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 | 817 | 1,009 | 102 vs 126 prior | -192 (-19.0%) | PBI new patients. |
| Production | $1,819,931 | $2,084,486 | $227,491 vs $260,561 prior | -$264,555 (-12.7%) | PBI net production. |
| Lead → Hygiene days (current) | 3Aug 2026 | — | 3 YTD median | -3 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 1Aug 2026 | — | 4.8 YTD median | -5 vs prior month | |
| Organic traffic | — | — | — | -27.7% 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 stack3 of 11 in place · 2 unverified · 3 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 · $905 / 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 + Divi
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Access: Shared (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 · 71.9
Threshold 60
✗
GBP audit score · 87.1
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
1,009 → 817
New patients
-192 · -19.0%
$2,084,486 → $1,819,931
Production
-$264,555 · -12.7%
3 d
Lead → hygiene
GREEN line is 14
91.27%
Hygiene %
NP-99
-27.7%
Organic traffic Δ
audit rollup
87.1
GBP score
threshold 90
71.9
Website score
threshold 60
$905 / 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 1: reactivation, 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.