1. Define what the dashboard is meant to prove
Bosseo describes its ROI Dashboard as a way to view rankings, SERP features, AI citations, calls, leads and matters in one place. Its public page also describes case-type breakdowns, source attribution, forms and video intakes, review tracking and trends over time. Those labels are useful only after your firm decides what each term means operationally. A “lead” might be a new contact, a qualified prospective client or a person who ultimately signs; those are different events. A matter may also move through several stages before revenue is recorded. Denham Springs’ status as a municipality within Livingston Parish gives you a clear starting geography for naming reports, but it does not tell you which geographic areas produce viable matters.
Recommended approach
Bring a written list of the events your partners care about: inquiry, potential new client, consultation, retained matter and collected revenue. Ask Bosseo to show where each event appears, which events are entered automatically, and which require firm review. Do not accept a headline ROI number until the underlying definitions are clear.
