1. Start with the geography your firm actually serves
That distinction should shape the dashboard review. Ask whether location fields distinguish Franklin from other places named Franklin and whether a report can separate a municipality from a county or a wider Pennsylvania target. A number labelled “Franklin” is not decision-ready if you cannot tell which geography it represents.
Recommended approach
Write the geographic definitions into the review criteria. Decide which locations belong in a report, which should be excluded, and whether location should be attached to a call, form, ranking target or matter.
