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 | 379 | 249 | 47 vs 31 prior | +130 (+52.2%) | PBI new patients. |
| Production | $2,947,586 | $3,241,657 | $368,448 vs $405,207 prior | -$294,071 (-9.1%) | PBI net production. |
| Lead → Hygiene days (current) | 4Aug 2026 | — | 6 YTD median | +1 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 3.5Aug 2026 | — | 3 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 stack8 of 11 in place · 1 unverified · 1 missing
✓
Yext (or similar listing service) · Peak Family Dental Care
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Peak Family Dental Care Cottonwood
PeerLogic location list: Analytics LIVE = Yes
✗
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 · 316112390
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Elementor
External Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/PeakFamilyDentalCare/
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @peakfamilydentalcare
Access: Full (linked to Facebook)
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist2 of 5 in place · 1 unverified · 0 missing
✓
Website audit score · 74.8
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
Live
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
249 → 379
New patients
+130 · +52.2%
$3,241,657 → $2,947,586
Production
-$294,071 · -9.1%
4 d
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
74.8
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
B1/B2/B3 by paid-media tier (pull MCC) — Tier 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; then B1/B2/B3 by paid-media tier (pull MCC). 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.