1. Define what “ROI” means for an Astoria practice
A dashboard is only useful when the firm agrees on the path from activity to a business decision. Bosseo’s public description says the ROI Dashboard can display rankings, calls, leads, case types, forms, intakes, reviews, trends and source attribution. It also describes leads and matters by case type as being tied to revenue. Before relying on that view, ask which fields your firm will treat as a lead, a qualified matter, a retained matter and revenue. Those are different events. The public page describes contacts classified as Potential New Client, Current Client or Other, but your consultation should confirm how those categories would be applied to your intake.
Recommended approach
Write an acceptance definition for each stage before reviewing totals. Keep Astoria city, Clatsop County and any broader service territory as separate geographic labels. The Census record identifies Astoria as a municipality in Clatsop County; it does not justify treating the entire county as Astoria demand. Decide which geographic question the dashboard must answer: where a search target is located, where a caller is located, where a matter arose or where the firm is willing to serve.
