1. Define the geographic unit before reviewing ROI
A firm serving Isanti should not treat every local signal as interchangeable. Isanti city and Isanti County are different geographic units, and a firm may also serve communities beyond the municipality. The Census record identifies Isanti city’s relationship to Isanti County and estimates 7,210 residents for the city, but that population figure is not a forecast of inquiries or cases. A dashboard review should therefore begin by asking which locations matter to the firm’s actual service area. If city-level, county-level and broader Minnesota activity are mixed together, a total can look precise while hiding where a contact originated.
Recommended approach
Ask Bosseo to show how geographic labels would be defined for rankings, calls, forms, leads and matters. Agree on whether Isanti city, Isanti County and any wider service area should appear as separate categories. Do not use the city’s population estimate as a target or expected lead count.
