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 | 615 | 777 | 77 vs 97 prior | -162 (-20.8%) | PBI new patients. |
| Production | $6,663,033 | $6,595,871 | $832,879 vs $824,484 prior | +$67,162 (+1.0%) | PBI net production. |
| Lead → Hygiene days (current) | 1Aug 2026 | — | 1 YTD median | +0 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 4Aug 2026 | — | 4.8 YTD median | -3 vs prior month | |
| Organic traffic | — | — | — | +2.3% 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 stack0 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
Not on the PeerLogic location list
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✗
Google Ads account live
On the NP-99 file with no paid-media tier — no Google Ads program
·
GA4 live
Not in the GA4 scan
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
·
Website access · WordPress + Elementor
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 · 84.3
Threshold 60
✗
GBP audit score · 73.2
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
777 → 615
New patients
-162 · -20.8%
$6,595,871 → $6,663,033
Production
+$67,162 · +1.0%
1 d
Lead → hygiene
GREEN line is 14
87.66%
Hygiene %
NP-99
+2.3%
Organic traffic Δ
audit rollup
73.2
GBP score
threshold 90
84.3
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
A1 → B1 Add Paid $1K — A1 Foundation Sprint first (close the -F gaps), then Tier 2: diagnose which metric is down — NP down + production up means protect the mix and fix acquisition; then B1 Add Paid $1K. Add the Advanced Care service-line funnel on top.
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.