1. Define what “ROI” means before reviewing the screen
Bosseo’s public ROI Dashboard page says the product can show rankings, calls, leads, case types, retainers and revenue signals. Those categories do not automatically mean the same thing inside every firm. A call may be a prospective matter, an existing client, a vendor inquiry or spam. A lead may be classified as a Potential New Client, Current Client or Other. A matter may also move through stages that your firm records differently. Ask Bosseo to show the exact definitions, status changes and source fields used for your account. For a Winooski practice, keep the geographic boundary explicit: Winooski is a city in Chittenden County, Vermont. Do not treat the city’s population estimate as a forecast of cases or marketing return.
Recommended approach
Bring your current intake categories and decide which events count as a qualified lead, consultation, signed matter and collected revenue. Require an agreed definition for each dashboard metric before using it in a partner or budget meeting.
