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 | 631 | 590 | 79 vs 74 prior | +41 (+6.9%) | PBI new patients. |
| Production | $2,736,093 | $2,756,410 | $342,012 vs $344,551 prior | -$20,317 (-0.7%) | PBI net production. |
| Lead → Hygiene days (current) | 1Jul 2026 | — | 0 YTD median | +1 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 0Aug 2026 | — | 0 YTD median | +0 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 stack6 of 11 in place · 1 unverified · 2 missing
✓
Yext (or similar listing service) · Dakota Dental and Wellness Center (matched by city)
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 · 505782044
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
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/applevalleydentist/
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @dakotadentalclinic
Access: Full (linked to Facebook)
✗
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
590 → 631
New patients
+41 · +6.9%
$2,756,410 → $2,736,093
Production
-$20,317 · -0.7%
1 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). 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.