1. Start with a Belchertown geography that does not overstate the market
A dashboard can display location data, but a location label is only useful when the firm defines what it means. Belchertown is recorded as a town in Hampshire County. Your firm may want to distinguish a Belchertown inquiry from an inquiry elsewhere in Hampshire County, another Massachusetts municipality, or a broader service area. The decision is therefore one of data definition: which geography should be attached to a call, form or lead, and which geography should be used when reviewing rankings?
Recommended approach
Ask Bosseo to walk through how city and case-type information would be represented in the dashboard. Keep Belchertown, Hampshire County and any wider Massachusetts coverage separate unless your firm deliberately combines them. A useful acceptance criterion is that a partner can tell what geographic label a record carries and what that label does not prove.
