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 | 402 | 491 | 50 vs 61 prior | -89 (-18.1%) | PBI new patients. |
| Production | $1,236,804 | $1,443,059 | $154,600 vs $180,382 prior | -$206,255 (-14.3%) | PBI net production. |
| Lead → Hygiene days (current) | 2Aug 2026 | — | 8 YTD median | -3 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 5Aug 2026 | — | 10 YTD median | -3 vs prior month | |
| Organic traffic | — | — | — | +127.0% 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 | 47.2%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) · Olympic Dental at Walnut Creek
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Olympic Dental Walnut Creek
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 · $1,333 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · 408368546
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · Squarespace
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/olympicdentalwalnutcreek/
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @olympicdentalwalnutcreek
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 · 77
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
491 → 402
New patients
-89 · -18.1%
$1,443,059 → $1,236,804
Production
-$206,255 · -14.3%
2 d
Lead → hygiene
GREEN line is 14
83.25%
Hygiene %
NP-99
+127.0%
Organic traffic Δ
audit rollup
90.5
GBP score
threshold 90
77
Website score
threshold 60
$1,333 / mo
Paid media
Silver
47.2%
Call conversion
threshold 45%
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
B2 Scale +$1K — 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.