1. Define what ROI means for a Pilot Point practice
The dashboard’s public description includes rankings, calls, leads, case types, retainers and revenue signals. Those categories still require firm-level definitions. A call is not automatically a potential new client. A lead is not a signed matter. A matter is not revenue until the firm decides which financial event counts. The Pilot Point geography also needs care: Pilot Point city and the three listed county relationships are not interchangeable reporting units. A county-level contact should not be presented as a Pilot Point result without an agreed rule.
Recommended approach
Before reviewing numbers, ask Bosseo to map the firm’s definitions for inquiry, potential new client, qualified matter, signed matter and collected revenue. Decide whether reports will separate Pilot Point from Cooke, Denton and Grayson county activity, and record any exclusions for current clients, vendors or spam.
