Performance AnalysisTroy Family Dental
SGA Dental Partners · Growth

Troy Family Dental: the engine is filling, the chair is the bottleneck.

A read on what the numbers say about Q1 and Q2 2026, set against 2024 and 2025. New-patient demand and operational quality are up sharply. Topline production has softened. This is where the two stories meet.

Practice
Troy Family Dental
Period
Jan 2024 – May 2026
Sources
Dental Intel · GHL · CallRail
Prepared
2026-06-03
Executive summary / is the business healthy?

Healthy and at an inflection point.

Bottom line

Troy is operationally healthier than a year ago: case acceptance climbed from 64% to 80%, no-shows fell from 7.4% to 1.0%, and the team has worked roughly $685,458 out of the unscheduled-treatment backlog. Demand is up hard, with qualified phone leads up 222% year over year.

The one number going the wrong way is the one that matters most: production is down 7.7% year to date ($4,362,095 to $4,026,577 for Jan–May), with Q1 off 10.0%. The funnel is full and the team is converting the chair well. The gap is throughput: turning a surge of calls and leads into booked, completed, higher-value production.

Production (Jan–May)
$4,026,577▼ 7.7%
vs $4,362,095 in 2025
New patients (Jan–May)
446.0▼ 2.4%
vs 457.0 in 2025
Case acceptance
80%▲ +16 pts
up from 64% (Jan–May avg)
No-show rate
1.0%▼ -6.4 pts
down from 7.4% (Jan–May avg)
Qualified phone leads
714▲ 221.6%
vs 222 in 2025 (Jan–May)
Unscheduled tx opportunity
$3,971,505▼ -14.7%
worked down $685,458 since Dec
Production / the topline story

Production has softened year over year.

Monthly gross production has held a wide band of roughly $650K to $980K for two years, but the trend since mid-2025 is down. Full-year 2025 finished at $9,828,133, 3.2% below 2024. Jan–May 2026 sits 7.7% behind the same period last year, dragged most by a soft May ($652,891).

Monthly gross production
Full timeline with a 3-month moving average. Jan 2024 to May 2026.
Production by calendar month
2024 vs 2025 vs 2026. Same-month year-over-year view.
Production by quarter
Quarterly gross production by year.

What changed year over year

The waterfalls below bridge last year's production to this year's, month by month. April 2026 actually beat April 2025; the YTD gap is concentrated in January and May.

Jan–May production bridge: 2025 → 2026
Each step is that month's change vs the prior year.
Q1 production bridge: 2025 → 2026
January is the biggest single drag on the quarter.
Quarter202420252026YoY ’25YoY ’26
Q1$2,463,835$2,729,729$2,456,521+10.8%-10.0%
Q2$2,788,036$2,466,428-11.5%
Q3$2,419,845$2,209,971-8.7%
Q4$2,478,942$2,422,004-2.3%
FY$10,150,659$9,828,133-3.2%
2026 shows Q1 complete and Q2 partial (April and May only). May 2026 is a complete month in the source data.
New patients / demand into the practice

New-patient volume is holding strong.

New patients are not the problem. Troy added 446.0 new patients in the first five months of 2026, essentially flat to the 457.0 it added in the same window of 2025 and ahead of 2024. The acquisition engine is delivering people through the door. The question is what happens after they arrive.

New patients by calendar month
2024 vs 2025 vs 2026.
Treatment conversion / the bright spot

The team is converting the chair better than ever.

Case acceptance has stepped up materially in 2026, holding in the high-70s to high-80s after running in the low-60s through 2025. At the same time, the unscheduled-treatment opportunity has fallen from $4,656,963 to $3,971,505, meaning diagnosed work that used to sit unscheduled is getting booked. Both point the same direction: better chairside conversion.

Case acceptance %
Monthly acceptance rate. The 2026 step-up is clear.
Unscheduled treatment opportunity ($)
Falling line means diagnosed treatment is getting scheduled.
Schedule health / no-shows & cancellations

The schedule is holding together.

No-shows and cancellations are the quiet killers of a dental schedule, and both have improved. No-show rate has fallen to near zero in 2026 from the 7% to 10% range it ran in 2024. That is real recovered chair time and a sign the front office and reminder workflow are working.

No-show rate vs cancellation rate
Both trending down. Lower is better.
Marketing engine / leads, calls & the implant funnel

The top of the funnel is roaring.

Phone demand has stepped up dramatically in 2026. Total tracked calls for Jan–May jumped from 479 to 1,461 (+205%), and qualified calls from 222 to 714 (+222%). On the implant side, the CRM took in 2,220 leads in 2025 and is on a similar pace in 2026. The leads are there. The drop-off is in the middle of the funnel.

Tracked phone calls by month
Total calls (bars) and qualified calls (line). CallRail, 2025 to 2026.
Implant funnel by month
Leads (bars) vs cases sold (line). Recent months understate sales as leads mature.

Where implant demand leaks out

Across all of 2025, the implant pipeline turned 2,220 leads into 280 booked consults, 179 consults held, and 41 closed cases worth $883,737. That is roughly 13% of leads booking, and under 2% of leads becoming cases. The biggest losses happen before the consult: most leads never book. Speed-to-lead and booking conversion are the highest-leverage fixes.

Implant funnel: lead to closed case (2025)
Where the 2,220 leads went across the full year.
Monthly detail / Jan 2025 – May 2026

The numbers, month by month.

MonthProductionNew PtsAcceptNo-showUnsched $CallsImpl LeadsImpl Sales
2025-01$856,1918869%8%$4,337,6461001798
2025-02$976,3139363%8%$4,329,4811081896
2025-03$897,2259565%8%$4,383,598852185
2025-04$852,27710260%5%$4,460,4171121981
2025-05$780,0897961%8%$4,492,166742261
2025-06$834,0638762%7%$4,449,012771632
2025-07$910,0588764%5%$4,408,8221211307
2025-08$695,7209761%6%$4,431,4021391624
2025-09$604,1949262%4%$4,356,329981632
2025-10$919,2198565%1%$4,557,2421201933
2025-11$828,4099262%0%$4,647,816922091
2025-12$674,3766061%0%$4,656,9631281901
2026-01$738,3029376%2%$4,552,3852262344
2026-02$840,3019389%1%$4,434,9943942095
2026-03$877,9188976%1%$4,225,0623561803
2026-04$917,16610277%1%$4,125,1272442422
2026-05$652,8916980%0%$3,971,5052412182
Implant sales are counted in the month the lead was created, so the most recent months understate eventual closes. Calls from CallRail begin January 2025.
The read / healthy or not

Verdict: healthy core, fixable gap.

What is working

What to watch

Where to focus next