1. Define what “ROI” means before reviewing a number
A dashboard can display many signals without answering the question a managing partner actually has. For a Skiatook-serving firm, begin by separating rankings, calls, potential new clients, case types, retainers and revenue. A population estimate for Skiatook cannot supply those definitions, and a call count cannot by itself establish a signed matter. Bosseo describes the ROI Dashboard as a place to view rankings, calls, leads and matters, with leads and matters by case type tied to revenue in its public product description. Your consultation should establish which of those fields apply to your firm and how each term will be interpreted.
Recommended approach
Ask Bosseo to walk through the definition of every metric you would use in a partner meeting. Decide in advance whether the dashboard is for marketing review, intake review, budget allocation, or all three. Keep “contact,” “potential new client,” “current client,” “spam,” “matter,” “retainer” and “revenue” distinct in your internal decisions.
