1. Define the journey before reviewing the dashboard
The public ROI Dashboard description says the product is intended to show a firm’s journey from visibility to calls, leads, matters and revenue-related outcomes. It also describes lead classification, case-type breakdowns and source attribution. Those terms can produce different decisions if the firm uses them inconsistently. A call, a website form and a signed engagement are not automatically the same event. A Fort Collins practice should decide whether its reporting scope covers Fort Collins city, Larimer County, Colorado, or another service area. The Census record identifies Fort Collins city as a municipality in Larimer County; it does not establish where clients come from or which geography should be treated as a market.
Recommended approach
Bring your existing definitions to the review. Ask Bosseo to show where each definition appears, what event changes a record from contact to potential new client, and how a matter or retainer would be represented. Record excluded categories such as current clients, vendors or spam only if those categories match your firm’s operating rules and the proposed dashboard scope.
