1. Define what “ROI” means before viewing the numbers
A dashboard can only answer a return question when the underlying terms are specific. Decide whether your firm is measuring inquiries, potential new clients, qualified consultations, signed matters, collected fees or another approved outcome. Bosseo’s public ROI Dashboard page describes leads and matters by case type and says leads can be tied to real revenue. That capability makes definitions more important, not less. A call, web form or video intake is not automatically a signed case. Your team should also decide how to handle current clients, vendors, spam and duplicate contacts.
Recommended approach
Bring your preferred definitions to the consultation. Ask how each category would appear, who can change a classification, and how a matter moves from contact to outcome. Keep Hopkinton and Merrimack County labels precise so local reporting does not quietly combine a town, a county and a broader service area.
