1. Define what “ROI” means before reviewing the screen
A dashboard is only as useful as its definitions. Bosseo publicly describes the ROI Dashboard as a live view of rankings, SERP features, AI citations, calls, leads and case-type activity. Its public page also describes lead classifications such as Potential New Client, Current Client and Other, plus source attribution for leads. For an Inverness firm, start by separating the municipality from the wider Cook County service area. A call from someone in Inverness is not the same geographic fact as a call from elsewhere in Cook County, and neither fact proves that a matter became a retained case.
Recommended approach
Ask Bosseo to review the definitions your firm would use for inquiry, potential new client, qualified matter, signed matter and revenue. Decide whether geographic reporting should distinguish Inverness, Cook County and any broader area your firm serves. Do not approve a success report until the firm agrees on which events count and which events remain separate.
