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 | 290 | 439 | 36 vs 55 prior | -149 (-33.9%) | PBI new patients. |
| Production | $1,173,758 | $1,309,985 | $146,720 vs $163,748 prior | -$136,227 (-10.4%) | PBI net production. |
| Lead → Hygiene days (current) | 14Aug 2026 | — | 12.2 YTD median | +4 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 3Aug 2026 | — | 2 YTD median | +2 vs prior month | |
| Organic traffic | — | — | — | +48.5% 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 | 42.9%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack8 of 11 in place · 1 unverified · 2 missing
✓
Yext (or similar listing service) · Bella Vita Dental Hillcrest
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Bella Vita Dental
PeerLogic location list: Analytics LIVE = Yes
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✓
Google Ads account live · Silver tier · $1,410 / mo budget
Dakota's paid-media tier tag (NP-99)
✗
GA4 live
No GA4 tag found in homepage source (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · Unknown
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/bellavitadentist/
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @bellavitadental
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 · 68.2
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
Live
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
439 → 290
New patients
-149 · -33.9%
$1,309,985 → $1,173,758
Production
-$136,227 · -10.4%
14 d
Lead → hygiene
GREEN line is 14
86.35%
Hygiene %
NP-99
+48.5%
Organic traffic Δ
audit rollup
90.5
GBP score
threshold 90
68.2
Website score
threshold 60
$1,410 / mo
Paid media
Silver
42.9%
Call conversion
threshold 45%
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.