1. Define what “ROI” means for your Owego firm
A dashboard cannot answer a business question that the firm has not defined. Bosseo’s public description connects rankings, calls, leads and matters, and says leads can be organized by case type and tied to revenue signals. Before you evaluate the product, decide whether your primary question concerns qualified inquiries, signed matters, retainers, revenue, cost per signed case or another measure. Because Owego is a municipal town in Tioga County, ask how the dashboard would distinguish the geographic area you actually serve from broader New York activity. Do not treat the town’s population estimate as a forecast of cases or revenue.
Recommended approach
Bring your current definitions for a potential new client, current client, vendor, spam, qualified matter, signed matter and revenue. Ask Bosseo which of these can be represented, which require your staff’s judgment and which would remain outside the dashboard. Put the agreed definitions in writing before relying on a trend.
