1. Start with a geographic definition your partners can defend
That distinction matters because a dashboard can only answer a geographic question that the firm has defined first. A report combining Elmont, the rest of Nassau County and statewide activity may be useful for some decisions, but it should not be presented as Elmont performance. Ask Bosseo how locations are represented in the dashboard and whether your team can distinguish the geographic views it needs.
Recommended approach
Before reviewing performance, write down the locations that matter to your firm and keep Elmont separate from Nassau County and New York-wide reporting where the decision requires that distinction.
