1. Define what the dashboard is supposed to prove
Bosseo describes the ROI Dashboard as a way to view rankings, calls, leads and matters in one place. Bosseo also describes rankings and keyword coverage, SERP features, AI-engine citations, calls, forms, video intakes, source attribution, review activity and trends over time. For a La Vista firm, begin with the decisions behind those categories. Do you need to distinguish La Vista from other Sarpy County locations? Do you need to separate a potential new client from a current client, vendor or spam contact? Do partners need case-type totals, or do they need matter-level financial information?
Recommended approach
Write a measurement glossary before evaluating the display. Define “lead,” “matter,” “retainer,” “case type,” “source,” “city,” “qualified call” and “revenue” in terms your firm can apply consistently. Ask Bosseo to identify which definitions are available in the proposed scope and which require your firm’s review.
