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 | 708 | 573 | 88 vs 72 prior | +135 (+23.6%) | PBI new patients. |
| Production | $958,628 | $650,108 | $119,828 vs $81,264 prior | +$308,520 (+47.5%) | PBI net production. |
| Lead → Hygiene days (current) | 15.5Aug 2026 | — | 9 YTD median | -3.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 8Aug 2026 | — | 6.8 YTD median | -3.5 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 stack5 of 11 in place · 1 unverified · 3 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Southern Oak Dental - Greenville
PeerLogic location list: Analytics LIVE = No
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
·
Google Ads account live
Not on the NP-99 file; no paid-media record
✓
GA4 live · GT-M638X9C2
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · Dobson Digital
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/SouthernOakDentalGreenville
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist0 of 5 in place · 1 unverified · 1 missing
·
Website audit score
Not audited
·
GBP audit score
Not audited
!
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
573 → 708
New patients
+135 · +23.6%
$650,108 → $958,628
Production
+$308,520 · +47.5%
15.5 d
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
—
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
B1/B2/B3 by paid-media tier (pull MCC) — Tier 3: B1/B2/B3 by paid-media tier (pull MCC).
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.