1. Define the geography before reviewing ROI
A dashboard can be useful only when the firm knows what a location label means. “Zion,” “Lake County,” Illinois, a metropolitan area, a household and an individual are not interchangeable reporting units. A city keyword, a caller’s stated location, an address on an intake form and a service area selected by the firm can answer different questions.
Recommended approach
Ask Bosseo to show how location is represented in the dashboard and in any source-attribution view. Decide whether your review will separate Zion from Lake County and whether nearby locations should be included or excluded. Record the geographic rule beside each metric so a partner does not mistake a broad service area for Zion-specific performance.
