1. Define what “ROI” means for your Ewa Villages service area
A dashboard is only useful when the firm agrees on what it is measuring. Ewa Villages and Honolulu County are different geographic descriptions, so decide whether your reporting should distinguish an Ewa Villages location, a broader Honolulu County service area, or another territory your firm actually serves. Do not treat the CDP population estimate as a forecast of cases or revenue. Instead, list the outcomes that matter to your practice: a qualified inquiry, a consultation, a signed matter or collected revenue. Bosseo’s public ROI Dashboard page describes leads and matters by case type and presents rankings, calls and leads together. Those capabilities make definition-setting a central buying question.
Recommended approach
Bring your current definitions for lead, potential new client, current client, spam, consultation, signed matter and revenue. Ask Bosseo where each definition is represented, what remains a manual field, and how disputed classifications are corrected.
