1. Define what “ROI” means before reviewing the screen
Bosseo describes the ROI Dashboard as a live view that can bring rankings, calls, leads and matters together. Its public description also identifies case-type breakdowns, source attribution, forms and intakes, review tracking, trends over time, and revenue-related signals. Those labels are useful only after the firm agrees on definitions. For example, a call, a potential new client, an accepted intake and a signed matter are not interchangeable. A Friendswood firm may also serve clients across Galveston County, Harris County, Texas or another defined service area. The dashboard’s geographic question should therefore be explicit: does a location field describe where a person lives, where an incident occurred, where the office serves, or which campaign produced the contact?
Recommended approach
Ask Bosseo to walk through the proposed definitions for call, lead, case type, matter, source, city and revenue. Decide which records the firm will treat as authoritative and which figures are directional. Do not approve a dashboard because it displays a large total; approve it when the partners can explain how a total was produced and what decision it supports.
