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 | 94 | 110 | 12 vs 14 prior | -16 (-14.5%) | PBI new patients. |
| Production | $581,803 | $543,145 | $72,725 vs $67,893 prior | +$38,658 (+7.1%) | PBI net production. |
| Lead → Hygiene days (current) | 8Aug 2026 | — | 8.5 YTD median | -7 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 3.5Aug 2026 | — | 3.8 YTD median | -47.5 vs prior month | |
| Organic traffic | — | — | — | +29.7% 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 stack5 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 · Silver tier · $2,667 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · G-6MNN0L94VL
Tag found on homepage (scan 2026-05-03)
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · Unknown
External Hosting · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/SchrammDentistry/
Access: Full (social audit 2026-06-09)
✗
Instagram ownership · @schrammdentistryofcharlotte
Access: None
✓
Neurality live · since 16 Nov 2025
Active on the Neurality location list
Phase 1 checklist1 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 78.2
Threshold 60
✗
GBP audit score · 68
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 on the PeerLogic list
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
110 → 94
New patients
-16 · -14.5%
$543,145 → $581,803
Production
+$38,658 · +7.1%
8 d
Lead → hygiene
GREEN line is 14
83.26%
Hygiene %
NP-99
+29.7%
Organic traffic Δ
audit rollup
68
GBP score
threshold 90
78.2
Website score
threshold 60
$2,667 / mo
Paid media
Silver
—
Call conversion
unmeasured
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 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; 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.