1. Define what “ROI” means before reviewing the screen
A dashboard can show many signals without answering the business question behind them. Bosseo’s public product description says the ROI Dashboard brings rankings, AI citations, calls and leads into one place, with leads tied to case types and matters. It also describes revenue and retainer information as part of the broader measurement picture. Before adopting any reporting view, decide which events your firm considers meaningful: a phone inquiry, a website form, a video intake, a potential new client, a qualified matter, a signed engagement or collected revenue. Those are not interchangeable. A firm serving Napili-Honokowai may also serve clients elsewhere in Maui County or Hawaii, so geographic labels should be defined rather than inferred from the community name.
Recommended approach
Ask Bosseo to walk through the exact definitions available to your firm. Record which events are measured, which are classified manually or automatically, and which require information from another system or from your staff. Use the consultation to establish acceptance criteria for a useful ROI view instead of judging it by the number of tiles on a screen.
