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 | 1,871 | 1,791 | 234 vs 224 prior | +80 (+4.5%) | PBI new patients. |
| Production | $13,306,386 | $12,822,186 | $1,663,298 vs $1,602,773 prior | +$484,200 (+3.8%) | PBI net production. |
| Lead → Hygiene days (current) | 5Aug 2026 | — | 3 YTD median | +4 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 28Aug 2026 | — | 24.5 YTD median | -2 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 stack0 of 11 in place · 2 unverified · 4 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 · Unknown
Not on the website access registry
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Not recorded
·
Instagram ownership
Access: N/A
✗
Neurality live
Not live
Phase 1 checklist1 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 62
Threshold 60
✗
GBP audit score · 85.3
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
Not on the PeerLogic list
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
1,791 → 1,871
New patients
+80 · +4.5%
$12,822,186 → $13,306,386
Production
+$484,200 · +3.8%
5 d
Lead → hygiene
GREEN line is 14
68.69%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
85.3
GBP score
threshold 90
62
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
A1 → B1 Add Paid $1K — A1 Foundation Sprint first (close the -F gaps), then Tier 3: B1 Add Paid $1K. 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.