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 | 115 | 120 | 14 vs 15 prior | -5 (-4.2%) | PBI new patients. |
| Production | $865,251 | $816,645 | $108,156 vs $102,081 prior | +$48,606 (+6.0%) | PBI net production. |
| Lead → Hygiene days (current) | 2Aug 2026 | — | 6 YTD median | -8 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 1Aug 2026 | — | 4 YTD median | -1 vs prior month | |
| Organic traffic | — | — | — | +1729.5% 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 | 45.2%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack7 of 11 in place · 1 unverified · 1 missing
✓
Yext (or similar listing service) · Matthew J. Cavendish, DDS, PLLC
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 · Silver tier · $4,002 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · 320617647
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/MatthewCavendishDDS/
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 · 0 missing
✓
Website audit score · 72.6
Threshold 60
✓
GBP audit score · 92.8
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
120 → 115
New patients
-5 · -4.2%
$816,645 → $865,251
Production
+$48,606 · +6.0%
2 d
Lead → hygiene
GREEN line is 14
92.19%
Hygiene %
NP-99
+1729.5%
Organic traffic Δ
audit rollup
92.8
GBP score
threshold 90
72.6
Website score
threshold 60
$4,002 / mo
Paid media
Silver
45.2%
Call conversion
threshold 45%
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
B2 Scale +$1K — 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.