Define what “ROI” means before reviewing the dashboard
A dashboard can display many signals without answering the same question for every firm. Bosseo’s public product description includes rankings, calls, leads, case types, source attribution, forms and intakes, revenue signals and trends over time. Before relying on any tile, ask what the underlying event represents. A call is not automatically a new matter. A lead is not automatically a signed client. A ranking is not automatically a consultation. League City’s population estimate is useful for identifying the municipality under discussion, but it cannot be converted into a forecast of legal need or return.
Recommended approach
Ask Bosseo to walk through the definitions for ranking, contact, potential new client, case type, matter, retainer and revenue. Decide which measures your partners will use for marketing review and which will remain diagnostic. Record exclusions for current clients, vendors, spam and other contacts if those categories are relevant to your reporting.
