1. Start with the geographic question your firm needs answered
That distinction matters when you decide what a location field should mean. A dashboard may need to separate a caller’s location, the page or campaign associated with a contact, and the geography your firm targets. Ask to see how the dashboard represents Commack, Suffolk County and any broader service territory without treating them as interchangeable.
Recommended approach
Bring a written list of the locations your firm serves and ask Bosseo to show how those labels would be defined, filtered and reviewed. Do not approve a geographic report until you know whether each location reflects a search target, landing-page context, caller statement, intake record or another defined field.
