1. Define what “ROI” means before reviewing the screen
A dashboard can only answer questions that have clear definitions. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, forms, intakes, source attribution, reviews and trends. It also describes leads as contacts classified as Potential New Client, with Current Client and Other treated separately. For an Edgewood-serving firm, begin by deciding whether your reporting geography is Edgewood alone, Pierce County, Washington or another service area. Do not treat the city’s population estimate as a forecast of matters. Instead, use the consultation to identify which geographic labels should appear in reports and which practice-area categories matter to your intake team.
Recommended approach
Bring your current definitions for qualified lead, consultation, signed matter, case type and revenue. Ask Bosseo to show where each definition would be represented and what remains outside the dashboard’s stated scope.
