1. Define what the dashboard must answer
A useful dashboard starts with decisions, not decoration. Bosseo’s public ROI Dashboard page describes visibility into keyword rankings, Top 3 and Top 10 counts, SERP features, AI-engine citations, calls, transcripts, case-type tags, forms, video intakes, source attribution, reviews, trends, retainers and revenue. Your firm should decide which of those categories are relevant to its own operating questions. For example, a partner may need to distinguish a marketing inquiry from a current-client call, while an intake manager may need to review calls by practice area. Those are different questions and should not be merged into one unexplained “lead” number.
Recommended approach
Before choosing the product, write down the decisions the dashboard must support. Include the practice areas you want to review, the geographic label you will use for Brownsburg, and the difference between a contact, a qualified prospective client, a signed matter and revenue. Ask Bosseo to show how each selected definition appears in the dashboard and what information remains outside its scope.
