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 | 324 | 340 | 40 vs 42 prior | -16 (-4.7%) | PBI new patients. |
| Production | $671,463 | $680,968 | $83,933 vs $85,121 prior | -$9,505 (-1.4%) | PBI net production. |
| Lead → Hygiene days (current) | 62Aug 2026 | — | 60 YTD median | +0 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 61Aug 2026 | — | 56.5 YTD median | -2 vs prior month | |
| Organic traffic | — | — | — | +102.1% 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 | 30.8%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack9 of 11 in place · 1 unverified · 1 missing
✓
Yext (or similar listing service) · Portage Northern Dental
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · Portage Northern Dental
PeerLogic location list: Analytics LIVE = Yes
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✓
Google Ads account live · Bronze tier · $414 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · G-SFRS3WSBZB
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Other
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/portagenortherndental/
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @peakfamilydentalcare
Access: Full (linked to Facebook)
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist2 of 5 in place · 1 unverified · 1 missing
✗
Website audit score · 59.7
Threshold 60
✓
GBP audit score · 92.8
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
Live
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
340 → 324
New patients
-16 · -4.7%
$680,968 → $671,463
Production
-$9,505 · -1.4%
62 d
Lead → hygiene
GREEN line is 14
91.71%
Hygiene %
NP-99
+102.1%
Organic traffic Δ
audit rollup
92.8
GBP score
threshold 90
59.7
Website score
threshold 60
$414 / mo
Paid media
Bronze
30.8%
Call conversion
threshold 45%
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
C1 Hold · Reroute · Pre-position — Ops holds this practice — Lead→Hygiene is over 14 days. Marketing freezes paid escalation, reroutes budget to the nearest GREEN sister practice, runs reactivation only, and watches the hiring pipeline. Flips GREEN after 60 days at ≤ 14 days (or a PRD start).
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.