1. Start with the exact geographic scope of your reporting
A Montville report should not quietly combine the town with the Southeastern Connecticut Planning Region, Connecticut as a whole or nearby service areas. That distinction matters when you decide what a source record should say. A report that labels every inquiry “Montville” may obscure whether the person sought help in the town, elsewhere in the planning region or through a broader Connecticut service area.
Recommended approach
Define the geographic labels your firm uses before reviewing attribution. Review Montville separately from the Southeastern Connecticut Planning Region when the distinction affects intake, advertising or budget decisions.
