1. Define what the dashboard should count for a Kula practice
A dashboard is only useful when the firm agrees on the difference between a call, a contact, a potential new client, a current client and other activity. Bosseo’s public ROI Dashboard page says contacts can be classified into those categories and that leads can be tagged by case type. It also describes call recordings, transcripts and summaries as part of the dashboard view. For a firm serving Kula and Maui County, that distinction matters because the geographic label on an inquiry may not explain whether the matter is within the firm’s intended service area. The Census record establishes Kula’s relationship to Maui County, but it does not establish which geographic boundaries your firm should use for intake or reporting.
Recommended approach
Before adopting any dashboard, ask Bosseo to define each status, case-type label and geographic field in writing. Decide whether a matter is counted when someone calls, submits a form, completes an intake or meets a separate qualification standard. Do not use the Kula population estimate as a proxy for prospective-client volume.
