01 / What it is
The Ignition Dashboard exists to answer a single question in real time for the client and their strategist: how much are we spending to book a job, and is that number moving in the right direction. Everything on it either shows that number (CPBJ, Cost Per Booked Job), a supporting driver of it (close rate, average job value, first response time, missed call recovery), or a lever that changes it (ad spend, lead channel, review flow).
02 / Program tiers
Each tier has its own dashboard in the template. Widgets are cumulative, so each tier inherits everything in the one below it. After loading the snapshot, keep only the client's tier.
| Tier | Cadence | Dashboard |
|---|---|---|
| Spark | Monthly | Ignition Dashboard (Spark): CPBJ and trend, booked jobs and revenue, close rate, funnel, leads by channel, speed-to-lead, Google Ads, GBP, reviews (23 widgets) |
| Blaze | Monthly + channel | Ignition Dashboard (Blaze): adds CPBJ All In, CPBJ and cost per lead by channel, job value, completed and invoiced revenue, booking rate, Meta Ads, ROAS, review requests, Map Pack Rank (40 widgets) |
| Wildfire | Bi-weekly | Ignition Dashboard (Wildfire): adds no-show rate, ROI (All In), marketing-sourced revenue (44 widgets) |
| Firestorm | Weekly + QBR | Ignition Dashboard (Firestorm): adds cost per hire (45 widgets) |
Every tier including Spark shows CPBJ.
03 / Architecture
| # | Layer | Scope | Deployment |
|---|---|---|---|
| 1 | Pipeline (6 stages) | Standard sales pipeline every client uses | Scripted |
| 2 | Custom fields (12, opportunity-model) | Data the workflows write and the metrics read | Scripted |
| 3 | Custom values (5) | Account-level constants (mgmt fee, LSA spend, baselines, targets, rank tracker link) | Scripted |
| 4 | Workflows (9) | The bookkeeping that turns lead events into clean data | Scripted |
| 5 | Custom metrics (25) | Formula Editor definitions the tiles read | Scripted (Reporting API) |
| 6 | Dashboards (4 tiers, custom-metric tiles + native widgets) | The visible page the client and strategist see | Scripted (Reporting API) |
Every layer above is scriptable. The whole template can be redeployed to a fresh sub-account without a manual UI session, which is what makes this a real snapshot product and not a one-off build.
04 / Data flow (plain English)
1. Lead comes in
Speed-to-Lead assigns a rep, replies instantly, stamps first_response_at and follows up after 1 and 3 days if there is no reply.
2. Contact is worked
Lead Channel Stamp records the channel. An outbound call moves the deal to Contacted; a booked appointment moves it to Estimate / Appt Set.
3. Missed call happens
Missed-Call Text-Back flags missed_call = Yes and sends the recovery text; if the caller replies within 30 days, missed_call_recovered = Yes.
4. Opportunity reaches Job Booked
Booked-Job Stamp marks the opportunity Won, sets is_booked_job, captures booked_job_value. This is what CPBJ counts.
5. FSM completes the job
FSM Inbound Sync writes fsm_job_id, job_revenue, and moves the stage.
6. Job marked completed
Completed & Review Request stamps job_completed_at, review_requested, sends the review request.
Ad spend feeds the ratio
Google Ads and Meta spend flow in through the native ad modules. The 25 custom metrics combine opportunity data with ad spend (plus LSA spend and the management fee, typed into the formulas per client) to produce CPBJ, cost per lead, ROAS, ROI and the rate tiles.
05 / Per-client deployment
The template is captured as a snapshot and pushed to each client sub-account. The scripted layers land automatically. The remaining steps per client are:
| Step | Owner | Notes |
|---|---|---|
| Push snapshot to client sub-account | Us | Standard snapshot flow |
| Set the four custom values (mgmt fee, LSA spend, baseline CPBJ, response target) | Us at onboarding | 1 minute |
| Connect Google Ads (native) | Client + us | Ad-spend tiles start populating within one refresh |
| Connect Meta Ads (native) | Client + us | Same as above |
| Connect Google Business Profile (native) | Client + us | Powers GBP widget (Blaze+) |
| Configure FSM Inbound Sync webhook | Us + client FSM | The only step that needs a live FSM sample payload |
| Live test: New Lead to Job Booked to Completed | Us | Confirms every stamp fires and dashboard tiles populate |
Once the ad accounts are connected, the spend tiles read real numbers. The full per-client checklist is in the SOP.
06 / Template objects (in the account today)
Live status
Every workflow is Published. The builder-level error counter reads zero across the whole account. Ad-dependent tiles show "Ad account configuration required" in the template, which is expected. See the Build Plan tab for the full field, tag, workflow, and metric detail.
07 / Brand
Naming
Always "Ignition Dashboard". Never reference the underlying platform in front of clients.
Tone
Direct, outcome-oriented, action-first. Every metric answers a question the client cares about.
08 / Reference documents
All object IDs and API recipes are held internally and are not published on this page.