1. Define what “ROI” means before reviewing the screen
A dashboard can display many signals without making them equivalent. For a Powell firm, start by separating a ranking for a Powell service target from a phone call, a potential new client, a case-type classification and a signed matter. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types and revenue signals in one view. It also describes lead classifications that distinguish Potential New Client, Current Client and Other. Those definitions matter when a firm serves Powell while also handling matters elsewhere in Delaware County or Ohio. The municipality’s population estimate is context, not a denominator for expected cases.
Recommended approach
Ask Bosseo to walk through the exact definition of each visible metric, the geographic scope of tracked targets, the treatment of current clients and non-lead contacts, and the point at which a lead becomes a matter or revenue record. Approve a metric only when your team can explain what it includes and excludes.
