1. Define what the dashboard must prove
Bosseo’s public ROI Dashboard page presents rankings, calls, leads, case types, AI citations, forms and intakes, source attribution, reviews, trends, retainers and revenue as parts of the reporting picture. A River Falls firm should not treat every visible number as the same business outcome. A ranking is not a consultation. A call is not necessarily a potential new client. A lead is not a signed matter. Revenue requires the firm’s own agreed financial definition and, where appropriate, a connection to matter records. Because River Falls is a municipality spanning recorded relationships with Pierce County and St. Croix County, the firm should also decide whether geography means the city, either county, both counties, or another explicitly defined service area.
Recommended approach
Ask Bosseo to document each metric’s definition, source, owner and permitted use. Set acceptance criteria before reviewing performance: for example, the firm might require a clear distinction between calls, potential new clients, current clients and other contacts. That is an illustrative governance choice, not a claim about the firm’s current data.
