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 | 444 | 356 | 56 vs 44 prior | +88 (+24.7%) | PBI new patients. |
| Production | $2,763,098 | $2,261,261 | $345,387 vs $282,658 prior | +$501,837 (+22.2%) | PBI net production. |
| Lead → Hygiene days (current) | 0Aug 2026 | — | 49 YTD median | -56.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 13Aug 2026 | — | 10 YTD median | +5 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 · Low Country Hilton Head
PeerLogic location list: Analytics LIVE = No
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
·
Google Ads account live
Not on the NP-99 file; no paid-media record
·
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
Not live
Phase 1 checklist0 of 5 in place · 0 unverified · 1 missing
·
Website audit score
Not audited
·
GBP audit score
Not audited
·
Social audit score
Not audited
·
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
356 → 444
New patients
+88 · +24.7%
$2,261,261 → $2,763,098
Production
+$501,837 · +22.2%
0 d
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
—
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
L1 RGE Cycle — The lever is GP referrals, not consumer new patients. PRD + Jayme run the engine; Ops owns acceptance and provider capacity.
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.