1. Set the geographic question before reviewing the numbers
That is a precise starting point, but it is not the same as saying that every person in the CDP is a prospective client or that a county-wide result represents Olivehurst performance. A dashboard review should therefore distinguish Olivehurst from Yuba County and from any broader California or metropolitan reporting scope. Ask to see how a city, county, service area and source page are represented. Also ask whether a displayed location means a ranking target, a caller's stated location, a page location or another defined field. The distinction matters when a firm decides whether a trend belongs to Olivehurst or to a wider service territory.
Recommended approach
Bring a written geographic definition to the consultation. Decide which locations should be separated, which may be grouped for management reporting, and which must never be treated as interchangeable.
