Click any column header to sort (click again to reverse; rank columns sort 1 → N with unranked last). Click a row for levers, data issues, ops notes, the change log and links. Green dot = live, amber = account set up but dark, grey = not live. Filters and sort are saved in the page link, so anyone can bookmark their own view or use Copy link.
Sources. How each number is defined
Goal basis : NP-99 goal = on the ops sheet Declining (99) list and not Medicaid-heavy or Dentrix Ascend (Sarah's Q4 target, split Oct/Nov/Dec by the practice's 2025 mix). ROD-agreed goal = added after a Growth Manager / ROD conversation. Manual review with ROD = no goal on the dashboard yet.NP to date : new patients from Oct 1 through the date in the header (Power BI, completed days only). Shown for every practice that has Power BI rows.Pace : NP to date ÷ expected to date, where expected = completed months' targets + the current month's target × (business days elapsed ÷ business days in the month). Green 90%+, amber 60–89%, red under 60%. The first two weeks of a quarter are noisy.vs '25 : NP to date against the same business-day proration of the practice's Oct/Nov/Dec 2025 actuals.Lead→Hyg : Power BI median days from booking to the new-patient hygiene visit, latest completed-or-current month (label shows which). Directional only; a known definition bug can distort single practices.Util Q3 : Q3 hygiene visits ÷ (hygienist days × 8 slots), from the Oct 1 operating-plan fill. Opportunity = Util Q3 under 80% and Lead→Hyg under 14 days (Sarah's rule).Levers : count of open items from the Oct 14 bucket rules: website under 60 or in Don's queue, GBP under 90, GHL missing (paid plan), not in Yext, PeerLogic not live, snapshot not submitted, no doctor interview, scheduler not live, reviews under 10/mo, phones (conv under 45% or missed over 25%), capacity tight (lead over 14 d), GBP photos thin, paid build open.Neurality : sga3p Neurality Status = Active. Online scheduler : sga3p Scheduler Live. Yext : an open entity in the SGA Yext account matched on Place ID, phone or address (daily). PeerLogic Analytics : inbound calls logged this quarter (daily); dark = mapped account under 50 calls.Data issues : known listing / website / identity problems that make a row unreliable; the East review-inflow outage (Aug 25) is its own filter.Owner ranks : Paid rank (Brad) = build priority from the Q4 paid media plan, 115 practices, approved launches first. GBP rank (Korinne) = every practice with an Oct 5 GBP score, lowest score = 1. Web rank (Wyatt) = most recent website audit score, lowest = 1, with MSP, Sanity and Don rebuilds excluded. The owner buttons select all ranked practices for that list and sort by rank; the rank band filters narrow to 1-10, 11-25, 26-50 or 51+.Change log / Last change : hand-kept per practice (launches, budget changes, landing-page and website cutovers, GHL sub-accounts, Yext adds, doctor interviews) with the date and who did it, so a move in NP or calls can be read against what changed. Last change is the most recent dated entry (+N = earlier entries, all in the detail row); Changed in last 14 days counts entries dated within 14 days of the refresh. Send changes to Amy as practice, date, what changed.
