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 | 421 | 406 | 53 vs 51 prior | +15 (+3.7%) | PBI new patients. |
| Production | $945,092 | $802,462 | $118,136 vs $100,308 prior | +$142,630 (+17.8%) | PBI net production. |
| Lead → Hygiene days (current) | — | — | — | — | No PBI lead-day series. |
| Lead → Doctor days (current) | 6Aug 2026 | — | 7.2 YTD median | -8 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 stack2 of 11 in place · 2 unverified · 5 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
Not on the NP-99 file; no paid-media record
✓
GA4 live · G-WGTYFMWWW8
Tag found on homepage (scan 2026-05-03)
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · Dobson Digital
Internal Hosting · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✗
Facebook ownership · facebook.com/mossyoakoralsurgery/
Access: None (social audit 2026-06-09)
✗
Instagram ownership · @mossyoakoralandmaxillofacial
Access: None
✗
Neurality live
Not live
Phase 1 checklist0 of 5 in place · 1 unverified · 1 missing
✗
Website audit score · 55
Threshold 60
·
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
Not on the PeerLogic list
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
406 → 421
New patients
+15 · +3.7%
$802,462 → $945,092
Production
+$142,630 · +17.8%
—
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
55
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Not live
Neurality
chat + scheduler
not on PRD roster — confirm with Jayme
The play from the code, per the GM Playbook
C1 Hold · Reroute · Pre-position — Ops holds this practice — no Practice Referral Director in seat. Marketing freezes paid escalation, reroutes budget to the nearest GREEN sister practice, runs reactivation only, and watches the hiring pipeline. Flips GREEN after 60 days at ≤ 14 days (or a PRD start).
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.