimate of 7,139 is too limited in meaning to answer that question, and its margin of error is 1,022.
Recommended approach
Before adopting a report, write down the meanings of lead, potential new client, current client, other, case type, qualified matter and signed matter. Ask Bosseo which of those states the dashboard displays, which are firm-entered, and which require an agreed review rule. Do not approve a success measure until the people reviewing the board interpret it the same way.
