Scorecard data through Aug 2026 · YTD = Jan–Aug 2026 · prior period = Jan–Aug 2025 · checklist sources as of 2026-09-28
Metrics
| Metric | YTD | Prior period | Avg / month | DIF | Note |
|---|---|---|---|---|---|
| New Patients | 724 | 690 | 90 vs 86 prior | +34 (+4.9%) | PBI new patients. |
| Production | $741,978 | $692,535 | $92,747 vs $86,567 prior | +$49,443 (+7.1%) | PBI net production. |
| Lead → Hygiene days (current) | 3Aug 2026 | — | 5 YTD median | -2 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 3Aug 2026 | — | 2.8 YTD median | +0.5 vs prior month | |
| Organic traffic | — | — | — | — | Not in the NP-99 audit rollup; GA4 not connected to SGA reporting. |
| NP opportunities · PeerLogic | — | — | — | — | Per-location PeerLogic counts not yet in SGA reporting. |
| NP opportunities · Neurality | — | — | — | — | Per-location Neurality lead counts not yet in SGA reporting. |
| NP call conversion | —last 30 days | — | — | — | Unmeasured. |
Foundational reporting checklist · tech stack5 of 11 in place · 1 unverified · 4 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Advanced Dental Center Summerville-SGA
PeerLogic location list: Analytics LIVE = No
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✗
Google Ads account live
On the NP-99 file with no paid-media tier — no Google Ads program
✓
GA4 live · GT-5RF6ZKDS
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Divi
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · http://www.facebook.com/AdvDentalClinic/
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live · since 22 Nov 2025
Neurality link verified on site (2026-08-14)
Phase 1 checklist2 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 63.1
Threshold 60
✓
GBP audit score · 92.6
Threshold 90
!
Social audit score
Social audit verified 2026-06-09 — no numeric score
·
Google reviews, last 30 days
Not pulled — needs a SerpAPI review scan
✗
PeerLogic
Not deployed
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
690 → 724
New patients
+34 · +4.9%
$692,535 → $741,978
Production
+$49,443 · +7.1%
3 d
Lead → hygiene
GREEN line is 14
91.31%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
92.6
GBP score
threshold 90
63.1
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B1 Add Paid $1K — A1 Foundation Sprint first (close the -F gaps), then Tier 3: B1 Add Paid $1K.
This page is generated from the classification and the access registries. A hand-written 90-day plan (like Statesboro Family Dental) replaces it when the Growth Manager builds one.