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 | 335 | 416 | 42 vs 52 prior | -81 (-19.5%) | PBI new patients. |
| Production | $1,163,542 | $1,206,017 | $145,443 vs $150,752 prior | -$42,475 (-3.5%) | PBI net production. |
| Lead → Hygiene days (current) | 3.5Aug 2026 | — | 7 YTD median | -3.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 0Aug 2026 | — | 1.5 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 stack1 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
On the NP-99 file with no paid-media tier — no Google Ads program
·
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 · 69.9
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
416 → 335
New patients
-81 · -19.5%
$1,206,017 → $1,163,542
Production
-$42,475 · -3.5%
3.5 d
Lead → hygiene
GREEN line is 14
87.27%
Hygiene %
NP-99
+3.9%
Organic traffic Δ
audit rollup
69.9
GBP score
threshold 90
57.3
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 1: reactivation, 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.