Define what “ROI” means before reviewing the screen
A dashboard can only answer a business question when the firm agrees on the terms. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, forms, video intakes, source attribution, reviews, retainers and revenue as part of the reporting picture. Those categories are not interchangeable. A call is not automatically a potential new client; a lead is not automatically a retained matter; and a ranking is not revenue. For a firm serving Flower Hill and elsewhere in Montgomery County, decide whether the dashboard should separate Flower Hill from broader county or Maryland coverage. Do not treat the Flower Hill population estimate as proof that a particular practice area has demand.
Recommended approach
Ask Bosseo to demonstrate the exact definitions for a call, potential new client, current client, other contact, lead, matter, retainer and revenue. Put agreed definitions in writing before relying on any ROI view. Require the dashboard review to distinguish measured values from interpretation and from decisions your firm still needs to make.
