1. Start with the geography your firm actually serves
A dashboard can become misleading when a firm treats Gray, Cumberland County, Maine, a metropolitan area, households and individuals as interchangeable. They are not. A Gray-focused review should specify which service areas belong in the reporting view and which do not.
Recommended approach
Bring a written geographic scope to the consultation. Decide whether the dashboard should separate Gray from Cumberland County and from broader Maine activity. Ask how service-area labels will appear beside rankings, calls and leads. Do not approve a report until the firm can explain what each geographic field means and which decisions it is intended to support.
