1. Define what “ROI” means before reviewing a tile
Bosseo describes the dashboard as connecting rankings, calls, leads, matters, retainers and revenue signals. Those terms require firm-approved definitions. A potential new client is not the same as a signed matter, and a call is not automatically a qualified opportunity. Your firm should decide which events count, which practice-area labels are valid and which revenue fields may be shown. For Haddon Heights, keep the location label precise: Haddon Heights borough, Camden County, New Jersey. Do not merge borough population with the wider county or metropolitan area when interpreting a local view.
Recommended approach
Ask Bosseo to walk through the proposed definitions and identify which fields are measured, classified or entered by the firm. Require a written acceptance list before relying on a return-on-investment conclusion.
