Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1000335

Account Name

1000335
Associated Projects
Project ID Project Name
VER1245 VER1245
VER2326 VER2326
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 11.54h, Written: 7.00h, Difference: 4.54h (61%)

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

£65k

 

Planned Fees

£56k

Discount:
£-10k (-14.6%)

Corrected Fees

£27k

Scope Change:
£-29k (-52.4%)

Written Hours

£21k

Unrealised:
£-6k (-21.5%)

Revenue Assigned

£31k

Leakage:
£10k (47.9%)

Invoiced

£48k

Billing:
£17k (56.7%)

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)		 £14k £11k £11k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £19k £15k £15k £9k £8k £24k
2024 £47k £41k £12k £12k £23k £25k
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)		 £14k £-3k
(-20.6%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £19k £-4k
(-20.2%) 		£-0k
(-0.7%) 		£-6k
(-38.9%) 		£-1k
(-10.0%) 		£16k
(190.8%)
2024 £47k £-6k
(-12.4%) 		£-29k
(-71.3%) 		£0k
(0.4%) 		£11k
(92.3%) 		£2k
(8.6%)
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 £3k £2k £3k £3k £3k £3k £3k £3k £3k £3k £2k £3k £32k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £26k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £26k
Written £1k £2k £3k £1k £1k £1k £0k - - - - - £9k
Revenue - £3k £3k £1k £1k - - - - - - - £8k
Invoiced - - £22k £1k - - - - - - - - £24k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £47k
Planned £3k £3k £3k £3k £4k £3k £4k £3k £3k £4k £3k £3k £41k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £12k
Written £2k £1k £2k £1k £1k £0k £1k £0k £1k £2k £1k £1k £12k
Revenue - £23k £0k - - - - - - £-0k - - £23k
Invoiced £6k - - - - £8k - - - - £11k - £25k
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
VER1245 VER1245-10 82 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 256.00 11.00 11.00
VER1245 VER1245-11 15296 GB Senior Manager No 2024-01-02 2025-01-01 1% 290.70 256.00 21.00 21.00
VER1245 VER1245-13 82 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 189.44 0.00 0.00
VER1245 VER1245-15 15296 GB Senior Manager No 2024-01-02 2025-01-01 0% 290.70 189.44 0.00 0.00
VER1245 VER1245-14 15651 BE Consultant No 2024-01-02 2025-01-01 0% 172.50 189.44 0.00 0.00
VER1245 VER1245-12 15651 BE Consultant No 2024-01-02 2025-01-01 1% 172.50 141.00 25.50 25.50
VER2326 VER2326-6 15296 GB Director No 2025-01-02 2026-01-01 0% 343.75 193.50 0.00 0.00
VER2326 VER2326-5 82 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 193.50 8.00 1.00
VER2326 VER2326-7 15651 BE Consultant No 2025-01-02 2026-01-01 0% 175.00 193.50 8.00 5.00
VER2326 VER2326-4 82 NL Senior Manager No 2025-01-02 2026-01-01 2% 270.00 187.50 34.00 9.00
VER2326 VER2326-2 15651 BE Consultant No 2025-01-02 2026-01-01 3% 175.00 187.50 60.00 27.50
VER2326 VER2326-3 15296 GB Director No 2025-01-13 2026-01-01 1% 343.75 187.50 26.00 5.50
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
VER1245 82
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1245 15296
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1245 15651
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER2326 82
0.67
0.00
0.67
0.61
1.00
-0.39
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
1.00
6.97
VER2326 15651
0.67
0.00
0.67
0.61
5.00
-4.39
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
5.00
2.97
VER2326 82
2.87
0.00
2.87
2.61
0.00
2.61
2.73
4.00
-1.27
2.87
1.00
1.87
2.86
2.00
0.86
2.74
1.50
1.24
3.00
0.50
2.50
2.73
0.00
2.73
2.86
0.00
2.86
3.00
0.00
3.00
2.60
0.00
2.60
3.00
0.00
3.00
33.87
9.00
24.87
VER2326 15651
5.06
5.50
-0.44
4.60
4.00
0.60
4.83
9.00
-4.17
5.06
5.00
0.06
5.06
2.00
3.06
4.83
2.00
2.83
5.28
0.00
5.28
4.83
0.00
4.83
5.06
0.00
5.06
5.28
0.00
5.28
4.60
0.00
4.60
5.28
0.00
5.28
59.77
27.50
32.27
VER2326 15296
1.54
1.50
0.04
2.05
0.00
2.05
2.15
1.00
1.15
2.25
1.00
1.25
2.25
1.00
1.25
2.15
1.00
1.15
2.35
0.00
2.35
2.15
0.00
2.15
2.25
0.00
2.25
2.35
0.00
2.35
2.05
0.00
2.05
2.36
0.00
2.36
25.90
5.50
20.40