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 | — | — | — | — | PBI new patients. |
| Production | — | — | — | — | PBI net production. |
| Lead → Hygiene days (current) | — | — | — | — | No PBI lead-day series. |
| Lead → Doctor days (current) | — | — | — | — | |
| 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 stack5 of 11 in place · 0 unverified · 6 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Van Scoyoc Perio-Sanford
PeerLogic location list: Analytics LIVE = No
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✗
Google Ads account live
Priority access: None
✗
GA4 live
No GA4/GTM found in homepage source
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Divi
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
✓
GBP ownership
Priority access matrix: GMB Full-control
✓
Facebook ownership · facebook.com/PerioNC/
Access: Full (social audit 2026-06-09)
✗
Instagram ownership · @perionc
Access: None
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist0 of 5 in place · 1 unverified · 2 missing
✗
Website audit score · 55.2
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
Not deployed
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
—
New patients
no YoY
—
Production
no YoY
—
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
55.2
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
L1 RGE Cycle — 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.