1. Define what “ROI” means before reviewing the screen
A dashboard can only support a useful decision when the firm agrees on its terms. Bosseo’s public ROI Dashboard page describes a view covering keyword rankings, SERP features, AI citations, calls, leads, case types, forms and intakes, source attribution, reviews, trends, retainers and revenue. Those categories are not interchangeable. A ranking is not a call. A call is not necessarily a potential new client. A lead is not a signed matter. Revenue requires a definition that your firm can apply consistently. For a Farmington firm, the first review should distinguish Farmington activity from broader Dakota County or Minnesota activity rather than treating every geographic signal as local performance.
Recommended approach
Ask Bosseo to walk through the exact definition for each displayed measure. Decide which events count as a lead, what makes a matter attributable to marketing, and whether revenue data will be entered, connected or reviewed separately. Record those decisions in plain language so partners and intake staff interpret the same number the same way.
