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 | 825 | 822 | 103 vs 103 prior | +3 (+0.4%) | PBI new patients. |
| Production | $1,573,284 | $1,517,660 | $196,660 vs $189,708 prior | +$55,624 (+3.7%) | PBI net production. |
| Lead → Hygiene days (current) | 0Aug 2026 | — | 7 YTD median | -8 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 7Aug 2026 | — | 7 YTD median | +2 vs prior month | |
| Organic traffic | — | — | — | — | Not in the NP-99 audit rollup; GA4 not connected to SGA reporting. |
| 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 stack4 of 11 in place · 2 unverified · 4 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Southern Oak Dental-Conway SGA
PeerLogic location list: Analytics LIVE = No
✓
GHL subaccount + contact form · replace-form
GHL round-1 roster · integration: replace-form
✓
Google Ads account live · Bronze tier · $509 / 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 + Divi
Internal Hosting · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✗
Facebook ownership · facebook.com/southernoakdentalconway
Access: None (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist1 of 5 in place · 1 unverified · 2 missing
✗
Website audit score · 48.7
Threshold 60
✓
GBP audit score · 91.4
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
822 → 825
New patients
+3 · +0.4%
$1,517,660 → $1,573,284
Production
+$55,624 · +3.7%
0 d
Lead → hygiene
GREEN line is 14
88.78%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
91.4
GBP score
threshold 90
48.7
Website score
threshold 60
$509 / 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 3: 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.