Client Analysis

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Client Metadata

Account ID

1000391

Account Name

1000391
Associated Projects
Project ID Project Name
VER1602 VER1602
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 51.91h, Written: 30.50h, Difference: 21.41h (59%)

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

£235k

 

Planned Fees

£238k

Discount:
£3k (1.3%)

Corrected Fees

£248k

Scope Change:
£10k (4.2%)

Written Hours

£252k

Unrealised:
£5k (1.9%)

Revenue Assigned

£252k

Leakage:
£0k (0.0%)

Invoiced

£260k

Billing:
£8k (3.1%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £58k £56k £61k £35k £36k £41k
2024 £176k £181k £186k £217k £217k £219k
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)		 £0k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £58k £-2k
(-3.4%) 		£5k
(9.0%) 		£-26k
(-43.0%) 		£1k
(2.5%) 		£5k
(14.6%)
2024 £176k £5k
(2.9%) 		£5k
(2.8%) 		£31k
(16.7%) 		£-1k
(-0.4%) 		£3k
(1.2%)
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 £19k £10k £11k £11k £7k - - - - - - - £58k
Planned £19k £10k £10k £11k £7k - - - - - - - £56k
Corrected £20k £11k £11k £12k £8k - - - - - - - £61k
Written £6k £9k £10k £7k £3k - - - - - - - £35k
Revenue £6k £9k £10k £7k £4k - - - - - - - £36k
Invoiced £9k - £15k - £17k - - - - - - - £41k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £15k £14k £14k £15k £16k £14k £16k £15k £14k £16k £14k £15k £176k
Planned £15k £14k £14k £15k £16k £14k £16k £15k £15k £16k £15k £15k £181k
Corrected £16k £14k £14k £15k £17k £14k £17k £16k £15k £17k £15k £16k £186k
Written £16k £17k £26k £31k £25k £18k £24k £16k £14k £10k £12k £9k £217k
Revenue £16k £17k £26k £30k £26k £18k £22k £18k £14k £9k £12k £9k £217k
Invoiced £11k - £33k £26k £30k £26k £18k £24k £16k £14k £10k £11k £219k
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
VER1602 VER1602-1 15243 GB Director No 2023-11-14 2025-05-01 7% 305.23 258.75 216.00 216.00
VER1602 VER1602-3 15756 ZA Manager No 2023-11-14 2025-02-01 10% 135.00 202.50 246.00 238.00
VER1602 VER1602-2 15473 GB Business Associate No 2023-11-16 2025-02-01 24% 202.50 202.50 605.25 605.25
VER1602 VER1602-4 7000015 N/A N/A No 2024-04-18 2025-05-31 2% 197.50 197.50 48.00 23.75
VER1602 VER1602-6 15473 IN Business Associate No 2025-01-20 2025-05-31 18% 212.00 212.00 138.00 136.00
VER1602 VER1602-7 15243 GB Director No 2025-01-21 2025-05-01 2% 343.75 271.00 13.00 13.00
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
VER1602 15243
12.97
0.00
12.97
11.28
0.00
11.28
11.85
0.00
11.85
12.41
0.00
12.41
0.56
0.00
0.56
 - - - - - - -
49.07
0.00
49.07
VER1602 15756
17.73
0.00
17.73
 - - - - - - - - - - -
17.73
0.00
17.73
VER1602 15473
43.91
9.00
34.91
 - - - - - - - - - - -
43.91
9.00
34.91
VER1602 7000015
3.78
0.00
3.78
3.29
0.00
3.29
3.45
4.25
-0.80
3.62
0.00
3.62
3.61
0.00
3.61
 - - - - - - -
17.75
4.25
13.50
VER1602 15473
14.52
15.00
-0.48
29.05
37.50
-8.45
30.51
40.00
-9.49
31.96
27.50
4.46
31.96
16.00
15.96
 - - - - - - -
138.00
136.00
2.00
VER1602 15243
1.60
2.00
-0.40
3.56
4.00
-0.44
3.74
4.00
-0.26
3.92
3.00
0.92
0.18
0.00
0.18
 - - - - - - -
13.00
13.00
0.00