Cohort Analysis · For Myles · v3 · interactive date windows

SGA vs Planet DDS Industry Cohort

SGA network benchmarked against 5,200 Denticon practices · pick any two periods to compare · monthly grain from validated PBI ops dataset · data through Apr 2026
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practices in view
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current-period production
Apr 2026
data through

Compare two periods · pick your windows

Period A CY25 vs CY24
Period B YTD-2026 vs YTD-2025

YoY distribution — Period A

SGA buckets vs PDDS 3,294-practice benchmark (Planet DDS 2026 Outlook, p18)

Aggregate YoY — Period A

Three methodology variants per PDDS. Simple = avg of practice rates; Trimmed = drops top/bottom 10%; Weighted = network total.

NP up but revenue down — diagnostic

For each practice in view: change in NPs/mo vs change in $/mo between the two windows. Bottom-right (NP up, $ down) = the divergence Myles flagged.
NP up, $ down (divergence) Both up Mixed Both down

NP per practice per month — distribution (current period)

PDDS benchmark = 46/mo (2025 industry). SGA buckets shown alongside.

Low-NP segments (Myles ask: 0–19 and 20–39 ops plan candidates)

Practices in the 0–19 and 20–39 NPs/month buckets, current period. Ops then marketing.
PracticeLegacyRODNP/mo$ /moA YoYB YoY

Monthly production volatility — full cohort (current period)

Within-practice CV = stdev of monthly production ÷ mean. Red zone = CV >15% — Myles's threshold. Lower = more predictable.

Most volatile (CV >15%) — intervention list

Sorted by CV, descending. These are the practices to discuss.
PracticeLegacyRODCV$ /mo

Most consistent — what are they doing differently?

Lowest CV. Candidates to study for transfer-of-practice.
PracticeLegacyRODCV$ /mo

By legacy company — Period A

CohortNTotal $Avg YoYMedian YoY% PosCross-CVNP/mo

By ROD — Period A

Excludes single-practice regions and Corp/Closed.
RODNTotal $Avg YoY% PosCross-CVAvg Monthly CV# >15% CV

Hygiene reappointment — color-coded per Myles's bands

TTM Apr 2025 – Apr 2026 from Dental Intel HygMaster. Red <80% = engage. Amber 80–90% = discuss. Green ≥90% = healthy. (Methodology caveat: DI broad denominator overstates true rate; treat directional only.)
PracticeLegacyRODReappt %Band

60-Day Triage List — auto-derived

Practices flagged on multiple intervention signals. Score = sum of: negative YoY in Period A (+2), negative YoY in Period B (+2), deteriorated A→B by >5 pts (+2), monthly CV >15% (+1), NP up but $ down (+1), hygiene reappt <80% (+1). Sorted by score then $ scale.
#
Practice
Signals
A YoY
B YoY
Monthly CV
CY Production

All practices — full cohort ranking

PracticeLegacyRODCurrent $A YoYB YoYNP/moMonthly CVHyg %

How the math works (plain English)

YoY (year-over-year) per practice = (Current-window production − Prior-window production) ÷ Prior-window production. Computed live for every practice every time you change the date pickers.

Period A vs Period B trend = the same YoY computed twice, on two different windows. If Period B's YoY is lower than Period A's, the practice is decelerating; that's what Myles wants to surface.

Inclusion rule — a practice is only counted in a window's YoY if it has at least 6 active months in both the current and prior ranges of that window. Drops de novos, closed sites, and mid-year acquisitions that would distort the math.

Cross-practice CV (Coefficient of Variation, also called dispersion) = stdev of YoY across practices ÷ avg YoY across practices. Lower = practices behave alike; higher = a few practices carry (or sink) the network. Planet DDS argues low cross-CV is the signature of operational maturity.

Within-practice monthly CV = stdev of a practice's monthly production ÷ its mean, within the current period of Period A. The ">15%" threshold Myles asked about uses this metric.

NP-vs-revenue divergence = a practice's Δ NPs/mo (current minus prior) compared to its Δ $/mo across the same windows. NP up + $ down = the operational gap Myles flagged.

60-day triage score = an additive score over five signals (negative YoY twice, deterioration, high CV, NP/$ divergence, low hygiene). Higher score = more reasons to call this practice.

Source — production, new patients, and visits come live from the validated SGA Power BI ops dataset ([Net Production], [New Patients], [Visits]). Medicaid flag from [Practices].[Medicaid]. Hygiene reappt from Dental Intel HygMaster (broad denominator). Planet DDS benchmarks from Dental Industry Outlook 2026, pp. 15–18.