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 | 629 | 654 | 79 vs 82 prior | -25 (-3.8%) | PBI new patients. |
| Production | $2,854,937 | $2,537,578 | $356,867 vs $317,197 prior | +$317,359 (+12.5%) | PBI net production. |
| Lead → Hygiene days (current) | 5Aug 2026 | — | 6 YTD median | -2 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 7Aug 2026 | — | 6 YTD median | +1 vs prior month | |
| Organic traffic | — | — | — | +15.7% 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 stack1 of 11 in place · 2 unverified · 3 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
Not in the GHL round-1 roster (25 practices)
✗
Google Ads account live
On the NP-99 file with no paid-media tier — no Google Ads program
·
GA4 live
Not in the GA4 scan
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
·
Website access
Not on the website access registry
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Not recorded
·
Instagram ownership
Not recorded
✓
Neurality live
Active on the Neurality location list
Phase 1 checklist0 of 5 in place · 0 unverified · 2 missing
✗
Website audit score · 12.5
Threshold 60
✗
GBP audit score · 67.4
Threshold 90
·
Social audit score
Not audited
·
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
654 → 629
New patients
-25 · -3.8%
$2,537,578 → $2,854,937
Production
+$317,359 · +12.5%
5 d
Lead → hygiene
GREEN line is 14
90.19%
Hygiene %
NP-99
+15.7%
Organic traffic Δ
audit rollup
67.4
GBP score
threshold 90
12.5
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
A1 → B1 Add Paid $1K — A1 Foundation Sprint first (close the -F gaps), then Tier 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; then B1 Add Paid $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.