1. Start with the geography you actually serve
A dashboard becomes less useful when a firm treats every Florida contact as one local market. The relevant distinction is between the place a person selected, the place associated with the inquiry, the service area your firm accepts and the geography used in the marketing source.
Recommended approach
Define the geographic labels your firm wants reviewed before interpreting results. Keep Crystal Lake, Polk County, Miami, Miami-Dade and neighboring-city cohorts separate where the underlying records support that separation. If the source or intake record does not identify a location reliably, show the geography as unavailable rather than assigning it to Crystal Lake. This is a measurement decision, not a conclusion about where demand exists.
