Define what “ROI” means before reviewing the screen
A dashboard is only useful when the firm agrees on the difference between a call, a potential new client, a matter and revenue. Bosseo’s public ROI Dashboard description says leads can be classified as Potential New Client, Current Client or Other, with leads tagged by case type. It also describes a connection between leads, matters and real revenue. That gives your firm a practical starting point for a measurement conversation, but it does not establish that every firm’s data will be complete or that a displayed contact will become a signed case. For Parsippany work, decide whether a report should distinguish Parsippany from other Morris County locations and from the wider New Jersey market.
Recommended approach
Before adopting any KPI, write down the inclusion rule, geographic label, responsible reviewer and action that follows a change. Ask Bosseo to demonstrate how your firm would separate potential clients, current clients and other contacts, and how a matter or revenue value would be represented.
