1. Define what the dashboard is meant to prove
Bosseo’s public ROI Dashboard page describes one view for keyword rankings, SERP features, AI citations, calls, leads, case types and revenue-related information. It also presents live access rather than a quarterly PDF. Before you evaluate the product, decide which business questions matter to your firm. For example: which Lake St. Louis targets are being tracked, which practice areas count as qualified opportunities, and what the firm means by a signed matter. A population estimate for Lake St. Louis city cannot answer those questions. It can identify the municipality being discussed, while your own records must define the commercial outcomes.
Recommended approach
Write a short measurement brief before the consultation. Separate visibility measures, contact measures, intake classifications and matter outcomes. Ask Bosseo to show where each definition appears and which items require your firm to provide or approve data.
