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 | 170 | 154 | 21 vs 19 prior | +16 (+10.4%) | PBI new patients. |
| Production | $1,859,002 | $1,660,260 | $232,375 vs $207,532 prior | +$198,742 (+12.0%) | PBI net production. |
| Lead → Hygiene days (current) | 20Aug 2026 | — | 10.8 YTD median | +16 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 19Aug 2026 | — | 7.5 YTD median | +12 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 | 51.7%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack7 of 11 in place · 1 unverified · 2 missing
✓
Yext (or similar listing service) · Hale & Hale, DDS (matched by city)
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Hale and Hale DDS
PeerLogic location list: Analytics LIVE = Yes
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✓
Google Ads account live · Bronze tier · $795 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · 426096342
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Elementor
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Access: N/A (social audit 2026-06-09)
✗
Instagram ownership · @haleandhaledds
Access: None
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist2 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 73.8
Threshold 60
✗
GBP audit score · 65.3
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
Live
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
154 → 170
New patients
+16 · +10.4%
$1,660,260 → $1,859,002
Production
+$198,742 · +12.0%
20 d
Lead → hygiene
GREEN line is 14
83.11%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
65.3
GBP score
threshold 90
73.8
Website score
threshold 60
$795 / mo
Paid media
Bronze
51.7%
Call conversion
threshold 45%
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 3: 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.