How to use the Ignition Dashboard

Overview

The Ignition Dashboard answers one question for every client: how much are we spending to book a job (CPBJ), and is it going down? It runs on one pipeline. When a deal moves through the pipeline, six automations record the data and eight dashboard tiles calculate the numbers.

Before You Start

• The client's sub-account name, and confirmation you are in the right one
• The client's program tier (Spark, Blaze, Wildfire or Firestorm)
• Access to the client's Google Ads and Meta ad accounts (or the client on a call to approve the connection)
• The client's monthly management fee (used by CPBJ All In and ROI All In)
• The client's Google review link
• Which field service software (FSM) the client uses, if any
• Which forms, ads or lead sources currently bring leads into the account

Part A

1. Open Account Snapshots in agency viewFind Ignition Dashboard Template v1. Do not use the FireRock 4.x boilerplate snapshots for this; the Ignition build lives only in this snapshot.
2. Load it into the client's sub-accountUse the snapshot's actions menu to load or push it to the existing client sub-account. Select all assets. It contains 36 items: 12 custom fields, 8 custom metrics, 4 custom values, 1 dashboard, 1 pipeline, 4 tags and 6 workflows.
3. If it asks about conflicts, keep existing client itemsNothing in the snapshot shares a name with the standard boilerplate, so conflicts should not appear. If one does, stop and ask before overwriting.
4. Check the six IDA workflows are PublishedIn the client account open Automation, search IDA: and confirm all six show Published.
5. Check the triggers are switched onOpen each workflow and look at the trigger box at the top. If a trigger shows as inactive, click it, then click Save trigger. Stage-based triggers sometimes arrive switched off after a load, and one save fixes it.

Part B

1. Send every new lead into the Ignition Pipeline at New LeadThis is the most important step. The Ignition automations only start when a deal lands in Ignition Pipeline > New Lead. Open each workflow that handles incoming leads (website forms, Facebook lead forms, calls) and set its Create/Update Opportunity step to Ignition Pipeline, stage New Lead. If no such step exists, add one. Set the opportunity value if the source provides one.
2. Turn off any old auto-replyIf the account already has an automation that sends a "thanks, we got your message" reply (for example "Any Form Submitted > Create Opportunity > Auto Response"), turn its reply off or the lead gets two messages. Speed-to-Lead now sends the first reply.
3. Personalise the messagesRead the SMS and email in Speed-to-Lead, Missed-Call Text-Back and Completed & Review Request. Add the client's business name and check the sender phone number and email are the client's.
4. Put the Google review link in the review requestIn IDA: Completed & Review Request, open the review SMS and check the review link. It currently uses the business profile's review link field, which has not been confirmed for every account. If the link is blank in a test, paste the client's Google review link directly into the message.
5. Connect the ad accountsConnect Google Ads and Meta (Facebook) Ads in the client account's integrations. Until both are connected, the four spend tiles (CPBJ Media Only, CPBJ All In, ROAS, ROI All In) show "Ad account configuration required". That message is normal, not an error.
6. Enter the monthly management feeIn Reporting, edit the custom metrics CPBJ - All In and ROI - All In. Each formula ends with a number set to 0. Replace it with the client's monthly fee and save. Also record the fee in the custom value IDA - Monthly Mgmt Fee for reference. The dashboard cannot read custom values directly, so the number in the formula is the one that counts.
7. Connect the FSM (if the client has one)Open IDA: FSM Inbound Sync, copy the webhook URL from its trigger and add it in the client's FSM (directly or through Make/Zapier). Send one real job from the FSM, then map job_id and revenue in the trigger. Skip this step if the client has no FSM; everything else still works.
8. Set the four custom valuesFill in IDA - Monthly Mgmt Fee, IDA - LSA Monthly Spend, IDA - Baseline CPBJ (the client's starting CPBJ, for comparison) and IDA - Target First Response (default 60 seconds).

Part C

1. Create a test contactName it "Ignition Test", with your email and mobile number.
2. Create an opportunity in Ignition Pipeline > New LeadGive it a value, for example $2,500.
3. Wait one minuteYou should get one text and one email that greet you by first name. If you get two, an old auto-reply is still on (Part B, step 2).
4. Check the opportunityOpen it and confirm First Response At shows today and First Response Seconds shows 60.
5. Drag it to Contacted, then to Job BookedWithin a few seconds it should be marked Won, with Is Booked Job ticked, Booked Job Value equal to the opportunity value, and the tag job-booked on the contact.
6. Drag it to CompletedConfirm Job Completed At shows today and Review Requested is ticked. The review text arrives one day later; check it has the correct link.
7. Test a missed callCall the client's tracking number from your phone and hang up before it is answered. You should get the text-back after about a minute and Missed Call is ticked on your opportunity. Reply to the text and Missed Call Recovered should be ticked.
8. Check the dashboardOpen the Ignition Dashboard (Part E) and set the date range to include today. Close Rate and Average Job Value should show numbers from your test.
9. Delete the test contact and opportunitySo the client's numbers start clean.

Part D

The dashboard is only as accurate as the pipeline. These are the rules the client's team (or our team) must follow.

Part E

1. Open itIn the client account go to Reporting > Dashboard, then use the dashboard name dropdown at the top to select Ignition Dashboard.
2. Set the date rangeMatch it to the review cadence for the client's tier: monthly for Spark and Blaze, every two weeks for Wildfire, weekly for Firestorm.

Part F

Known limits

• Google LSA spend is not available as a dashboard data source. If a client spends meaningfully on LSA, add it as a fixed number in the CPBJ formulas, the same way as the fee.
• Avg First Response Time is a fixed 60-second placeholder until a real measurement is chosen.
• The Review Completed field is not filled by any automation yet.
• The job revenue sync from an FSM is confirmed per client at setup, because each FSM sends data differently.