1. Start with a shared definition of ROI
A dashboard cannot answer “is marketing working?” until your firm agrees on what counts as a meaningful outcome. Bosseo’s public description says the ROI Dashboard brings rankings, calls, leads and matters into one view, with leads and matters by case type tied to real revenue. It also describes classifications for Potential New Client, Current Client and Other. Those terms matter because a call, a form submission, a potential client and a signed matter are not interchangeable events.
Recommended approach
Ask Bosseo to demonstrate the definitions used for your account. Decide whether your primary review will focus on qualified contacts, consultations, retained matters, revenue or a sequence of those outcomes. Write down exclusions for current clients, vendors, spam and other non-prospective contacts before comparing periods. Treat the Kingston geography separately from Plymouth County, Massachusetts or any other service area so that the dashboard does not combine unlike markets without an agreed reason.
