1. Define what “ROI” means for a Northborough-serving firm
The dashboard page describes rankings, calls, leads, retainers and revenue as connected measures. Those terms are not interchangeable. A call may be a potential new client, a current client, a vendor or other activity. A lead may be tagged by case type, while a retained matter is a later business event. For a firm serving Northborough in Worcester County, the practical question is whether the reporting distinguishes the town from broader service areas and distinguishes inquiries from signed work. Northborough’s 15,750-person ACS estimate is not a revenue denominator and should not be used to forecast case volume.
Recommended approach
Ask Bosseo to define every dashboard field your partners will use: lead, potential new client, matter, retainer, revenue, case type, city and source. Decide which figures are observed directly, which are entered by staff and which depend on another Bosseo service. Require a written rule for handling contacts that mention Northborough, Worcester County or another Massachusetts location.
