1. Separate Kendall West context from the cohorts you actually manage
A firm may serve people in Kendall West, elsewhere in Miami-Dade County, Miami, or neighboring cities. Treating all of those contacts as one local bucket can make a channel look stronger or weaker than it is. The ROI Dashboard angle is to separate Miami, Miami-Dade and neighboring city cohorts rather than substitute one place label for the full service area.
Recommended approach
Before adopting the dashboard, decide which geographic distinctions matter to your firm’s intake decisions. Review whether a contact’s location is known, how it is recorded, and when it should remain unavailable.
