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 | 416 | 523 | 52 vs 65 prior | -107 (-20.5%) | PBI new patients. |
| Production | $1,273,475 | $1,615,027 | $159,184 vs $201,878 prior | -$341,552 (-21.1%) | PBI net production. |
| Lead → Hygiene days (current) | 34Aug 2026 | — | 7.8 YTD median | +26.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 6Aug 2026 | — | 6.2 YTD median | -1 vs prior month | |
| Organic traffic | — | — | — | +37.5% 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 | —last 30 days | — | — | — | Unmeasured. |
Foundational reporting checklist · tech stack3 of 11 in place · 2 unverified · 6 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Rome Dental Partners
PeerLogic location list: Analytics LIVE = No
✗
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
No GA4/GTM found in homepage source
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · WordPress + Other
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/Richard-L-Muller-Jr-DDS-PC-529666447178609
Access: Full (social audit 2026-06-09)
✗
Instagram ownership
Access: None
✓
Neurality live · since 12 Dec 2025
Neurality link verified on site (2026-08-14)
Phase 1 checklist1 of 5 in place · 1 unverified · 2 missing
✓
Website audit score · 64.8
Threshold 60
✗
GBP audit score · 57.6
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
Not deployed
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
523 → 416
New patients
-107 · -20.5%
$1,615,027 → $1,273,475
Production
-$341,552 · -21.1%
34 d
Lead → hygiene
GREEN line is 14
93.98%
Hygiene %
NP-99
+37.5%
Organic traffic Δ
audit rollup
57.6
GBP score
threshold 90
64.8
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
A1 → B1 Add Paid $1K — A1 Foundation Sprint first (close the -F gaps), then Tier 1: reactivation, 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.