1. Define what “ROI” means before reviewing the screen
Bosseo’s public product page presents the dashboard as a place to view rankings, calls, leads, case types, source attribution and revenue-related signals. Those categories are useful only when your firm defines them consistently. A call is not automatically a qualified opportunity. A form is not automatically a new matter. A ranking is not automatically a client. For an Ellicott City practice, begin by separating service area from reporting geography. Ellicott City is a CDP in Howard County; your firm may also serve clients elsewhere in the county or Maryland. Do not treat the CDP population estimate as a forecast of legal work.
Recommended approach
Bring a written list of the decisions the dashboard must support: which practice areas to evaluate, which geographic areas to compare, what qualifies as a potential new client, and which downstream event matters most to the partners. Ask Bosseo to show the definitions used for every tile and to identify which values are entered, imported, classified or calculated.
