1. Define what “ROI” means before reviewing the screen
A dashboard can show activity without proving return. Bosseo’s public description says the ROI Dashboard connects rankings, calls, leads and matters, and describes leads and matters by case type as tied to revenue. Before relying on a number, ask what counts as a lead, matter, retainer and revenue event; who enters or confirms each status; and whether the value is observed, imported or manually recorded. This matters in Woodridge because the village’s three-county relationship can make a location label ambiguous. A Woodridge inquiry may involve a searcher, household or matter outside the village itself. None of those geographic categories should be silently treated as the same thing.
Recommended approach
Ask Bosseo to walk through one metric from its displayed total to the underlying call, form or intake and then to the firm’s accepted matter record. Agree on definitions for potential new clients, current clients, other contacts, case types and revenue before using the dashboard for budget decisions.
