1. Set the geographic boundary before reading the numbers
Gustine is recorded as a city in Merced County. A dashboard can be useful only when the geographic scope behind a metric is explicit. A phrase such as “Gustine leads” should not silently include every inquiry from Merced County, California, or another service area. Ask how service-and-city targets are named, how a call’s location is determined, and whether city-level and county-level views remain distinguishable.
Recommended approach
Use the consultation to define the locations your firm wants to evaluate: Gustine, Merced County, California, or another precisely named area. Request a plain-language data dictionary for geographic labels and an example of how a partner would identify the location attached to a ranking, call or lead. Do not approve a report layout until the boundaries match the firm’s business question.
