1. Define the journey before you judge the result
The public ROI Dashboard page describes one view for rankings, calls, leads and retainers or revenue, with leads and matters organized by case type. That promise is valuable only after your firm defines the journey it wants to measure. A Monmouth inquiry may be relevant to a firm serving Monmouth, Warren County or a broader Illinois market, but those geographic scopes should not be mixed in a single conclusion. Decide whether a report is about the municipality, the county, another service area or Illinois as a whole. Then decide where a contact becomes a potential new client, a current client or another category. Ask how duplicate contacts, vendors, spam, existing matters and inquiries outside your practice areas are treated.
Recommended approach
Bring your intake categories and geographic service boundaries to the review. Ask Bosseo to show how a Monmouth or Warren County contact would be represented, what fields are required for attribution and how your firm can inspect the underlying call or intake rather than relying on a roll-up.
