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 | 266 | 332 | 33 vs 42 prior | -66 (-19.9%) | PBI new patients. |
| Production | $1,636,322 | $1,747,918 | $204,540 vs $218,490 prior | -$111,596 (-6.4%) | PBI net production. |
| Lead → Hygiene days (current) | 92Aug 2026 | — | 53 YTD median | +85 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 4Aug 2026 | — | 3.5 YTD median | +1 vs prior month | |
| Organic traffic | — | — | — | +3.9% YoY | Website audit rollup (NP-99). |
| 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 stack2 of 11 in place · 2 unverified · 2 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 · $414 / mo budget
Dakota's paid-media tier tag (NP-99)
·
GA4 live
Not in the GA4 scan
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
·
Website access
Not on the website access registry
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Not recorded
·
Instagram ownership
Not recorded
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist0 of 5 in place · 0 unverified · 2 missing
✗
Website audit score · 57.3
Threshold 60
✗
GBP audit score · 66.3
Threshold 90
·
Social audit score
Not audited
·
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
332 → 266
New patients
-66 · -19.9%
$1,747,918 → $1,636,322
Production
-$111,596 · -6.4%
92 d
Lead → hygiene
GREEN line is 14
93.65%
Hygiene %
NP-99
+3.9%
Organic traffic Δ
audit rollup
66.3
GBP score
threshold 90
57.3
Website score
threshold 60
$414 / mo
Paid media
Bronze
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
C1 Hold · Reroute · Pre-position — Ops holds this practice — Lead→Hygiene is over 14 days. Marketing freezes paid escalation, reroutes budget to the nearest GREEN sister practice, runs reactivation only, and watches the hiring pipeline. Flips GREEN after 60 days at ≤ 14 days (or a PRD start).
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.