1. Start with the geographic question your dashboard must answer
North Oaks is a municipality in Ramsey County. That distinction matters when you decide how to label location data. A North Oaks inquiry, a Ramsey County inquiry, and a broader Minnesota inquiry are not interchangeable. The dashboard page says it can show case-type and city data, but the public description does not establish which geographic boundaries will be configured for your firm or how every inquiry will be assigned. Do not treat the North Oaks population estimate as evidence that a particular practice area has demand or that a marketing channel will produce matters.
Recommended approach
Before adoption, write the geographic questions the firm actually needs answered. For example: can the team distinguish North Oaks from other Ramsey County locations; can it review a broader service area without relabeling North Oaks contacts; and can a location field be corrected when an intake record is ambiguous? Ask Bosseo to demonstrate the exact labels, filters, and attribution rules proposed for the firm. Keep the municipality, county, metropolitan area, and state as separate fields where those distinctions affect a budget or intake decision.
