1. Define what “ROI” means for an East Alton practice
A dashboard is only useful when the firm agrees on the units being measured. Bosseo publicly describes the ROI Dashboard as a view of rankings, calls, leads, case types, matters and revenue signals. It also describes lead classifications such as Potential New Client, Current Client and Other. Those labels can help separate inquiry volume from usable opportunity, but your firm still needs to approve the definitions and handling rules. East Alton’s population estimate is municipal context, not a revenue denominator. A report should therefore identify East Alton as a geographic segment and avoid presenting the village’s population as the number of possible clients.
Recommended approach
During review, write down the exact event that moves a record from contact to potential new client, qualified matter, retained matter and revenue. Decide whether a caller who lives outside East Alton but seeks service there belongs in the East Alton segment, and document the rule rather than inferring it from an address alone.
