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 | 472 | 586 | 59 vs 73 prior | -114 (-19.5%) | PBI new patients. |
| Production | $2,443,731 | $2,454,471 | $305,466 vs $306,809 prior | -$10,740 (-0.4%) | PBI net production. |
| Lead → Hygiene days (current) | 14Aug 2026 | — | 10.5 YTD median | +7 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 2.5Aug 2026 | — | 3.5 YTD median | -0.5 vs prior month | |
| Organic traffic | — | — | — | +43.9% 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 | 64.2%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack3 of 11 in place · 3 unverified · 5 missing
✓
Yext (or similar listing service) · Heritage Dental Associates
In the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Heritage Family Dental- SGA
PeerLogic location list: Analytics LIVE = No
!
GHL subaccount + contact form
GHL round-1 roster · form not wired
✗
Google Ads account live
On the NP-99 file with no paid-media tier — no Google Ads program
✗
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 · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✗
Facebook ownership · instagram.com/heritage.family.dental/
Access: None (social audit 2026-06-09)
✗
Instagram ownership
Access: None
✓
Neurality live · since 22 Nov 2025
Neurality link verified on site (2026-08-14)
Phase 1 checklist2 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 69.5
Threshold 60
✓
GBP audit score · 95.7
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 deployed
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
586 → 472
New patients
-114 · -19.5%
$2,454,471 → $2,443,731
Production
-$10,740 · -0.4%
14 d
Lead → hygiene
GREEN line is 14
88.86%
Hygiene %
NP-99
+43.9%
Organic traffic Δ
audit rollup
95.7
GBP score
threshold 90
69.5
Website score
threshold 60
—
Paid media
no spend on record
64.2%
Call conversion
threshold 45%
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
B1 Add Paid $1K — 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.