1. Set the geographic definition before reading the dashboard
A dashboard view labelled “Mabank” should therefore be distinguished from county-wide activity and from activity elsewhere in Texas. Ask how locations are named, whether a call or lead can be associated with a city or county, and whether the view separates Mabank from the three recorded county relationships.
Recommended approach
Request a written geographic dictionary for the dashboard. It should identify the place names, counties, service areas and keyword groups used in reporting. Decide whether the firm wants Mabank-only reporting, county reporting, or a broader service territory, and require those views to remain distinguishable.
