1. Define what the dashboard is measuring
Bosseo’s public product page describes a dashboard that can show keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, leads and case-type breakdowns. It also describes forms and video intakes, source attribution and review tracking. Those labels are useful only when your firm agrees on their meaning. A ranking is not a consultation. A call is not automatically a new matter. A lead is not the same as a signed retainer.
Recommended approach
Before booking a review, write down the distinctions your partners already use: potential new client, current client, vendor, spam, qualified matter, retained matter and closed matter. Ask Bosseo to show where each category appears and which underlying record supports it. For a Metairie-serving firm, also decide whether “Metairie” means the Metairie CDP, Jefferson Parish, a broader service area or another defined geography. Keep those boundaries visible rather than treating one local population estimate as a demand forecast.
