Location-Level Profitability Reporting to Guide Expansion Strategy

The Challenge

The company had ambitious plans to expand into new locations, but lacked a critical foundation: financial visibility by location. There was no way to measure which sites were profitable or underperforming, what overheads and staffing costs were incurred at each site, or how long it took for new locations to break even. Without accurate, location-level data, any expansion decision was essentially a gamble.

What I Did

• Mapped Expenses by Location Using MYOB Job Codes:
  Set up unique Job Codes per location, tagged overheads, allocated wages, and built automations to ensure correct future allocations.
• Linked Revenue to Locations Using SQL Inventory Data:
  Accessed the SQL backend, identified transaction metadata, and built calculated columns linking sales to originating sites.
• Built Dynamic Profit & Loss Reports in Power BI:
  Combined MYOB and SQL data to display site-level P&Ls with revenue, wages, overheads, and margins, including filters and executive summaries.
• Created Expansion Readiness Metrics:
  Collaborated with leadership to define benchmarks and KPIs for onboarding costs and time-to-profitability, built directly into Power BI.

The Result

• 📊 Full visibility into location profitability — a first for the company
• 📈 Data-driven decisions about which sites to improve, retain, or restructure
• 🚀 A quantifiable framework for expansion, reducing risk and guesswork
• 📅 Forecasted onboarding timelines and cost-to-profit break-even with precision
• 💡 Executives gained a live dashboard to assess operational health and readiness

Why It Mattered

For a growing multi-site business, success isn't just about opening more doors — it's about knowing which doors are actually delivering value. By building location-level financial visibility from the ground up and embedding it into a live reporting framework, I helped turn expansion from a leap of faith into a strategic advantage.