01Geography and service-area viewA review of how Medulla, Polk County, Florida and other intentionally tracked areas are represented across available ranking, inquiry and matter records. Unresolved geography should be marked unavailable.
02Visibility and SERP summaryA view of tracked keyword rankings, Top 3 and Top 10 counts, SERP features and available AI citations, kept separate from inquiry and revenue stages.
03Call and intake classificationA review of available calls, recordings, transcripts, forms and intakes with classifications such as Potential New Client, Current Client or Other, plus case-type labels where available.
04Channel and page attributionA view of the available source and page associated with each inquiry, including the distinction between known attribution and missing data.
05Matter-stage and revenue definitionsA decision-ready review of the firm’s definitions for cost, qualified inquiry, signed matter and revenue, with unavailable values left visible rather than estimated.
06Trend and exception reviewA review of movement over time and notable dips or spikes so the firm can inspect the underlying records instead of relying on a single reporting period.
07Connected-system handoff mapA discussion of how ROI Dashboard data may relate to Lead Attribution, Automation, Programmatic SEO, Reputation & Reviews, Local Service Ads and intake products when those products are adopted and connected as needed.