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 | 344 | 412 | 43 vs 52 prior | -68 (-16.5%) | PBI new patients. |
| Production | $1,193,724 | $1,072,535 | $149,216 vs $134,067 prior | +$121,189 (+11.3%) | PBI net production. |
| Lead → Hygiene days (current) | — | — | — | — | No PBI lead-day series. |
| Lead → Doctor days (current) | 44Aug 2026 | — | 40 YTD median | +0.5 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 stack5 of 11 in place · 1 unverified · 3 missing
✓
Yext (or similar listing service) · Monterey Coast Periodontics & Implant Dentistry - Carmel
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Monterey Coast Periodontics - Salinas
PeerLogic location list: Analytics LIVE = Yes
✗
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
No GA4/GTM found in homepage source
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Elementor
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/people/Matthew-Wetzel-DDS/100063444709890/
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✗
Neurality live
Not live
Phase 1 checklist1 of 5 in place · 1 unverified · 0 missing
·
Website audit score
Not audited
·
GBP audit score
Not audited
!
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
412 → 344
New patients
-68 · -16.5%
$1,072,535 → $1,193,724
Production
+$121,189 · +11.3%
—
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.