1. Start with the decisions the dashboard must support
A dashboard is useful only when its numbers answer a decision your firm actually makes. Bosseo describes its ROI Dashboard as a single view for rankings, calls, leads and retainers or revenue signals. It also describes breakdowns by case type, city and source. For a firm serving Hickory Hills, define the geographic question before accepting a tile: does “city” mean a caller’s stated location, a landing-page target, a tracked keyword, an intake address or another field? Hickory Hills belongs to Cook County, but a county label should not be treated as proof that a matter came from the city.
Recommended approach
Bring three decisions to the review: which practice areas deserve attention, which marketing sources should be examined, and which intake outcomes should be separated from noise. Ask Bosseo to show the underlying definition for each answer and identify what your staff must record for the result to be meaningful.
