1. Define what the dashboard is meant to answer
A managing partner may ask whether marketing is working, which case types generate contacts, which cities produce calls or where the next marketing dollar should go. Bosseo’s public ROI Dashboard page says it brings rankings, calls, leads and matters into one view, with leads and matters by case type tied to revenue. It also describes live keyword rankings, SERP features, AI-engine citations, site traffic and inbound calls as tracked categories. For a Burnsville firm, the first decision is scope: will the review cover Burnsville alone, Dakota County, Minnesota, or another geographic set? Burnsville’s recorded county relationship is Dakota County, but the city and county are not interchangeable reporting areas.
Recommended approach
Write the questions the dashboard must answer before evaluating presentation or convenience. Specify the geographic label for each question, the practice-area labels the firm uses, and whether a result refers to a contact, potential new client, matter, signed case or revenue. Treat the Burnsville population estimate as context only; do not use it as a substitute for demand or performance evidence.
