1. Define what the dashboard is meant to prove
The Bosseo public description positions the ROI Dashboard as a live view of rankings, calls, leads, and matters, rather than a quarterly PDF. It also describes keyword coverage, SERP features, AI-engine citations, calls, forms, video intakes, case-type breakdowns, source attribution, review counts, and trends. Those categories can answer different questions. A ranking is not a lead. A call is not automatically a potential new client. A potential new client is not a signed matter. A matter is not the same as collected revenue. Your firm should decide which stages belong in its own definition of return before comparing the dashboard with billing or case-management records. Dover is a municipal town in Norfolk County with a 2020–2024 ACS five-year population estimate of 5,930 and a margin of error of 22. That fact describes the town; it does not establish legal demand, search volume, competition, leads, cases, or revenue. The dashboard therefore should not turn the population figure into a performance assumption.
Recommended approach
Ask Bosseo to map each reported field to a written definition and to identify which figures are measured directly, classified from an interaction, or entered by the firm. Agree on the distinction between inquiry, potential new client, qualified opportunity, signed matter, and revenue before using the dashboard in a partner meeting.
