1. Define what “ROI” means before reviewing the screen
A dashboard cannot answer a business question that the firm has not defined. Bosseo’s public description says the ROI Dashboard brings rankings, AI and search visibility, calls, leads, case types and matters into one view. It also describes leads and matters as connecting to revenue. Before relying on those measures, ask how your firm distinguishes a potential new client from a current client, vendor, spam contact or another non-lead. Ask what event makes a matter count and which revenue field is used. These definitions matter for a Lake Hallie practice because a location label may refer to the municipality, a county relationship or a broader service area. The dashboard should not silently treat those geographic scopes as interchangeable.
Recommended approach
Bring your current intake categories, matter stages and revenue definitions to the review. Ask Bosseo to show how Lake Hallie, Chippewa County and Eau Claire County would be represented, if those locations are included in the proposed scope. Approve only measures that your team can explain and reconcile with its own records.
