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 | 379 | 443 | 47 vs 55 prior | -64 (-14.4%) | PBI new patients. |
| Production | $1,111,513 | $1,083,615 | $138,939 vs $135,452 prior | +$27,898 (+2.6%) | PBI net production. |
| Lead → Hygiene days (current) | 1Aug 2026 | — | 7.5 YTD median | -45 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 2Aug 2026 | — | 3 YTD median | -1 vs prior month | |
| Organic traffic | — | — | — | +377.0% 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 | —last 30 days | — | — | — | Unmeasured. |
Foundational reporting checklist · tech stack3 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 · Bronze tier · $493 / mo budget
Dakota's paid-media tier tag (NP-99)
✗
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 · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Access: N/A (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live
Active on the Neurality location list
Phase 1 checklist0 of 5 in place · 1 unverified · 2 missing
✗
Website audit score · 59.1
Threshold 60
✗
GBP audit score · 67.1
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
443 → 379
New patients
-64 · -14.4%
$1,083,615 → $1,111,513
Production
+$27,898 · +2.6%
1 d
Lead → hygiene
GREEN line is 14
88.9%
Hygiene %
NP-99
+377.0%
Organic traffic Δ
audit rollup
67.1
GBP score
threshold 90
59.1
Website score
threshold 60
$493 / mo
Paid media
Bronze
—
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.