1. Define what “ROI” means for an Emeryville firm
A dashboard can only answer a business question when the terms are settled first. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, retainers and revenue as connected measures. It also describes leads as classified contacts and says leads can be tied to case types. Before adopting the product, ask how your firm wants to define a lead, a qualified opportunity, a signed matter and revenue. Emeryville should be treated as a specific city in Alameda County, not as a substitute for the county, the wider California market or every place your firm serves.
Recommended approach
Bring your current definitions to the consultation. Ask Bosseo to show which definitions the dashboard uses, where your team can review them, and how an Emeryville inquiry would be distinguished from an Alameda County inquiry or another service area. Do not approve a scorecard until the terms match the decisions your partners make.
