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 | 145 | 161 | 18 vs 20 prior | -16 (-9.9%) | PBI new patients. |
| Production | $2,107,127 | $1,950,200 | $263,391 vs $243,775 prior | +$156,927 (+8.0%) | PBI net production. |
| Lead → Hygiene days (current) | 7Aug 2026 | — | 7 YTD median | +0 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 2Aug 2026 | — | 2.2 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 | —last 30 days | — | — | — | Unmeasured. |
Foundational reporting checklist · tech stack3 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 · Carlton-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
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 + Divi
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/profile.php?id=61554845693148
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist0 of 5 in place · 1 unverified · 3 missing
✗
Website audit score · 53.8
Threshold 60
✗
GBP audit score · 67.1
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
161 → 145
New patients
-16 · -9.9%
$1,950,200 → $2,107,127
Production
+$156,927 · +8.0%
7 d
Lead → hygiene
GREEN line is 14
96.04%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
67.1
GBP score
threshold 90
53.8
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 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; then 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.