01Geographic cohort viewA reviewable view that keeps Homestead, Miami, Miami-Dade and neighboring-city cohorts distinct where the underlying records support those labels.
02Visibility and ranking viewTracking for the agreed service-and-city targets, including ranking movement and available SERP or AI-visibility signals described in Bosseo’s published product information.
03Call and inquiry classificationCalls, forms and available intakes organized by contact status and case type, with transcripts or recordings available where the product setup provides them.
04Channel and page attribution viewA possible scope for connecting available inquiries to source channel and originating page. Attribution should be shown only when the record supports it.
05Matter-stage and revenue reviewA review of qualified inquiry, signed-matter and revenue fields using the firm’s approved definitions, with unavailable values clearly identified.
06Decision-ready trend reviewA recurring review surface for movement over time, so the firm can examine direction rather than rely on a single favorable or unfavorable period.