1. Define what “ROI” means before reviewing the screen
A dashboard can display activity without answering the financial question a partner is asking. Bosseo’s public ROI Dashboard description says leads and matters by case type can tie back to revenue, and that source attribution can connect a lead to a channel and page. Your firm should still decide which event counts as a lead, matter, signed client or realized revenue. Those definitions matter when reporting on work connected with Bailey's Crossroads and Fairfax County, rather than treating every contact as equivalent.
Recommended approach
Bring your current definitions to the consultation. Ask whether the proposed view distinguishes potential new clients, current clients and other contacts; separates practice areas; and shows the point at which a lead becomes a matter or revenue record. Do not approve a return-on-investment view until the firm agrees on the labels and ownership of each field.
