1. Define the measurement question before reviewing the screen
The strongest starting point is not a list of tiles. It is the decision you want the data to support. You may want to compare practice areas, examine whether calls are being classified consistently, review which pages or channels receive attribution, or determine whether a reported lead became a matter. Bosseo’s public product page says the dashboard can show rankings, SERP features, AI citations, calls, leads, forms, video intakes, case types, source attribution, reviews, and trends. Those capabilities describe possible measurements; they do not decide which definitions fit your Norfolk practice.
Recommended approach
Bring two or three concrete management questions to the consultation. For example, ask how the dashboard would distinguish a potential new client from a current client, vendor, or spam contact, and what your team would need to record before treating a lead as a matter. Keep Norfolk city separate from Virginia-wide coverage when setting geographic questions. The Census record identifies Norfolk city and its relationship as Norfolk city; it does not support a broader county or metro claim.
