1. Define what “ROI” means before reviewing the screen
A dashboard can only answer a business question when the underlying terms are explicit. Bosseo’s public description says the ROI Dashboard can show rankings, calls, leads and matters, with leads and matters by case type tied to revenue. It also describes source attribution for leads and pages. Before treating a number as return on investment, ask which event starts the measurement, how a potential new client is distinguished from a current client or other contact, how a matter is associated with a source, and which revenue field is available to your firm. Your Okemos service area may overlap with other geographic targets, so “local” should be defined in the dashboard rather than assumed from the firm’s address.
Recommended approach
Use the consultation to approve a written data dictionary for lead, matter, case type, source, retained client and revenue. Ask Bosseo to identify which fields are available at launch, which require your firm’s input and which are outside the proposed scope.
