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 | 456 | 433 | 57 vs 54 prior | +23 (+5.3%) | PBI new patients. |
| Production | $1,415,052 | $1,471,355 | $176,882 vs $183,919 prior | -$56,303 (-3.8%) | PBI net production. |
| Lead → Hygiene days (current) | 16Aug 2026 | — | 9.5 YTD median | -4.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 1Aug 2026 | — | 3.5 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 stack2 of 11 in place · 2 unverified · 2 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 · Bronze tier · $41 / mo budget
Dakota's paid-media tier tag (NP-99)
·
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 checklist1 of 5 in place · 0 unverified · 1 missing
✗
Website audit score · 55
Threshold 60
✓
GBP audit score · 90
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
433 → 456
New patients
+23 · +5.3%
$1,471,355 → $1,415,052
Production
-$56,303 · -3.8%
16 d
Lead → hygiene
GREEN line is 14
96.16%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
90
GBP score
threshold 90
55
Website score
threshold 60
$41 / mo
Paid media
Bronze
—
Call conversion
unmeasured
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 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; then 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.