Define what the dashboard is measuring
Bosseo’s public product page describes rankings, Top 3 and Top 10 counts, SERP features, AI-engine citations, calls, forms, video intakes, reviews, leads and matters. It also describes classification by case type and by contact status, including Potential New Client, Current Client and Other. Those labels matter because a call count is not automatically a new matter, and a contact is not automatically revenue. For a firm serving Notre Dame and operating in St. Joseph County, the geographic label should be agreed before anyone interprets a city, county or service target. Notre Dame CDP and St. Joseph County are not interchangeable geographies.
Recommended approach
During a review, ask Bosseo to define every tile that would appear for your firm: what qualifies as a lead, how case types are assigned, how location is represented, and which events are excluded. Record the definitions in plain language before using the dashboard for partner or budget decisions.
