1. Define the geographic view before judging performance
A dashboard can only answer a location question that the firm has defined. Travis Ranch is recorded as a census-designated place in Kaufman County. That relationship matters when you decide whether a report should isolate Travis Ranch, group it with other Kaufman County locations or include a broader Texas service area. Ask how location labels will be assigned to calls, forms, rankings and matters, and whether the same lead can appear in more than one geographic view.
Recommended approach
At the consultation, bring your intended service-area list and decide which geographic questions the dashboard must answer.
