1. Define what “ROI” means before reviewing the screen
The dashboard page describes leads, matters, retainers and revenue as connected measures. Those terms can carry different meanings inside a law firm. A phone call may be a current client, a vendor, a potential new client or another contact. A lead may concern a practice area your firm does not accept. A signed matter may not equal collected revenue. Because Bothell East is recorded as a CDP in Snohomish County, you should also decide whether location reporting means a caller’s location, a service location, an office location or a campaign target. The geography must not be treated as proof that residents will contact the firm.
Recommended approach
Ask Bosseo to walk through each proposed metric using definitions your firm approves. Decide which events count as a qualified inquiry, accepted matter, signed matter and revenue, and identify which fields remain informational rather than financial. Put those decisions into acceptance criteria before treating the dashboard as an ROI record.
