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 | 365 | 382 | 46 vs 48 prior | -17 (-4.5%) | PBI new patients. |
| Production | $1,611,148 | $1,633,332 | $201,394 vs $204,166 prior | -$22,184 (-1.4%) | PBI net production. |
| Lead → Hygiene days (current) | 3Aug 2026 | — | 5 YTD median | -2 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 4Aug 2026 | — | 3 YTD median | -1 vs prior month | |
| Organic traffic | — | — | — | -11.0% 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 stack6 of 11 in place · 1 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 · replace-form
GHL round-1 roster · integration: replace-form
✓
Google Ads account live · Gold tier · $5,517 / mo budget
Dakota's paid-media tier tag (NP-99)
✗
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 + Other
External Hosting · External (access registry 2026-06-29)
✓
GBP ownership
Priority access matrix: GMB Full-control
✓
Facebook ownership · facebook.com/Lakeshore-Dental-Care-129837000424717
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist1 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 77.4
Threshold 60
✗
GBP audit score · 72
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
382 → 365
New patients
-17 · -4.5%
$1,633,332 → $1,611,148
Production
-$22,184 · -1.4%
3 d
Lead → hygiene
GREEN line is 14
95.42%
Hygiene %
NP-99
-11.0%
Organic traffic Δ
audit rollup
72
GBP score
threshold 90
77.4
Website score
threshold 60
$5,517 / mo
Paid media
Gold
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B3 Cadence Lock — A1 Foundation Sprint first (close the -F gaps), then Tier 1: reactivation, then B3 Cadence Lock.
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.