1. Define what “ROI” means before reviewing the screen
The public ROI Dashboard description says it brings rankings, AI citations, calls and leads together, with leads and matters by case type connected to revenue. That promise raises a practical question for your firm: which events count as a lead, a matter, a signed case or revenue? A Parma Heights inquiry may not follow the same path as an inquiry from elsewhere in Cuyahoga County, and a population estimate cannot answer whether either audience is commercially valuable. The dashboard should therefore be judged first by its definitions and traceability, not by the number of tiles it displays.
Recommended approach
Ask Bosseo to walk through the definitions used for potential new clients, current clients, other contacts, case types, matters and revenue. Decide whether Parma Heights should be a distinct geographic view or part of a wider service area, and document the rule before comparing results.
