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 | 2,143 | 2,334 | 268 vs 292 prior | -191 (-8.2%) | PBI new patients. |
| Production | $2,736,401 | $2,631,291 | $342,050 vs $328,911 prior | +$105,110 (+4.0%) | PBI net production. |
| Lead → Hygiene days (current) | 32Aug 2026 | — | 44.2 YTD median | +2 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 9Aug 2026 | — | 8.2 YTD median | +0 vs prior month | |
| Organic traffic | — | — | — | -30.1% 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 stack4 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 · Bronze tier · $67 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · G-EQH496LMM2
Tag found on homepage (scan 2026-05-03)
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · Officite
External Hosting · External (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/valdostadentalassociates/
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✗
Neurality live
Not live
Phase 1 checklist1 of 5 in place · 1 unverified · 1 missing
✓
Website audit score · 66.4
Threshold 60
✗
GBP audit score · 59.7
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
2,334 → 2,143
New patients
-191 · -8.2%
$2,631,291 → $2,736,401
Production
+$105,110 · +4.0%
32 d
Lead → hygiene
GREEN line is 14
97.24%
Hygiene %
NP-99
-30.1%
Organic traffic Δ
audit rollup
59.7
GBP score
threshold 90
66.4
Website score
threshold 60
$67 / mo
Paid media
Bronze
—
Call conversion
unmeasured
Not 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.