1. Define what the dashboard is meant to prove
A useful ROI review begins with definitions. Bosseo’s public description says the dashboard brings rankings, calls, leads, and matters into one view, with leads tied to case types and revenue signals. It also describes classifications such as Potential New Client, Current Client, and Other. Those labels matter because a call count is not automatically a new matter, and a contact about a case type your firm does not handle should not be treated as the same opportunity as a qualified inquiry. That makes geographic scope worth defining before you interpret a city, county, or statewide number.
Recommended approach
Ask Bosseo to show the exact definitions used for a call, lead, case type, matter, and revenue signal. Decide whether your reporting should distinguish Barrington from Strafford County and any broader New Hampshire service area. A sound acceptance test is whether a partner can explain what each headline number includes and excludes.
