1. Define what “Orange” means before reading the dashboard
A location filter can create confusion when a firm serves more than one geography. The dashboard page says it can show city and case-type data, but a serious review should establish whether the firm wants to evaluate Orange, Orange County, Texas more broadly, or another service area. Those are not interchangeable audiences.
Recommended approach
Ask Bosseo to demonstrate the geographic labels used for tracked keywords, calls, forms and attributed leads. Decide whether Orange and Orange County should be separate reporting views. Record the rule for a caller who lives outside Orange but asks about a matter handled by the firm. Do not approve a dashboard merely because it displays a place name; approve it when the geographic definition matches the firm’s intake and service-area decisions.
