1. Define what “ROI” means for a Timnath-serving practice
A dashboard cannot answer a business question that the firm has not defined. Decide whether your review begins with visibility, inbound contacts, qualified potential clients, signed matters, collected revenue or another approved measure. Those are different stages. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case-type breakdowns, forms, video intakes, source attribution, review tracking, trends, retainers and revenue signals. The existence of those categories does not tell you which ones will be available, configured or appropriate for your firm. Timnath’s location across Larimer County and Weld County also makes geographic labeling worth settling before review: a contact associated with Timnath should not automatically be treated as a contact from either county without an agreed rule.
Recommended approach
Ask Bosseo to demonstrate the exact definitions used for a ranking, call, lead, potential new client, matter, retainer and revenue figure. Agree which geographic labels your firm will use for Timnath, Larimer County and Weld County, and which stages are for reporting rather than financial accounting.
