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 | 206 | 233 | 26 vs 29 prior | -27 (-11.6%) | PBI new patients. |
| Production | $911,947 | $860,781 | $113,993 vs $107,598 prior | +$51,166 (+5.9%) | PBI net production. |
| Lead → Hygiene days (current) | 9Aug 2026 | — | 11 YTD median | +3 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 1Aug 2026 | — | 1.8 YTD median | +0 vs prior month | |
| Organic traffic | — | — | — | -26.1% 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 | 48.4%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack8 of 11 in place · 2 unverified · 0 missing
✓
Yext (or similar listing service) · Clay Center Family Dental Care
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Clay Center Family Dental Care
PeerLogic location list: Analytics LIVE = Yes
!
GHL subaccount + contact form
GHL round-1 roster · form not wired
✓
Google Ads account live · Bronze tier · $698 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · 350489487
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Other
External Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/claycenterfamilydental
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist2 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 75.4
Threshold 60
✗
GBP audit score · 87.4
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
233 → 206
New patients
-27 · -11.6%
$860,781 → $911,947
Production
+$51,166 · +5.9%
9 d
Lead → hygiene
GREEN line is 14
91.12%
Hygiene %
NP-99
-26.1%
Organic traffic Δ
audit rollup
87.4
GBP score
threshold 90
75.4
Website score
threshold 60
$698 / mo
Paid media
Bronze
48.4%
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 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.