1. Define the geographic view before reviewing performance
The Census record identifies Washington township, New Jersey, and its relationship to Gloucester County. A firm may serve that township, the wider county, other New Jersey communities or clients outside the immediate area. Those are different reporting scopes. A dashboard should not make a township population estimate look like proof of market opportunity, and a county-level view should not be mistaken for a Washington-specific result. Ask how locations are named, grouped and filtered. Decide whether a location means the person’s stated need, the page they visited, the call’s origin, the office’s service area or another definition. That distinction matters when partners compare practice areas or decide where to review coverage.
Recommended approach
Bring your preferred geographic definitions to the consultation. Ask Bosseo to show how location and case-type views would be represented, what the dashboard can actually distinguish, and which conclusions would require separate review rather than a single chart.
