Client Analysis


Client Metadata

Account ID

1000302

Account Name

1000302
Associated Projects
Project ID Project Name
VER1399 VER1399
VER1716 VER1716
VER1719 VER1719
VER1788 VER1788
VER1994 VER1994
VER2094 VER2094
VER2377 VER2377
VER2527 VER2527

Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 291.41h, Written: 227.00h, Difference: 64.41h (78%)

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

£993k

 

Planned Fees

£947k

Discount:
£-46k (-4.6%)

Corrected Fees

£1,187k

Scope Change:
£240k (25.4%)

Written Hours

£981k

Unrealised:
£-206k (-17.3%)

Revenue Assigned

£986k

Leakage:
£5k (0.5%)

Invoiced

£828k

Billing:
£-158k (-16.0%)

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)
£102k £101k £285k £0k £0k £0k
2025 (Actual)
(Up to July 2025)
£235k £231k £481k £263k £222k £304k
2024 £758k £716k £706k £718k £764k £525k
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)
£102k £-2k
(-1.5%)
£184k
(182.1%)
- - -
2025 (Actual)
(Up to July 2025)
£235k £-4k
(-1.7%)
£250k
(108.0%)
£-218k
(-45.3%)
£-41k
(-15.4%)
£81k
(36.6%)
2024 £758k £-42k
(-5.5%)
£-9k
(-1.3%)
£12k
(1.7%)
£45k
(6.3%)
£-239k
(-31.3%)
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 £21k £19k £20k £30k £50k £48k £47k £20k £21k £22k £19k £22k £338k
Planned £20k £19k £19k £30k £50k £47k £46k £19k £20k £21k £19k £21k £332k
Corrected £53k £52k £55k £67k £87k £83k £85k £55k £57k £60k £52k £60k £766k
Written £30k £39k £33k £52k £71k £38k - - - - - - £263k
Revenue - £65k £37k £52k £68k - - - - - - - £222k
Invoiced £79k £20k £29k £35k £36k £105k - - - - - - £304k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £28k £27k £64k £40k £51k £48k £56k £53k £92k £115k £105k £80k £758k
Planned £25k £23k £42k £29k £51k £48k £56k £53k £91k £114k £104k £80k £716k
Corrected £26k £23k £39k £29k £50k £47k £55k £52k £90k £113k £103k £78k £706k
Written £30k £42k £67k £46k £58k £58k £51k £46k £57k £110k £91k £62k £718k
Revenue £18k £55k £67k £46k £60k £86k £64k £47k £56k £110k £93k £62k £764k
Invoiced - - £52k £41k £42k £38k £64k £47k £64k £27k £123k £27k £525k
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
VER1399 VER1399-1 15181 NL Manager No 2023-04-03 2026-04-01 5% 225.00 225.00 304.00 63.00
VER1399 VER1399-2 15677 NL Consultant No 2023-04-03 2026-04-01 8% 165.00 137.50 532.00 546.00
VER1716 VER1716-1 901 NL Partner No 2024-01-03 2024-02-03 2% 397.50 300.00 4.00 3.00
VER1716 VER1716-2 15503 NL Senior Consultant No 2024-01-03 2024-02-03 9% 205.00 205.00 16.00 16.00
VER1716 VER1716-3 15536 NL Consultant No 2024-01-03 2024-02-03 52% 172.50 142.50 96.00 96.00
VER1719 VER1719-1 15181 NL Manager No 2024-01-22 2024-05-04 13% 235.00 235.00 80.00 234.00
VER1719 VER1719-2 15428 NL Senior Consultant No 2024-01-22 2024-05-04 27% 205.00 205.00 160.00 409.00
VER1788 VER1788-1 15784 DE Senior Consultant No 2024-02-23 2024-04-13 50% 205.00 143.75 144.00 144.00
VER1788 VER1788-2 10157 NL Director No 2024-02-23 2024-04-13 8% 305.00 125.00 24.00 21.00
VER1788 VER1788-4 15861 NL Manager No 2024-03-01 2024-04-13 32% 235.00 125.00 80.00 80.00
VER1994 VER1994-1 15181 NL Manager No 2024-05-06 2025-01-01 39% 235.00 235.00 544.00 428.00
VER1994 VER1994-2 15428 NL Senior Consultant No 2024-05-06 2025-01-01 88% 205.00 205.00 1224.00 1108.00
VER2094 VER2094-1 15503 NL Manager No 2024-09-09 2024-11-30 37% 235.00 235.00 176.00 168.00
VER2094 VER2094-2 15476 NL Senior Consultant No 2024-09-09 2024-11-30 30% 205.00 197.50 144.00 136.00
VER2094 VER2094-3 15455 NL Consultant No 2024-09-09 2024-11-30 100% 172.50 172.50 480.00 364.00
VER2094 VER2094-7 15503 NL Manager No 2024-12-02 2024-12-21 20% 235.00 235.00 24.00 24.00
VER2094 VER2094-5 15455 NL Consultant No 2024-12-02 2024-12-21 100% 172.50 172.50 120.00 120.00
VER2377 VER2377-2 15181 NL Senior Manager No 2025-01-07 2026-01-01 66% 270.00 270.00 1360.00 336.00
VER2377 VER2377-1 15428 NL Senior Consultant No 2025-01-07 2026-01-01 61% 210.00 205.00 1268.00 496.00
VER2527 VER2527-2 15181 NL Senior Manager No 2025-04-22 2025-07-26 8% 270.00 270.00 44.00 20.00
VER2527 VER2527-1 15589 NL Senior Consultant No 2025-04-22 2025-07-26 70% 210.00 205.00 388.00 318.00
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
VER1399 15181
8.93
0.00
8.93
7.77
0.00
7.77
8.15
0.00
8.15
8.54
0.00
8.54
8.54
0.00
8.54
8.16
0.00
8.16
8.93
0.00
8.93
8.16
0.00
8.16
8.54
0.00
8.54
8.93
0.00
8.93
7.77
0.00
7.77
8.93
0.00
8.93
101.35
0.00
101.35
VER1399 15677
15.63
0.00
15.63
13.59
0.00
13.59
14.26
0.00
14.26
14.95
0.00
14.95
14.95
0.00
14.95
14.27
0.00
14.27
15.63
0.00
15.63
14.26
0.00
14.26
14.95
0.00
14.95
15.63
0.00
15.63
13.59
0.00
13.59
15.63
0.00
15.63
177.34
0.00
177.34
VER1994 15181
3.15
0.00
3.15
- - - - - - - - - - -
3.15
0.00
3.15
VER1994 15428
7.07
0.00
7.07
- - - - - - - - - - -
7.07
0.00
7.07
VER2377 15181
100.16
40.00
60.16
105.43
72.00
33.43
110.70
48.00
62.70
115.97
75.00
40.97
115.97
73.00
42.97
110.70
28.00
82.70
121.24
0.00
121.24
110.70
0.00
110.70
115.96
0.00
115.96
121.24
0.00
121.24
105.42
0.00
105.42
121.24
0.00
121.24
1354.73
336.00
1018.73
VER2377 15428
93.38
96.00
-2.62
98.29
96.00
2.29
103.21
96.00
7.21
108.13
92.00
16.13
108.13
100.00
8.13
103.21
16.00
87.21
113.04
0.00
113.04
103.21
0.00
103.21
108.12
0.00
108.12
113.03
0.00
113.03
98.30
0.00
98.30
113.03
0.00
113.03
1263.08
496.00
767.08
VER2527 15181 - - -
4.46
6.00
-1.54
14.03
10.00
4.03
13.39
4.00
9.39
12.12
0.00
12.12
- - - - -
44.00
20.00
24.00
VER2527 15589 - - -
39.36
54.00
-14.64
123.71
136.00
-12.29
118.09
128.00
-9.91
106.84
0.00
106.84
- - - - -
388.00
318.00
70.00