Client Analysis

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Client Metadata

Account ID

1000032

Account Name

1000032
Associated Projects
Project ID Project Name
VER1646 VER1646
VER2321 VER2321
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 3.46h, Written: 4.00h, Difference: -0.54h (116%)

Client Financials (Aggregated)
Overall Financial Summary (Actual to July 2025)

Note: Overall totals include all historical data up to and including July 2025.

Target Fees

£19k

 

Planned Fees

£19k

Discount:
£-1k (-3.4%)

Corrected Fees

£15k

Scope Change:
£-4k (-21.7%)

Written Hours

£17k

Unrealised:
£3k (19.1%)

Revenue Assigned

£12k

Leakage:
£-6k (-31.8%)

Invoiced

£17k

Billing:
£5k (45.0%)

Revenue Summary by Period

Note: '2025 (Actual)' includes data up to and including July 2025. '2025 (Forecast)' includes data after this date.

Time Period Target Fees Planned Fees Corrected Fees Written Hours Revenue Assigned Invoiced
2025 (Forecast)
(After July 2025)		 £5k £4k £4k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £6k £6k £6k £4k £3k £9k
2024 £13k £12k £8k £13k £8k £8k
Pre-2024 £0k £0k £0k £0k £0k £0k
Difference Summary by Period

Note: '2025 (Actual)' includes data up to and including July 2025. '2025 (Planned)' includes data after this date.

Time Period Target Fees Discount Scope Change Unrealised Revenue Leakage Billing
2025 (Forecast)
(After July 2025)		 £5k £-0k
(-3.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £6k £-0k
(-3.0%) 		£-0k
(-0.2%) 		£-2k
(-32.9%) 		£-1k
(-18.8%) 		£5k
(156.4%)
2024 £13k £-0k
(-3.6%) 		£-4k
(-32.7%) 		£5k
(58.2%) 		£-5k
(-35.9%) 		£0k
(0.0%)
Pre-2024 £0k £0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%)
Monthly Financial Data (Aggregated)
2025 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £11k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £11k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £11k
Written - £1k £1k £1k £1k - - - - - - - £4k
Revenue - £1k £1k £1k £1k - - - - - - - £3k
Invoiced - - £9k - - - - - - - - - £9k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £13k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £12k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £8k
Written - £3k £1k - £1k £1k £2k £1k £2k £1k £1k £1k £13k
Revenue - £3k £1k - £1k £1k £2k £1k £0k - - - £8k
Invoiced - £8k - - - - - - - - - - £8k
Project Allocations (Aggregated)

Note: This table lists all allocation tasks for the client's projects. Non-billable tasks and tasks without an assigned resource are excluded from financial summaries but are shown here for completeness.

Project ID Task ID Resource ID Country Grade Billable Start Date End Date Allocations (%) Target Price Agreed Price Corrected Hours Actual Hours
VER1646 VER1646-2 6 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 253.00 0.00 0.00
VER1646 VER1646-5 6 NL Senior Manager No 2024-01-02 2025-01-01 2% 262.50 253.00 33.00 52.00
VER2321 VER2321-2 6 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 262.00 8.00 0.00
VER2321 VER2321-4 6 NL Senior Manager No 2025-01-02 2026-01-01 2% 270.00 262.00 33.00 16.00
Monthly Project Allocations (Aggregated)
2025 Project Allocations

Table cells show: Corrected Hours (Planned + Correction) / Actual Hours (Timesheet) / Difference

Project ID Resource ID Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
VER1646 6
0.13
0.00
0.13
 - - - - - - - - - - -
0.13
0.00
0.13
VER2321 6
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER2321 6
2.78
0.00
2.78
2.53
4.00
-1.47
2.66
4.00
-1.34
2.78
4.00
-1.22
2.78
4.00
-1.22
2.66
0.00
2.66
2.91
0.00
2.91
2.65
0.00
2.65
2.78
0.00
2.78
2.91
0.00
2.91
2.53
0.00
2.53
2.90
0.00
2.90
32.87
16.00
16.87