1. Define what the dashboard counts before you compare results
Bosseo’s public ROI Dashboard page says the product tracks keyword rankings, SERP features, AI-engine citations, calls, forms, video intakes, reviews, leads, case types, source attribution, and trends. It also describes contact classifications such as Potential New Client, Current Client, and Other. Those labels matter because a raw call total can include existing clients, vendors, spam, or people asking about a matter the firm does not handle. For a Tullahoma practice, define whether a “local” lead means a person seeking counsel in Tullahoma, a matter connected to Coffee County, a matter connected to Franklin County, or another geographic rule used by the firm. Do not treat the city’s population as a forecast of any of those categories.
Recommended approach
Ask Bosseo to walk through the exact definitions for a lead, a call, a qualified intake, a matter, a signed retainer, a case type, and a producing page. Agree in writing which events belong in each category before using the dashboard for budget or staffing decisions.
