1. Define what “ROI” means before reviewing the screen
The public ROI Dashboard description connects rankings, calls, leads and matters in one view. It also describes lead rollups by case type and a view of retainers and revenue. Those labels require careful discussion because a ranking is not a lead, a lead is not a signed matter, and a matter is not automatically revenue. A Closter firm should decide which business events it wants to distinguish: a phone contact, a potential new client, an existing client, a vendor or spam, an accepted intake, a signed matter and collected revenue. The dashboard’s public description says contacts can be classified as Potential New Client, Current Client or Other, and leads can be tagged by practice area.
Recommended approach
Ask Bosseo to define every field used in the ROI view and identify which values are entered, classified or calculated. Keep Closter and Bergen County labels separate from broader New Jersey coverage so a local result is not mistaken for a statewide one. Treat the Census population estimate as geographic context only, not as a forecast.
