1. Define what “ROI” means for a Willimantic practice
A dashboard cannot answer an undefined question. Before reviewing numbers, decide whether your firm wants to monitor visibility, inbound contacts, potential new clients, signed matters, revenue, or several stages together. That distinction matters in Willimantic because the Census record describes a CDP and places it in the Southeastern Connecticut Planning Region; it does not establish that every resident is a prospective client or that the planning region is your service area. Do not combine Willimantic, the planning region and Connecticut into one unexplained geographic total.
Recommended approach
Ask Bosseo to show how geographic labels, case types and outcome fields would be presented. Write down which contacts count as potential new clients, how current clients and other calls are separated, and which event marks a matter as retained. Keep those definitions stable when comparing periods.
