1. Define the geographic view before judging performance
The dashboard page describes tracking for service-and-city targets and says city data can help show where calls and clients come from. For a firm serving Carbondale, the first decision is whether the dashboard should distinguish Carbondale city from the wider Lackawanna County service area. Those are not interchangeable geographies. Carbondale’s ACS population estimate applies to the city itself, not to every person or household in Lackawanna County and not to the firm’s entire market. A useful review should therefore identify the geographic labels attached to rankings, calls, forms and matters. Do not use the city’s population as a proxy for demand or expected revenue.
Recommended approach
Ask Bosseo to show how Carbondale and Lackawanna County would be represented in the reporting, what geographic information is available for a lead, and how a firm should interpret contacts whose location is unknown. Approve the dashboard only if the geographic definitions are clear enough for partners to make decisions without overstating what the data proves.
