1. Define the geography before reviewing ROI
The dashboard should make geographic scope understandable. Those are not interchangeable labels: a Gray target, a Terrebonne Parish target and a statewide Louisiana target represent different reporting questions. Ask Bosseo to show how a location appears in the proposed tracking and how your firm can separate Gray from other places it serves. The review should also identify whether a reported call, lead or matter is assigned to a place by the page reached, the caller’s stated location, an intake field or another definition.
Recommended approach
Adopt written geographic definitions before accepting a report.
