1. Start with definitions your partners will accept
A dashboard can make a disputed number easier to see without making the definition correct. Bosseo’s public ROI Dashboard page says leads can be classified by case type and distinguishes Potential New Client, Current Client and Other. It also describes forms and intakes as countable channels. For a Harper Woods practice, begin by deciding whether a contact from Harper Woods city is categorized by caller location, service address, campaign target, or another documented rule. Do not treat the city’s population as a forecast of contacts. Ask how the firm will distinguish a consultation request from a vendor call, an existing matter or an inquiry outside the firm’s practice.
Recommended approach
Bring a written data dictionary to the consultation. Define lead, qualified lead, consultation, signed matter, case type, source, city and revenue event. Ask Bosseo to show where each definition appears and how an authorized user can review or correct classification. Accept the dashboard only when partners agree that the displayed totals answer the questions they actually ask.
