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 | 275 | 325 | 34 vs 41 prior | -50 (-15.4%) | PBI new patients. |
| Production | $2,376,786 | $2,338,306 | $297,098 vs $292,288 prior | +$38,480 (+1.6%) | PBI net production. |
| Lead → Hygiene days (current) | 14.5Aug 2026 | — | 9.5 YTD median | -12 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 6Aug 2026 | — | 5.5 YTD median | +1 vs prior month | |
| Organic traffic | — | — | — | +71.3% 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 stack4 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 · Oakwood Smiles-SGA
PeerLogic location list: Analytics LIVE = No
!
GHL subaccount + contact form
GHL round-1 roster · form not wired
✗
Google Ads account live
On the NP-99 file with no paid-media tier — no Google Ads program
✗
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 · Duda
External Hosting · External (access registry 2026-06-29)
✓
GBP ownership
Priority access matrix: GMB Full-control
✓
Facebook ownership · facebook.com/OakwoodSmiles
Access: Full (social audit 2026-06-09)
✗
Instagram ownership · @oakwoodsmiles
Access: None (linked to Facebook)
✓
Neurality live · since 21 Dec 2025
Active on the Neurality location list
Phase 1 checklist2 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 76.2
Threshold 60
✓
GBP audit score · 90.5
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 deployed
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
325 → 275
New patients
-50 · -15.4%
$2,338,306 → $2,376,786
Production
+$38,480 · +1.6%
14.5 d
Lead → hygiene
GREEN line is 14
93.19%
Hygiene %
NP-99
+71.3%
Organic traffic Δ
audit rollup
90.5
GBP score
threshold 90
76.2
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B1 Add Paid $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 B1 Add Paid $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.