1. Define what “ROI” means before reviewing the screen
A dashboard can show rankings, calls, leads and matters without answering whether the figures are comparable. Bosseo’s public ROI Dashboard page says it tracks keyword rankings, SERP features, AI-engine citations, calls, forms, intakes, lead classifications, case types, source attribution, reviews and trends. It also describes leads and matters by case type as being tied to revenue. Before relying on those views, ask how your firm would define a potential new client, a current client, a matter, a signed case and revenue. Those definitions matter especially when your geographic scope includes Spring Hill city and the recorded relationships with Johnson County and Miami County. A city field, a county field and a client’s residence should not be treated as interchangeable.
Recommended approach
Ask for a plain-language data dictionary during the consultation. Decide which events count as inquiries, qualified leads, retained matters and revenue, and record whether each metric is measured for Spring Hill, a county, Kansas more broadly or another service area. Require the dashboard view and any report to use the same definitions.
