1. Establish what “ROI” means before reviewing the board
A dashboard can only answer a business question when the underlying terms are clear. Bosseo’s public ROI Dashboard page describes rankings, calls, leads and retainers or revenue as connected parts of the view. It also describes lead classifications such as Potential New Client, Current Client and Other, along with case-type tagging. That distinction matters for a Stony Point firm because a call from somewhere in Rockland County may not represent the same service area, matter type or intake priority as a call from the town itself. The town’s 14,833-person ACS estimate is context for geographic scope, not a denominator for conversion or profitability. Ask which locations, practice areas and contact categories belong in your definition of a qualified opportunity.
Recommended approach
At the consultation, agree on the meaning of a lead, matter, signed case and revenue event before interpreting a chart. Keep Stony Point, Rockland County and any broader New York service area as separate geographic labels. If a figure cannot be tied to a documented definition, treat it as a review item rather than an ROI conclusion.
