1. Define what “ROI” means before reviewing the screen
The Bosseo public page describes the ROI Dashboard as a place to view rankings, calls, leads, retainers, and revenue signals. Those labels are useful only when your firm agrees on their meaning. A call is not automatically a potential new matter. A form submission is not automatically a qualified lead. A ranking is not a signed case. A revenue field requires a definition, an owner, and a decision about when information is considered complete. Sans Souci CDP is recorded in Greenville County, so the firm should also decide whether “local” means Sans Souci alone, Greenville County, another service area, or South Carolina more broadly. The population estimate does not answer that question.
Recommended approach
Ask Bosseo to walk through the proposed definitions for ranking, call, lead, case type, matter, retainer, and revenue. Write acceptance criteria in plain language before relying on the dashboard for budget or practice-area decisions.
