SGA Dental Partners  ·  Finance

Revenue per Visit — Combined Entity View

SGA East 138 (Taylor/Roman) + Gen4 books 125 active (Julia, incl. 76 SGA West w/ visit data) · 24-month window Mar 2024 — Feb 2026
Mar 24 — Feb 26 Sage accrual revenue · not PBI Julia 2026-05-28 · Re: Revenue Per Visit
What's being measured
Network Revenue per Visit = Sage accrual revenue ÷ PMS visit count, monthly. Two source files combined: SGA East = 138 practices, full hyg+doc visit volume (Taylor/Roman, sent 2026-04-15). Gen4 = 76 SGA West locations with visit data inside the Gen4 books workbook (Julia/Finance, sent 2026-04-20). The Gen4 visit feed appears to be doctor-visit-only — that explains why Gen4's RPV runs ~3× SGA East's. See Methodology for the gap.
Revenue per Visit — Monthly
Latest month: Feb 2026. SGA East and Gen4 plotted on separate scales due to methodology gap.
Monthly Visits
Total visit count by entity. SGA East includes hygiene; Gen4 feed = doctor visits only.
Monthly Revenue (Sage)
Sage accrual revenue. SGA East 138 locs / Gen4 file 76 SGA West (visits subset).
Quarterly Roll-up
7 full quarters Q2 2024 — Q4 2025 plus partial Q1 2026 (Jan + Feb only). RPV at quarter level = quarter total revenue ÷ quarter total visits (visit-weighted, not avg-of-months).
Revenue per Visit — Quarterly
Bars = visits per quarter; lines = RPV. Q1 2026 is dashed (partial).
Quarterly Detail
All metrics by quarter, both entities.
Complementary Revenue View
Revenue dollars (Sage accrual) on their own — useful when answering "what's the combined book size by quarter?"
Coverage: SGA East = full 138 practices each month. Gen4 file visit-subset = the 76 SGA West locs with visit feeds. Gen4 file full books = all 125 active entities in the Gen4 Sage workbook (includes the 76 SGA West plus Gen4-native).
Quarterly Revenue — Stacked
SGA East + Gen4 (full books, all 125 active entities). Use this for top-line combined size.
Monthly Revenue — SGA East
Monthly Revenue — Gen4 (full books, 125 active entities)
SGA East Hygiene vs Doctor Split
Taylor/Roman's workbook allocates per-visit revenue using visit-mix weighting: Hyg Net Rev = (Hyg Visits / Total Visits) × Office Net Rev, then ÷ Total Visits. Below is the network-level reconstruction. Cost per Visit = total operating cost ÷ total visits (4-wall).
SGA East — Monthly RPV by Visit Type + Cost/Visit
Hyg RPV vs Doc RPV vs Cost/Visit. Net per visit (4-wall margin) = total RPV − CPV.
SGA East — Quarterly RPV by Visit Type
Methodology & Caveats

Source 1 — SGA East: KPIs for Analyst Meetings.xlsx, Taylor Venable / Roman, 2026-04-15. 138 SGA East practices, Jan 2021 — Mar 2026, monthly. Visits split into hygiene and dentist. Per-visit revenue allocated by visit-mix (Roman's formula: HygVisit% × Office Net Rev ÷ Total Visits). Total RPV reconstructed = (sum hyg rev + sum doc rev) ÷ sum visits.

Source 2 — Gen4 (incl. 76 SGA West): KPI Revenue and EBITDA Gen4 including per visit data vFF.xlsx, Julia Devine / Finance, 2026-04-20. 125 active entities in Gen4 Sage books, Jan 2021 — Feb 2026, monthly. Revenue section = full Sage accrual for all 125 active entities. Visit count + RPV section = filled only for the 76 SGA West locations Scott provided visit feeds for.

Data fix (post-deploy): First cut of this dashboard read BOD Revenue as 144 entities — accidentally included the "Less: Closed Locations" and "Less: Pending Divestitures" sections which contain reversal rows for 19 location IDs (AZSWD0002-0007, KSADK0001-2, CAREC0001-3, etc.). Now active-only (125 entities). Net rev impact: −8% in 2021 historic months, ~−1% by Feb 2026.

Methodology gap: SGA East Feb 26 RPV = $126. Gen4-side Feb 26 RPV = $384. The ~3× gap isn't a performance difference — it's a denominator difference. SGA East visit count includes hygiene appointments (low-dollar). The Gen4 visit feed appears to count doctor visits only (high-dollar). Until visit-type taxonomy is aligned (or Gen4 adds hygiene volume), the two RPVs aren't directly comparable.

Compared to today's earlier dashboard: sga-kpi-metrics-v2.pages.dev uses Power BI net production ÷ PMS visits (Myles 2026-04-13 spec — "backdoor from rev + visits"). This dashboard uses Sage accrual revenue ÷ PMS visits. Both denominators are PMS visits but the numerators are different books: PBI net production ≠ Sage accrual revenue (timing, GAAP adjustments, contractual allowances all differ). Expect 5–15% drift on the SGA East numerator.

Combined-entity caveat: "Combined" RPV in this dashboard = (SGA East rev + Gen4-file rev for the visit-subset) ÷ (SGA East visits + Gen4-file visits). The visit-type mismatch above carries through. Treat the combined number as a holding figure until Julia's "consolidated basis" pull lands. Per Julia 2026-05-28: "Once we merge, this is something that we intend to have on a consolidated basis."

Quarterly Q1 2026: Jan + Feb only. Both source files stop mid-Q1. Marked partial throughout.