Legion AIThe 7 Sales Dashboard Metrics Every SMB Should Track in 2026
Dashboards fail when they show what's easy to measure instead of what drives revenue. These seven metrics predict SMB growth better than any other.
The 7 Metrics That Matter
- Speed-to-lead (median & p95). Under 5 minutes or you're losing deals.
- Cost per booked call. Ad spend ÷ actual booked appointments.
- Show rate. Booked → attended. Anything under 70% means your reminder cadence is broken.
- Close rate by source. Reveals which channels deserve budget.
- LTV (12-month revenue per customer). Anchors what you can spend to acquire.
- CAC payback in months. < 6 months = healthy for SMB.
- Pipeline velocity. (Deals × Win rate × ACV) ÷ Sales cycle days.
Display Rules
- One number, one comparison (vs. last period), one target — always together.
- Color = signal, not decoration. Red only when the metric is off-target.
- Every metric ties to a lead source. No source = no metric.
How Legion Builds This Dashboard For You
Legion pulls call data, ad spend, and booking outcomes into a single dashboard with these 7 metrics pre-built. AI narrative summaries flag the one metric that changed most and suggest the next action.
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