1. Start with the decision, not the dashboard tile
A live screen is useful only when it answers a decision your firm actually makes. The public ROI Dashboard page describes rankings, calls, leads, case types, AI citations, SERP features, forms, video intakes, reviews and source attribution. Those categories are broader than a simple traffic report. For a Ramsey practice, ask which decisions matter most: whether a practice area deserves more attention, whether a source is producing contacts, or whether intake records are being classified consistently. Ramsey’s relationship to Anoka County also matters when you define geographic reporting. A Ramsey city signal is not automatically an Anoka County signal, and neither should be treated as statewide performance.
Recommended approach
Bring two or three recurring management questions to the review. Ask Bosseo to show where each answer would appear, what definition supports it, and which geographic label the dashboard uses. Do not approve a metric merely because it is available.
