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 | 365 | 361 | 46 vs 45 prior | +4 (+1.1%) | PBI new patients. |
| Production | $1,359,779 | $1,652,521 | $169,972 vs $206,565 prior | -$292,742 (-17.7%) | PBI net production. |
| Lead → Hygiene days (current) | 6Aug 2026 | — | 5.2 YTD median | +4 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 2Aug 2026 | — | 3.2 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 stack4 of 11 in place · 2 unverified · 3 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 · Bronze tier · $868 / mo budget
Dakota's paid-media tier tag (NP-99)
✗
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 · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/claxtonfamilydentistry/
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live · since 24 Jan 2026
Neurality link verified on site (2026-08-14)
Phase 1 checklist0 of 5 in place · 1 unverified · 2 missing
✗
Website audit score · 59.6
Threshold 60
✗
GBP audit score · 65.6
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 on the PeerLogic list
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
361 → 365
New patients
+4 · +1.1%
$1,652,521 → $1,359,779
Production
-$292,742 · -17.7%
6 d
Lead → hygiene
GREEN line is 14
86%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
65.6
GBP score
threshold 90
59.6
Website score
threshold 60
$868 / mo
Paid media
Bronze
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B2 Scale +$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 B2 Scale +$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.