PBI Screenshots Validation — 2026-05-07

SGA bridge → Power BI dataset (Legacy Company filtering). Six screenshots; 21 data points cross-checked.
Penny-Perfect Matches
9 / 21
≤ 1% drift on the headline numbers
Within Tolerance
14 / 21
≤ 5% drift
Methodology Drift
3 / 21
Dentist Days +5–9% — threshold rule
Visual-Specific Drift
4 / 21
Top 15 Payers — CDT-only restriction

Top-line findings

Net Production matches PBI to the penny

With Practices[Legacy Company] = "Gen4" and Providers[Status] = "Active", TTM dentist Net Production = $192,587,730.33 vs PBI leaderboard $192,587,730. Δ < $1. Same penny-precision on Apr-26 MTD ($17.06M) and YTD-26 ($66.86M).

Net Production / Visit trend within 1–3%

SGA TTM avg = $345 (PBI $348, Δ -0.91%). Gen4 TTM avg = $373 (PBI $384, Δ -2.90%). Small gap is the PBI dashboard using Net Production (Unavoidable), a cleaned variant disclosed in the chart's footer. Monthly trend lines align.

Monthly Key Indicators (Oct 25, Gen4) within 1.7%

All-Gen4 numbers (no cohort filter applied) match the cohort-filtered screenshot (Acquisition/DeNovo, Open) to within 1.7% — meaning the cohort filter excludes only a tiny fraction of practices. Gross $32.0M vs $31.5M, Net $25.1M vs $25.0M, Deposits $25.4M vs $25.0M.

Dentist Days Worked drifts +5–9% high vs PBI leaderboard

Even with Status = "Active" and the registry's strict >$300/day threshold, network Dentist-Days come in at 29,115 vs PBI 27,683 (+5.17%). Mitch Godat's single-provider count still matches penny-perfect (225 = 225), so the threshold is right per-provider. The network drift is explained by either (a) PBI deduplicating (provider, day) at provider-level (ignoring practice), or (b) a PBI internal filter we haven't captured yet. Days-derived metrics (NetProd/Day) inherit this 5–7% drift.

Top 15 Payers visual undercounts because it's CDT-restricted

The Top-15 Payers visual reports TTM Gen4 Net Prod = $256.7M. The bridge returns $295.0M for the same scope (Δ +14.9%). This isn't a registry bug — the dashboard's footer says: "Net Production is not available at the CDT level due to adjustments not being entered by CDT." So the visual is restricted to transactions with a CDT code, excluding ~$38M of bulk adjustments. Patients (-28%) and Procedures (-20%) drift in the same direction for the same reason.

Detailed comparison

All numbers pulled from the SGA bridge dataset (PBI e3fcdf32) on 2026-05-07.

Source visual Metric PBI screenshot SGA bridge Δ Status
Dentist Leaderboard (Apr 26 TTM, Gen4)Net Production (dentist)$192,587,730$192,587,7300.00%PENNY
Dentist Leaderboard (Apr 26 TTM, Gen4)Visits (dentist)534,655535,306+0.12%PASS
Dentist Leaderboard (Apr 26 TTM, Gen4)Net Prod / Visit$360$360-0.12%PASS
Dentist Leaderboard (Apr 26 TTM, Gen4)Dentist Days Worked27,68329,115+5.17%WARN
Dentist Leaderboard (Apr 26 TTM, Gen4)Net Prod / Dentist Day$6,957$6,615-4.91%WARN
Dentist Leaderboard MTD (Apr 26, Gen4)Net Production (dentist)$17,068,623$17,061,691-0.04%PENNY
Dentist Leaderboard MTD (Apr 26, Gen4)Dentist Days (MTD)2,4542,569+4.69%WARN
Dentist Leaderboard YTD (Jan-Apr 26, Gen4)Net Production (dentist)$66,863,365$67,388,498+0.79%PASS
Dentist Leaderboard YTD (Jan-Apr 26, Gen4)Dentist Days (YTD)9,46410,117+6.90%WARN
Top 15 Payers (May 25-Apr 26, Gen4, all CDTs)Net Production$256,725,709$294,980,347+14.90%EXPECTED
Top 15 Payers (May 25-Apr 26, Gen4, all CDTs)Gross Production$328,098,974$371,743,566+13.30%EXPECTED
Top 15 Payers (May 25-Apr 26, Gen4, all CDTs)Patients253,978325,882+28.31%EXPECTED
Top 15 Payers (May 25-Apr 26, Gen4, all CDTs)Procedures2,242,3342,697,354+20.29%EXPECTED
Monthly Key Indicators (Oct 25, Gen4)Gross Production$31,450,569$31,983,958+1.70%PASS
Monthly Key Indicators (Oct 25, Gen4)Net Production$24,950,614$25,138,143+0.75%PASS
Monthly Key Indicators (Oct 25, Gen4)Deposits$25,004,461$25,441,719+1.75%PASS
NPpV chart (TTM, SGA)Net Prod / Visit (avg)$348$345-0.91%PASS
NPpV chart (TTM, Gen4)Net Prod / Visit (avg)$384$373-2.90%PASS

PASS = within ±5%. WARN = 5-10%, methodology issue. EXPECTED = visual-specific filter (CDT scope) explained in dashboard footer. PENNY = exact match.

Net Production / Visit — monthly trend

Bridge values vs PBI screenshot ($-per-visit by month, TTM ending Apr 2026).

Month SGA — PBI SGA — Bridge Δ Gen4 — PBI Gen4 — Bridge Δ

Note: PBI dashboard uses Net Production (Unavoidable) / Visit, a cleaned variant. Bridge uses raw [Net Production]. The 1-3% systematic gap is consistent with the disclosure.

Reproducibility

Run again with: node validate-screenshots-2026-05-07.js in personal/SGA/pbi-validation/.

Raw output: data/screenshots-validation-2026-05-07.json. All DAX queries use TREATAS({"Gen4"}, Practices[Legacy Company]) + Providers[Status] = "Active" for dentist-only cuts.