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 | 626 | 670 | 78 vs 84 prior | -44 (-6.6%) | PBI new patients. |
| Production | $1,478,924 | $1,373,273 | $184,866 vs $171,659 prior | +$105,651 (+7.7%) | PBI net production. |
| Lead → Hygiene days (current) | 1May 2026 | — | 1 YTD median | +1 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 11.5Aug 2026 | — | 9 YTD median | +0.5 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 stack4 of 11 in place · 1 unverified · 5 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Parkway Periodontics-SGA
PeerLogic location list: Analytics LIVE = No
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✗
Google Ads account live
Priority access: None
✓
GA4 live · GT-TXH3MHV2
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 · WordPress + Divi
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
✓
GBP ownership
Priority access matrix: GMB Full-control
✓
Facebook ownership · facebook.com/profile.php?id=61557447376798
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✗
Neurality live
Not live
Phase 1 checklist0 of 5 in place · 1 unverified · 2 missing
✗
Website audit score · 52.5
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 deployed
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
670 → 626
New patients
-44 · -6.6%
$1,373,273 → $1,478,924
Production
+$105,651 · +7.7%
1 d
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
52.5
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Not live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
L1 RGE Cycle — The lever is GP referrals, not consumer new patients. PRD + Jayme run the engine; Ops owns acceptance and provider capacity.
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.