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 | 216 | 223 | 27 vs 28 prior | -7 (-3.1%) | PBI new patients. |
| Production | $898,552 | $798,810 | $112,319 vs $99,851 prior | +$99,742 (+12.5%) | PBI net production. |
| Lead → Hygiene days (current) | 14Aug 2026 | — | 7 YTD median | -4 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 2Aug 2026 | — | 2.2 YTD median | +0 vs prior month | |
| 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 stack2 of 11 in place · 2 unverified · 2 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 · $41 / 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
Not on the website access registry
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
·
Facebook ownership
Not recorded
·
Instagram ownership
Not recorded
✓
Neurality live
Neurality link verified on site (2026-08-14)
Phase 1 checklist0 of 5 in place · 0 unverified · 2 missing
✗
Website audit score · 55.5
Threshold 60
✗
GBP audit score · 65.5
Threshold 90
·
Social audit score
Not audited
·
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
223 → 216
New patients
-7 · -3.1%
$798,810 → $898,552
Production
+$99,742 · +12.5%
14 d
Lead → hygiene
GREEN line is 14
94.71%
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
65.5
GBP score
threshold 90
55.5
Website score
threshold 60
$41 / mo
Paid media
Bronze
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B2 Scale +$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 B2 Scale +$1K.
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.