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 | 245 | 242 | 31 vs 30 prior | +3 (+1.2%) | PBI new patients. |
| Production | $1,137,261 | $1,294,977 | $142,158 vs $161,872 prior | -$157,716 (-12.2%) | PBI net production. |
| Lead → Hygiene days (current) | 4Aug 2026 | — | 4 YTD median | -10 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 4Aug 2026 | — | 3.5 YTD median | +2 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 stack1 of 11 in place · 2 unverified · 5 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
·
PeerLogic analytics
Not on the PeerLogic location list
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
·
Google Ads account live
Not on the NP-99 file; no paid-media record
✗
GA4 live
No GA4/GTM found in homepage source
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · WordPress + Other
Internal Hosting · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✗
Facebook ownership · facebook.com/BrightDentalCharlotte/
Access: None (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✗
Neurality live
Not live
Phase 1 checklist0 of 5 in place · 1 unverified · 0 missing
·
Website audit score
Not audited
·
GBP audit score
Not audited
!
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 on the PeerLogic list
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
242 → 245
New patients
+3 · +1.2%
$1,294,977 → $1,137,261
Production
-$157,716 · -12.2%
4 d
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
—
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Not live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
B1/B2/B3 by paid-media tier (pull MCC) — Tier 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; then B1/B2/B3 by paid-media tier (pull MCC).
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.