SGA Growth — Marketing Performance Audit

Q1 2025 vs Q1 2026 · 15 practices (12 full + 3 shallow) · Generated 2026-04-21

Portfolio production softened from $8,900,941 → $8,665,970 (-2.6% YoY) across the 12 covered practices. New patient volume moved from 1,632 → 1,634 (+2). The unscheduled active patient book holds $13,816,731 in reactivation opportunity across the portfolio — the single largest untapped dollar lever visible in this dataset. This rollup is for ROD / executive review; each practice has its own isolated report URL (noindex) for front-line team review.

Portfolio Summary

Total Production

$8,665,970

▼ $-234,972 (-2.6%)

Total New Patients

1,634

▲ +2 (+0.1%)

Case $ Accepted

$4,079,911

Q1 2026 only

Unscheduled Opportunity

$13,816,731

Reactivation potential

Portfolio Waterfall (12 practices, Q1 2025 → Q1 2026)

Driver	Portfolio Impact	Note
New Patient Volume	$-121,835	Sum across all 12 covered practices
Case Acceptance	$-224,722	Sum across all 12 covered practices
Same-Day Treatment	+$78,990	Sum across all 12 covered practices
Appointment Leakage	+$234,913	Sum across all 12 covered practices
Schedule Utilization	$-602,067	Sum across all 12 covered practices
Other / Unattributed	+$399,748	Sum across all 12 covered practices
Net Change	$-234,972	Portfolio total

Location Comparison

Ranked by production change (weakest at top — highest collaboration priority).

Practice	Prod Gross	YoY Δ	NPs	NP Δ	Case $ %	Leakage	VPWD	Confirm %	Miss Ref	Google ★	Reviews	Scorecard
Pryor Family Dentistry	$596,896	-24.2%	116	5	27.9%	3.0%	29.91	53.5%	98%	4.9	823	10/19
Benner & Townsend Dentistry	$663,691	-9.4%	245	139	46.2%	2.1%	39.07	54.7%	100%	5.0	522	11/19
LAWRENCE L RESSLER DMD PA NKA Ressler De	$477,981	-9.2%	87	18	33.0%	12.3%	16.43	0.0%	0%	4.7	124	5/19
Lakeshore Dental Care	$646,365	-8.3%	130	-13	38.3%	14.5%	26.55	36.1%	43%	4.9	547	8/19
Southern Oak Dental - Conway	$615,053	-7.1%	158	-66	37.4%	12.7%	37.84	43.1%	97%	4.7	593	8/19
Oakwood Smiles	$849,127	-6.3%	97	-40	47.1%	22.3%	28.03	26.0%	32%	5.0	1,350	8/19
Riverside Dental: Michael D. Spencer DDS	$2,209,940	-1.2%	224	-90	19.1%	2.4%	37.00	0.0%	14%	4.9	813	7/19
Smile Center of Orlando	$540,320	-0.5%	81	-18	44.3%	11.2%	31.77	57.1%	89%	4.8	407	8/19
SGA - DPSW - Eric T. Moskowitz, DDS, PA	$470,109	+0.6%	66	28	37.8%	5.6%	22.32	0.0%	26%	4.9	436	10/19
Dr. Jeffrey Dent & Dr. Brian Mears (Park	$530,970	+6.8%	195	-50	56.0%	8.9%	22.79	57.0%	3%	—	—	5/19
SGA - GDG - Smile Gulf Coast	$404,153	+13.5%	20	3	41.9%	5.0%	11.63	0.0%	60%	4.9	62	8/19
Alpharetta Periodontics & Dental Implant	$661,365	+37.9%	215	86	53.6%	8.2%	20.07	0.0%	16%	—	—	6/19

Headline Callouts

Top 3 Momentum:

Alpharetta Periodontics & Dental Implants — $661,365 (37.9%)
SGA - GDG - Smile Gulf Coast — $404,153 (13.5%)
Dr. Jeffrey Dent & Dr. Brian Mears (Parkway Periodontics) — $530,970 (6.8%)

Top 3 Soft Spots:

Pryor Family Dentistry — $596,896 (-24.2%)
Benner & Townsend Dentistry — $663,691 (-9.4%)
LAWRENCE L RESSLER DMD PA NKA Ressler Dental — $477,981 (-9.2%)

Coverage Gaps

The following 3 practices are missing Dental Intel benchmark data and received shallow audits only:

AA Oral & Facial Surgery — shallow audit only (missing Dental Intel benchmarks)
Lake Mary Dentistry — shallow audit only (missing Dental Intel benchmarks)
Sandhills Dental Rehab — shallow audit only (missing Dental Intel benchmarks)

To produce full reports for these practices, request Q1 2025 + Q1 2026 DI exports and re-run.

Cross-Portfolio Action Themes

Reactivation is the single biggest lever. $13,816,731 sits in unscheduled active patients across 12 practices. Pull the 6+ month overdue list from DI Analytics (not Engagement) and assign manual call queues per practice. Owner: Marketing + each Office Manager • Impact: 10% recovery = $1,381,673
PeerLogic coverage gap. 5 of 12 full practices (Benner, Moskowitz, Ressler, Riverside, Oakwood, Lakeshore, Smile Center) are not on PeerLogic — we cannot diagnose their call funnel. Onboard universally. Owner: ROD + IT • Impact: Unblocks call-conversion analysis portfolio-wide
Referral source attribution is inconsistent. Several practices have >20% missing referral source, blocking marketing ROI attribution. Mandate front-desk entry + daily audit. Owner: Each Office Manager • Impact: Enables future paid-media spend decisions
Appointment confirmation discipline varies widely. Leakage (cancel + no-show) ranges from low single digits to double-digits across the portfolio. Standardize 48-hour Engagement TouchPoint + manual phone backup + Park Column. Owner: Operations • Impact: Protects scheduled production
Spend recommendations should follow the funnel fix. Per priority-list framing, marketing spend is only justified after phone, conversion, and scheduling problems are addressed. Oakwood is the most likely candidate for spend increase; Pryor now has runway for both DTC implant and GP growth. Owner: Finance + Growth Lead • Impact: Sequenced investment

AI Analysis Disclaimer: This report was generated by an AI system combining Dental Intel Q1 2025 and Q1 2026 benchmark exports, PeerLogic Q1 2026 call data, and a priority-12 Google Business Profile scan. AI systems in dentistry are estimated at ~40% raw accuracy for clinical interpretation — every finding should be validated by the Market Manager, ROD, and Doctor before action is taken. Source CSVs are the ground truth; interpretations and recommended actions are directional.