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 | 147 | 199 | 18 vs 25 prior | -52 (-26.1%) | PBI new patients. |
| Production | $1,146,618 | $1,273,935 | $143,327 vs $159,242 prior | -$127,317 (-10.0%) | PBI net production. |
| Lead → Hygiene days (current) | 21Aug 2026 | — | 3 YTD median | +20 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 2Aug 2026 | — | 2.5 YTD median | -1 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 | 49.5%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack6 of 11 in place · 2 unverified · 3 missing
✓
Yext (or similar listing service) · Artistry In Dentistry
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Artistry In Dentistry
PeerLogic location list: Analytics LIVE = Yes
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✓
Google Ads account live · Gold tier · $8,539 / mo budget
Dakota's paid-media tier tag (NP-99)
✗
GA4 live
No GA4 tag found in homepage source (scan 2026-05-03)
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · WordPress + Other
External Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/SheldonSullivanDDS/
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @drsheldonsullivan
Access: Full (linked to Facebook)
✗
Neurality live
Not live
Phase 1 checklist3 of 5 in place · 1 unverified · 0 missing
✓
Website audit score · 73.8
Threshold 60
✓
GBP audit score · 90.7
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
Live
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
199 → 147
New patients
-52 · -26.1%
$1,273,935 → $1,146,618
Production
-$127,317 · -10.0%
21 d
Lead → hygiene
GREEN line is 14
93.09%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
90.7
GBP score
threshold 90
73.8
Website score
threshold 60
$8,539 / mo
Paid media
Gold
49.5%
Call conversion
threshold 45%
Not live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B3 Cadence Lock — A1 Foundation Sprint first (close the -F gaps), then Tier 1: reactivation, then B3 Cadence Lock. Add the Advanced Care service-line funnel on top.
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.