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 | 688 | 739 | 86 vs 92 prior | -51 (-6.9%) | PBI new patients. |
| Production | $1,692,828 | $1,556,551 | $211,604 vs $194,569 prior | +$136,277 (+8.8%) | PBI net production. |
| Lead → Hygiene days (current) | 8Aug 2026 | — | 7 YTD median | +4 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 1Aug 2026 | — | 1 YTD median | +0 vs prior month | |
| Organic traffic | — | — | — | +87.5% 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 | 51.9%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack9 of 11 in place · 1 unverified · 1 missing
✓
Yext (or similar listing service) · Pony Express Dental & Orthodontics of Saratoga Springs
In the SGA Yext account (101 entities, 2026-09-28)
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PeerLogic analytics · Saratoga Springs - Pony Express
PeerLogic location list: Analytics LIVE = Yes
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✓
Google Ads account live · Gold tier · $5,815 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · 273155733
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Elementor
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/ponyexpressdentalsaratogasprings
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @ponyexpressdentalss
Access: Full (linked to Facebook)
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist3 of 5 in place · 1 unverified · 0 missing
✓
Website audit score · 69
Threshold 60
✓
GBP audit score · 92.6
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
Live
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
739 → 688
New patients
-51 · -6.9%
$1,556,551 → $1,692,828
Production
+$136,277 · +8.8%
8 d
Lead → hygiene
GREEN line is 14
67.88%
Hygiene %
NP-99
+87.5%
Organic traffic Δ
audit rollup
92.6
GBP score
threshold 90
69
Website score
threshold 60
$5,815 / mo
Paid media
Gold
51.9%
Call conversion
threshold 45%
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
B3 Cadence Lock — Tier 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; then B3 Cadence Lock. Add the Advanced Care service-line funnel on top.
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.