Location-Level Profitability Reporting to Guide Expansion Strategy

The Challenge

A fast-growing retail and services group had ambitious expansion goals — but no way to confidently assess which locations were actually profitable.

There was no visibility into location-level performance:

• Which sites were turning a profit?
• Which ones were bleeding cash?
• How long did it take a new site to break even?

With no consistent way to allocate overheads, wages, or sales by site, every expansion decision was a gamble.

What I Did

• Mapped Expenses by Location via MYOB Job Codes
  Introduced unique job codes per site, then tagged overheads and wages. Built automation rules to ensure consistent future allocations.
• Linked Sales to Sites via SQL Inventory Data
  Accessed SQL backend and mapped transaction metadata to pinpoint the originating store for each sale.
• Built Dynamic Profit & Loss Reports in Power BI
  Merged MYOB and SQL data into interactive P&L dashboards showing revenue, wages, overheads, and gross margins by location.
• Created Expansion Readiness Metrics
  Worked with leadership to define benchmarks for onboarding costs, time-to-profitability, and breakeven. Built these into the dashboard as live metrics.

The Result

• 📊 First-ever visibility into profitability by location
• 📈 Data-backed decisions to improve, retain, or restructure individual sites
• 🚀 Framework for expansion with clear cost and ROI modelling
• 📅 Forecasted break-even timelines for new sites with precision
• 💡 Executive-ready dashboards tracking real-time operational performance

Why It Mattered

For a multi-site business, growth isn't about opening more locations — it's about opening the right ones.

By building accurate, site-level financial reporting from the ground up and embedding it into Power BI, I turned blind expansion into a measurable, data-led strategy. The leadership team now makes every location decision with clarity, confidence, and control.

✅ Key Takeaways

• No location-level profitability data before this project
• MYOB and SQL were integrated into a unified P&L view
• Job codes and sales metadata enabled precise allocations
• New metrics tracked onboarding costs and time-to-profit
• Expansion strategy now driven by live financial insight