1. Define what “ROI” means before reviewing a dashboard
Bosseo’s public ROI Dashboard page presents rankings, calls, leads, retainers and revenue signals together. That does not remove the need for your firm to define its own business terms. A potential new client is not the same as a current client, vendor, spam contact or signed matter. A call is not automatically a qualified lead, and a lead is not automatically revenue. Your first review should ask which fields are measured, which are classified, which are entered by people, and which are calculated. It should also ask whether “Eatontown” means the borough itself, a service-area label, a page target or a caller’s stated location. The Census record identifies Eatontown borough as a municipality in Monmouth County. Keep that relationship intact when naming reports and reviewing geographic performance.
Recommended approach
Bring a written definition for inquiry, potential new client, qualified matter, retained matter and revenue. Ask Bosseo to show how each definition appears in the dashboard and how an item can be corrected when its classification is wrong.
