1. Define what “ROI” means before reviewing the screen
Bosseo describes the ROI Dashboard as a live report connecting rankings, calls and leads with case types, matters and revenue signals. The public page also distinguishes Potential New Clients, Current Clients and Other contacts. Those definitions matter more than a headline total. A Lebanon firm should decide whether its review is about marketing activity, qualified inquiries, signed matters, revenue, or a sequence of those measures. Lebanon city is recorded as a municipality in Marion County, Kentucky, with a 2020–2024 ACS 5-year population estimate of 6,430 and a margin of error of 18. That is geographic context only; it does not establish demand or the number of potential clients.
Recommended approach
Ask Bosseo to walk through the exact definition of every displayed metric and the point at which a contact becomes a lead, matter or revenue record. Write down which decisions the firm expects the dashboard to support before treating any total as return on investment.
