Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1000119

Account Name

1000119
Associated Projects
Project ID Project Name
VER2333 VER2333
VER36 VER36
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.45h, Written: 3.00h, Difference: 5.45h (36%)

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

£36k

 

Planned Fees

£31k

Discount:
£-5k (-13.1%)

Corrected Fees

£25k

Scope Change:
£-6k (-18.1%)

Written Hours

£12k

Unrealised:
£-14k (-53.4%)

Revenue Assigned

£12k

Leakage:
£-0k (-2.5%)

Invoiced

£12k

Billing:
£1k (6.2%)

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)		 £9k £8k £8k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £13k £12k £11k £3k £3k £2k
2024 £23k £20k £14k £9k £9k £10k
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)		 £9k £-1k
(-12.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £13k £-2k
(-12.1%) 		£-0k
(-0.2%) 		£-9k
(-74.3%) 		£-0k
(-10.0%) 		£-0k
(-11.5%)
2024 £23k £-3k
(-13.6%) 		£-6k
(-28.6%) 		£-5k
(-36.2%) 		£0k
(0.0%) 		£1k
(11.6%)
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 £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £22k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £20k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £20k
Written £1k £0k £0k £1k £1k £0k - - - - - - £3k
Revenue £1k £0k £0k £1k £1k - - - - - - - £3k
Invoiced - - - £2k - £1k - - - - - - £2k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £3k £23k
Planned £2k £1k £1k £2k £2k £1k £2k £2k £1k £2k £2k £2k £20k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £2k £2k £14k
Written £1k £0k £0k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Revenue - - £2k £1k £1k £1k £1k £1k £1k £1k £4k £-3k £9k
Invoiced £2k - - - - - £1k £1k - - - £7k £10k
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
VER2333 VER2333-1 172 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 197.07 25.00 0.00
VER2333 VER2333-2 15332 NL Manager No 2025-01-02 2026-01-01 1% 242.50 197.07 25.00 4.50
VER2333 VER2333-4 16011 NL Consultant No 2025-01-02 2026-01-01 1% 175.00 197.07 25.00 4.50
VER2333 VER2333-3 15500 NL Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 197.07 25.00 6.00
VER36 VER36-2 10146 N/A N/A No 2021-01-04 2035-12-29 0% 182.07 182.07 1.00 0.00
VER36 VER36-14 172 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 193.21 2.50 2.50
VER36 VER36-9 172 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 193.21 4.00 3.00
VER36 VER36-11 15680 NL Consultant No 2024-01-02 2025-01-01 0% 172.50 193.21 7.50 7.50
VER36 VER36-15 15332 NL Manager No 2024-01-02 2025-01-01 1% 235.00 193.21 15.75 14.25
VER36 VER36-10 15332 NL Manager No 2024-01-02 2025-01-01 2% 235.00 193.21 34.50 18.00
VER36 VER36-12 15500 NL Senior Consultant No 2024-11-01 2025-01-01 1% 205.00 193.21 3.00 0.00
VER36 VER36-13 16011 NL Consultant No 2024-11-01 2025-01-01 1% 172.50 193.21 3.00 0.00
VER36 VER36-16 15500 NL Senior Consultant No 2024-11-01 2025-01-01 1% 205.00 193.21 2.25 0.75
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
VER2333 172
2.11
0.00
2.11
1.92
0.00
1.92
2.01
0.00
2.01
2.11
0.00
2.11
2.11
0.00
2.11
2.01
0.00
2.01
2.20
0.00
2.20
2.01
0.00
2.01
2.11
0.00
2.11
2.20
0.00
2.20
1.91
0.00
1.91
2.20
0.00
2.20
24.90
0.00
24.90
VER2333 15332
2.11
0.00
2.11
1.92
0.00
1.92
2.01
0.00
2.01
2.11
0.00
2.11
2.11
3.00
-0.89
2.01
1.50
0.51
2.20
0.00
2.20
2.01
0.00
2.01
2.11
0.00
2.11
2.20
0.00
2.20
1.91
0.00
1.91
2.20
0.00
2.20
24.90
4.50
20.40
VER2333 16011
2.11
0.00
2.11
1.92
0.00
1.92
2.01
1.50
0.51
2.11
3.00
-0.89
2.11
0.00
2.11
2.01
0.00
2.01
2.20
0.00
2.20
2.01
0.00
2.01
2.11
0.00
2.11
2.20
0.00
2.20
1.91
0.00
1.91
2.20
0.00
2.20
24.90
4.50
20.40
VER2333 15500
2.11
3.00
-0.89
1.92
1.50
0.42
2.01
0.00
2.01
2.11
0.00
2.11
2.11
1.50
0.61
2.01
0.00
2.01
2.20
0.00
2.20
2.01
0.00
2.01
2.11
0.00
2.11
2.20
0.00
2.20
1.91
0.00
1.91
2.20
0.00
2.20
24.90
6.00
18.90
VER36 10146
0.01
0.00
0.01
0.00
0.00
0.00
0.00
0.00
0.00
0.01
0.00
0.01
0.00
0.00
0.00
0.00
0.00
0.00
0.01
0.00
0.01
0.00
0.00
0.00
0.01
0.00
0.01
0.01
0.00
0.01
0.00
0.00
0.00
0.01
0.00
0.01
0.06
0.00
0.06
VER36 172
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER36 172
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER36 15680
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER36 15332
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER36 15332
0.14
0.00
0.14
 - - - - - - - - - - -
0.14
0.00
0.14
VER36 15500
0.07
0.00
0.07
 - - - - - - - - - - -
0.07
0.00
0.07
VER36 16011
0.07
0.00
0.07
 - - - - - - - - - - -
0.07
0.00
0.07
VER36 15500
0.05
0.00
0.05
 - - - - - - - - - - -
0.05
0.00
0.05