1. Start with the geographic definition, not the headline number
A dashboard review should preserve those distinctions. Brookfield, the planning region, Connecticut as a whole, a household and an individual are not interchangeable reporting units. If your firm serves Brookfield alongside other places, ask to see how a location is attached to a call, form, intake or matter. A location label should not be treated as proof that a person became a client or that a practice area is commercially attractive.
Recommended approach
Bring your preferred geographic definitions to the consultation. Decide whether you need to review Brookfield separately, alongside the wider planning region, or within a larger Connecticut service area. Require each view to state what it measures and what it cannot establish. The dashboard can be useful only when the geographic label matches the question a partner is asking.
