1. Define what “ROI” means for a Bethel Park practice
A dashboard is only as useful as the terms behind its tiles. “Call,” “lead,” “potential new client,” “matter,” “signed case,” “revenue,” “case type” and “source” should each have a written meaning. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case-type breakdowns, forms and intakes, source attribution, review growth and trends over time. It also describes leads and matters by case type as being tied to real revenue. That makes definition work especially important: the firm should know whether a number is an inquiry, a qualified opportunity, an opened matter or collected revenue.
Recommended approach
Ask Bosseo to map its dashboard terminology to your firm’s existing intake and accounting terminology. Keep Bethel Park municipality, Allegheny County, nearby service areas and Pennsylvania-wide work as separate geographic fields where those distinctions matter. The Census population estimate can help document the municipality being served, but it should not become a forecast or a denominator for marketing performance.
