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 | 163 | 169 | 20 vs 21 prior | -6 (-3.6%) | PBI new patients. |
| Production | $520,257 | $544,896 | $65,032 vs $68,112 prior | -$24,639 (-4.5%) | PBI net production. |
| Lead → Hygiene days (current) | 28Aug 2026 | — | 14 YTD median | +12 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 3Aug 2026 | — | 1.5 YTD median | +2 vs prior month | |
| Organic traffic | — | — | — | +23.6% 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 stack8 of 11 in place · 0 unverified · 1 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 · pixel
GHL round-1 roster · integration: pixel
✓
Google Ads account live · Bronze tier · $199 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · GT-KFG9S36W
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Divi
Internal Hosting · External (access registry 2026-06-29)
✓
GBP ownership
Priority access matrix: GMB Full-control
✓
Facebook ownership · facebook.com/PeachFamilyDental
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist1 of 5 in place · 1 unverified · 1 missing
✗
Website audit score · 52.5
Threshold 60
✓
GBP audit score · 97.2
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
169 → 163
New patients
-6 · -3.6%
$544,896 → $520,257
Production
-$24,639 · -4.5%
28 d
Lead → hygiene
GREEN line is 14
89.91%
Hygiene %
NP-99
+23.6%
Organic traffic Δ
audit rollup
97.2
GBP score
threshold 90
52.5
Website score
threshold 60
$199 / mo
Paid media
Bronze
—
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 1: reactivation, 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.