Define what the dashboard should count for your Crystal practice
The public ROI Dashboard page describes rankings, calls, leads, forms, intakes, case types, source attribution, reviews and trends. It also describes lead classifications such as Potential New Client, Current Client and Other. Those labels are useful only if they match your firm’s intake rules. A call about a Crystal matter, a current client calling from Crystal and a vendor inquiry should not automatically mean the same thing to a managing partner. Crystal’s municipal boundary and its relationship to Hennepin County should also be kept distinct from broader service areas. A dashboard cannot resolve an undefined geography or an unclear lead definition by itself.
Recommended approach
Before adopting any report, write down what your firm means by a lead, qualified inquiry, consultation, signed matter, case type, city and county. Ask Bosseo to show where those definitions appear and how exceptions are handled. Treat the Crystal population figure as context only; do not convert it into a forecast.
