1. Define what “ROI” means before reviewing a tile
A dashboard cannot answer a business question that the firm has not defined. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, matters and revenue-related views. Those labels still need operational definitions for your firm. For example, you should decide whether a lead means any inquiry, only a potential new client, or a contact for a practice area the firm accepts. You should also distinguish a call from a qualified intake and a signed matter. Kenmore is a village municipality in Erie County; do not treat a Kenmore geographic label as proof that an inquiry came from inside the village or that the matter belongs to a particular market.
Recommended approach
Bring a written definition for inquiry, potential new client, qualified intake, retained matter and revenue. Ask Bosseo to show where each definition appears and who may change it. Keep Kenmore, Erie County and any broader service area as separate geographic fields rather than combining them into one local total.
