1. Define the Hanover reporting boundary before reviewing ROI
A dashboard can become misleading when a firm treats every geographic label as interchangeable. Hanover is a town in Plymouth County, Massachusetts. A report about Hanover, a report about Plymouth County and a report about Massachusetts answer different questions. For a firm serving Hanover, the first review should therefore separate service geography from reporting geography. Ask whether a keyword, call, form or matter should be associated with Hanover only, Plymouth County, a broader Massachusetts market or another location selected by the firm. Also decide whether the dashboard is evaluating the firm’s market coverage or the location of an individual caller.
Recommended approach
Bring a written geography policy to the consultation. Require each location label to have a defined meaning, and review whether city, county and state views can be distinguished in the reporting presented to your team.
