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 | 67 | 85 | 8 vs 11 prior | -18 (-21.2%) | PBI new patients. |
| Production | $215,720 | $249,740 | $26,965 vs $31,218 prior | -$34,020 (-13.6%) | PBI net production. |
| Lead → Hygiene days (current) | — | — | — | — | No PBI lead-day series. |
| Lead → Doctor days (current) | 11Aug 2026 | — | 17.2 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 stack7 of 11 in place · 1 unverified · 2 missing
✓
Yext (or similar listing service) · Stoner Periodontic & Implant Specialists - New Albany
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · SPS New Albany
PeerLogic location list: Analytics LIVE = Yes
✗
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 · G-8806W6HL7Z
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Other
External Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/StonerPerio
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @stonerperiodonticspecialists
Access: Full (linked to Facebook)
✗
Neurality live
Not live
Phase 1 checklist2 of 5 in place · 1 unverified · 0 missing
✓
Website audit score · 70.5
Threshold 60
·
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
Live
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
85 → 67
New patients
-18 · -21.2%
$249,740 → $215,720
Production
-$34,020 · -13.6%
—
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
70.5
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Not live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
L1 RGE Cycle — SPG4 — referrals, NP and production all down with a PRD in seat: start with a Referral Lab pipeline audit before any outreach. The lever is GP referrals, not consumer new patients. PRD + Jayme run the engine; Ops owns acceptance and provider capacity.
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.