1. Define what counts as a useful Easley result
The dashboard describes rankings, calls, leads and matters, but your firm still needs operating definitions. A call is not automatically a potential new client. A form submission is not automatically a qualified matter. A ranking for an Easley target is not the same as a signed case. Decide how your team will distinguish potential new clients, current clients, vendors, spam and other contacts, then apply those definitions consistently. Bosseo’s public ROI Dashboard description says contacts can be classified by those categories and tagged by case type. It also describes forms and video intakes as countable channels. That gives you a practical starting point for agreeing on the vocabulary behind the tiles.
Recommended approach
Ask Bosseo to demonstrate the classification and case-type views using definitions your firm approves. Keep Easley, Anderson County and Pickens County as separate geographic questions where that distinction matters; do not combine them simply because the municipality has relationships with both counties.
