1. Define what the dashboard is meant to prove
A law firm serving Brookfield may discuss the village, Cook County or a wider service area. Those are different geographic scopes, and a population estimate for Brookfield cannot be treated as evidence that a particular practice area produces demand there. Start by deciding whether the dashboard should answer questions about Brookfield alone, Cook County, Illinois or another area your firm actually serves. Bosseo publicly describes the ROI Dashboard as a place to view rankings, leads and retainers, with case-type and city data intended to support budget decisions. The useful evaluation question is whether each displayed measure has a definition your partners will accept.
Recommended approach
Ask Bosseo to walk through the geographic labels, practice-area labels and attribution rules that would apply to your account. Record which measures are observed directly, which depend on classification and which require information from another system. Do not approve a dashboard merely because it contains a Brookfield filter; approve definitions that match your intake and financial decisions.
