Cohort Analysis · For Myles · v2 · PBI-validated DAX · Source: Planet DDS 2026 Industry Outlook

SGA vs Planet DDS Industry Cohort

SGA network benchmarked against 5,200 Denticon practices · production pulled live from the validated SGA Power BI ops dataset · CY 2025 · Apr 2025 – Mar 2026 TTM
224
comparable practices
$601.0M
CY25 production
Mar 2026
data through
!

YoY Production Growth Distribution

SGA practice growth bucketed against PDDS 3,294-practice benchmark (Planet DDS 2026 Outlook, p18)

Aggregate YoY: SGA vs PDDS

Three methodology variants per PDDS report. Simple = average of practice rates, Trimmed = drops top/bottom 10%, Weighted = network-wide total.

Quarterly YoY 2025 vs 2024

Where SGA gained/lost momentum. PDDS Q4 was 7.7% — SGA Q4 dropped to 2.6%.

Growth by Legacy Company

Gen4 and Modis already beating PDDS simple-avg benchmark (6.6%). SGA East drags the network.

New Patients per Practice per Month — SGA Distribution

PDDS benchmark: 46 NPs/month (2025 industry average across 5,200 practices). SGA average is 58.9.

Top 15 NP Engines

Practices driving the network NP advantage

NP Volume Cohort Position

% of SGA practices in each NP-volume bucket vs PDDS distribution (PDDS p17). PDDS bins are visits/month not NP/month — distribution shape comparison only.

Coefficient of Variation across Practices

Lower = more uniform performance across the network (Planet DDS calls this "operational discipline / signal of maturity"). CV = stdev / mean.

Within-Practice Production Volatility

Monthly production CV per practice (CY25). Lower = more predictable month-to-month performance.

Most Consistent Practices

Lowest monthly production CV — operational benchmarks

Least Consistent Practices

Highest volatility — intervention candidates

Consistency vs Growth — by Regional Ops Director

X = average practice growth (higher is better). Y = cross-practice CV within the region (lower is better — the region's practices behave alike). Bubble size = CY25 production. Top-left quadrant = high, even growth = the model to replicate. Bottom-right = uneven and flat = intervention zone.

Most Consistent Regions

Lowest cross-practice growth CV — practices move together

Least Consistent Regions

Highest spread — a few practices carry (or sink) the region

ROD Scorecard

Click any row to see that region's practices in the table. Excludes Corp/Closed and single-practice regions. CV = stdev ÷ mean of practice growth rates; "Monthly CV" = average within-practice month-to-month volatility.
Regional Ops Director Practices CY25 Prod Avg Growth Growth CV % Positive Monthly CV 5y CAGR

Multi-Year CAGR Distribution

3-year (CY22→CY25) and 5-year (CY21→CY25) production CAGR per practice. PDDS does not publish a multi-year CAGR — this is the longer-arc view Myles asked for.

Top 10 Growth Velocity (CY25 YoY)

Practices outperforming the >10% PDDS bucket

Growth Velocity vs Scale (CY25 production × YoY%)

Bubble = TTM production. Look for high-scale practices in the negative quadrant — biggest leverage targets.

Hygiene Reappointment Rate — SGA vs PDDS

SGA reappt rate sourced from Dental Intel (broad denominator). PDDS calculates 12-month reappt rate (63%, 2024 industry 60%).
Methodology caveat (Brittney / Incline 5-6-26): Dental Intel's hygiene reappt calc uses a broad denominator that includes all completed hygiene visits, producing 80–95% across SGA. SGA's internal calculation (PMS-only, stricter denominator) shows ~62%, which would land closer to PDDS. Reading both numbers in this dashboard at face value overstates the gap. Treat directional comparison only until the denominator reconciliation lands.

All Practices — Full Cohort Ranking

Click any row to drill into per-practice detail rail.
Practice Legacy CY25 Prod YoY% NP/mo Hyg Reappt 5y CAGR Monthly CV

What does "cross-practice CV" mean? (plain English)

CV = Coefficient of Variation. It measures how spread out our practices are from each other — not how high or low the average is. In one sentence: "How much do our practices differ from one another?"

You take every practice's growth rate, find the average, then measure how far the typical practice sits away from that average. Divide the spread by the average and you get CV. Because it's a ratio, you can compare it across very different metrics (dollars, percentages, patient counts).

Analogy: Two classes both average 75% on a test. Class A: everyone scored 73–77 (low CV — consistent). Class B: half scored 50, half scored 95 (high CV — all over the place). Same average, completely different story. SGA's CV of YoY growth = 3.8, which is very high — the network average looks healthy only because a handful of booming practices cover for many shrinking ones. Planet DDS's whole 2026 thesis is that low spread = operational maturity. A high CV is the thing to fix.

Metric Dictionary

Every calculation in this dashboard, its formula, and where the inputs come from. SGA production/NP/visits: validated SGA Power BI ops dataset (measures [Net Production], [New Patients], [Visits]). Hygiene: Dental Intel HygMaster (no PBI measure). Benchmark inputs: Planet DDS Dental Industry Outlook 2026, pp. 15–18.

Cohort scope & inclusion rules

  • 255 practice locations returned by the PBI ops dataset; 230 mapped to a legacy/ROD tag; 224 retained as the comparable cohort. 24 unmapped PBI locations (newer sites without a legacy tag in the KPI extract) are excluded so legacy/ROD breakdowns stay clean.
  • Inclusion rule: a practice must have ≥6 active months (Net Production > 0) in both the current TTM (Apr 2025–Mar 2026) and prior TTM (Apr 2024–Mar 2025) windows, and a valid CY2024 production base for YoY. This drops de novos, closed sites, and mid-year acquisitions that would distort growth math.
  • Production basis: Net Production from the PMS/DI feed — gross production net of adjustments. Not collections, not UCR. Matches the basis Planet DDS uses for its same-store figures (expected collections, pre-write-off).
  • Legacy segments: SGA East (legacy "SGA", n=137), Gen4/West (legacy "Gen4", n=75), Modis/Specialty (legacy "Modis", n=14).
  • Windows: CY = calendar-year Jan–Dec for apples-to-apples with PDDS. TTM = trailing 12 months ending Mar 2026 for most-recent view.

Why v2 exists

v1 of this dashboard was built from a static April KPI extract. v2 re-pulls Net Production, New Patients, and Visits straight from the validated SGA Power BI ops dataset (measures [Net Production], [New Patients], [Visits]). This tab proves how closely the two agree — and flags the practices where the snapshot was stale.

Largest PBI-vs-Snapshot Deltas

CY25 production. These are the practices where the April extract was off — the reason the rerun mattered. Click to drill.
PracticePBI (validated)April snapshotDelta

Agreement Distribution

How far each practice's PBI figure sits from the April snapshot
What moved, what didn't. Headline cohort numbers barely shifted (weighted YoY 4.5%→4.0%, simple-avg 5.0%→4.7%, NP/mo unchanged at ~59) — the April snapshot was directionally sound. What changed is trust: every production figure now traces to the same PBI measures the exec reports use, and a small set of practices with stale snapshot values (shown left) are corrected. Hygiene reappointment is the one metric with no validated PBI measure — it still comes from Dental Intel's HygMaster and carries the broad-denominator caveat noted on the Hygiene tab.