1. Define what “ROI” means for your Lorton practice
A dashboard cannot resolve an undefined business question. Decide whether you are reviewing visibility, contacts, potential new clients, signed matters, revenue, or a sequence connecting those stages. The distinction matters in a place-based review: Lorton is a CDP within Fairfax County, so a report should make its geographic scope explicit rather than treating every Fairfax County interaction as a Lorton result. Bosseo’s public ROI Dashboard page describes leads and matters by case type and says its dashboard connects rankings, calls, leads and revenue signals. Confirm during consultation which fields are available to your firm and how each field is defined.
Recommended approach
Write a short measurement brief before implementation. Include the practices you want to evaluate, the geographic labels you need, the difference between a contact and a potential new client, and the business event that qualifies as a matter or retained case. Ask Bosseo to show where each definition appears in the dashboard.
