1. Define what the dashboard should count for a Northview firm
Bosseo’s public ROI Dashboard page says leads can be classified as Potential New Client, Current Client or Other, then tagged by case type. It also describes rankings by service-and-city target, calls, forms and video intakes. That matters when your firm serves Northview and may also work across Kent County or elsewhere in Michigan: the geographic label on a record should be explicit rather than treated as proof that a matter came from Northview. A Northview CDP population estimate is not a substitute for a defined lead, signed matter or collected fee.
Recommended approach
Before reviewing results, ask Bosseo to explain the definitions for a call, lead, qualified intake, matter and revenue event. Decide whether your internal review will separate Northview from Kent County and from broader Michigan activity. Also establish how the dashboard handles current clients, vendors, spam and contacts outside your service area. A clear taxonomy makes later ROI discussions more useful.
