1. Set the geographic boundary before reading the numbers
A dashboard can display a city, county, practice area or source, but a number is only useful when its geography is clear. Escondido is recorded as a municipality in San Diego County. That relationship should not be treated as permission to combine city and county results without labeling them. An Escondido inquiry, a San Diego County inquiry and an inquiry from elsewhere in California are different observations. The same is true for a page intended for a city and a page intended for a broader service area. Bosseo’s public description says its dashboard can show which cities produce clients and can connect leads to case types. Before relying on that view, ask how the geographic label is assigned and whether the firm can distinguish the service area it selected from the place associated with a contact.
Recommended approach
Agree on geographic definitions during the review. Ask to see how Escondido, San Diego County and any other service areas would be separated, and decide whether the managing partner needs city-level, county-level or broader reporting. Do not use Escondido’s population estimate as a forecast of cases or revenue.
