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 | 330 | 356 | 41 vs 44 prior | -26 (-7.3%) | PBI new patients. |
| Production | $3,178,879 | $3,181,174 | $397,360 vs $397,647 prior | -$2,295 (-0.1%) | PBI net production. |
| Lead → Hygiene days (current) | 120Aug 2026 | — | 7.5 YTD median | +112 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 8Aug 2026 | — | 7.5 YTD median | +1 vs prior month | |
| Organic traffic | — | — | — | -25.1% 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 | —last 30 days | — | — | — | Unmeasured. |
Foundational reporting checklist · tech stack1 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 · Platinum tier · $288,740 / mo budget
Dakota's paid-media tier tag (NP-99)
·
GA4 live
Not in the GA4 scan
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
·
Website access · Unknown
Not on the website access registry
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Not recorded
·
Instagram ownership
Access: N/A
✗
Neurality live
Not live
Phase 1 checklist1 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 60
Threshold 60
✗
GBP audit score · 72.2
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
356 → 330
New patients
-26 · -7.3%
$3,181,174 → $3,178,879
Production
-$2,295 · -0.1%
120 d
Lead → hygiene
GREEN line is 14
85.05%
Hygiene %
NP-99
-25.1%
Organic traffic Δ
audit rollup
72.2
GBP score
threshold 90
60
Website score
threshold 60
$288,740 / mo
Paid media
Platinum
—
Call conversion
unmeasured
Not live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B3 Cadence Lock — A1 Foundation Sprint first (close the -F gaps), then Tier 1: reactivation, then B3 Cadence Lock.
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.