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 | 158 | 211 | 20 vs 26 prior | -53 (-25.1%) | PBI new patients. |
| Production | $2,134,557 | $1,926,427 | $266,820 vs $240,803 prior | +$208,130 (+10.8%) | PBI net production. |
| Lead → Hygiene days (current) | 20Aug 2026 | — | 11.5 YTD median | +14.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 14Aug 2026 | — | 11.5 YTD median | +0 vs prior month | |
| Organic traffic | — | — | — | +15.2% 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 · 4 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 · Silver tier · $3,135 / mo budget
Dakota's paid-media tier tag (NP-99)
✗
GA4 live
No GA4 tag found in homepage source (scan 2026-05-03)
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · WordPress + Other
Internal Hosting · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✗
Facebook ownership · facebook.com/MonroeandMonroeDentistryinPinehurst
Access: None (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live · since 16 Nov 2025
Neurality link verified on site (2026-08-14)
Phase 1 checklist0 of 5 in place · 1 unverified · 2 missing
✗
Website audit score · 44.1
Threshold 60
✗
GBP audit score · 85.3
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
211 → 158
New patients
-53 · -25.1%
$1,926,427 → $2,134,557
Production
+$208,130 · +10.8%
20 d
Lead → hygiene
GREEN line is 14
91.44%
Hygiene %
NP-99
+15.2%
Organic traffic Δ
audit rollup
85.3
GBP score
threshold 90
44.1
Website score
threshold 60
$3,135 / mo
Paid media
Silver
—
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 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.