1. Define what “ROI” means before reviewing a tile
The public ROI Dashboard description connects rankings, calls, leads, matters and revenue signals. Those terms should not be treated as interchangeable. A call may be a potential new client, a current client, a vendor or other activity. A lead may be assigned to a case type, while a signed matter and revenue require separate definitions. For a firm based in or serving Salem, begin by deciding whether the reporting geography is Salem town, other communities in Rockingham County, New Hampshire statewide coverage, or a combination. That geographic choice affects the questions the dashboard must answer.
Recommended approach
Ask Bosseo to walk through the definition of every count you would use in a partner meeting: ranking, lead, potential new client, case type, matter, retainer and revenue signal. Record which events are measured directly, which are classified, and which require a human decision. Do not approve the dashboard because the numbers look polished; approve it when the terms match your firm’s operating language.
