Client Analysis

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Client Metadata

Account ID

1000402

Account Name

1000402
Associated Projects
Project ID Project Name
VER1312 VER1312
VER1802 VER1802
VER2383 VER2383
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.77h, Written: 2.50h, Difference: 6.27h (29%)

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

£59k

 

Planned Fees

£55k

Discount:
£-4k (-7.5%)

Corrected Fees

£53k

Scope Change:
£-2k (-3.0%)

Written Hours

£29k

Unrealised:
£-24k (-45.5%)

Revenue Assigned

£31k

Leakage:
£2k (7.0%)

Invoiced

£28k

Billing:
£-3k (-10.0%)

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)		 £11k £10k £10k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £16k £14k £14k £8k £7k £5k
2024 £43k £40k £39k £21k £24k £23k
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)		 £11k £-1k
(-9.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £16k £-1k
(-9.0%) 		£0k
(0.0%) 		£-6k
(-42.5%) 		£-1k
(-14.8%) 		£-2k
(-35.2%)
2024 £43k £-3k
(-7.0%) 		£-2k
(-4.0%) 		£-18k
(-46.5%) 		£3k
(15.7%) 		£-1k
(-2.7%)
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 £27k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £24k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £24k
Written £2k £2k £1k £1k £2k £1k - - - - - - £8k
Revenue - £4k £1k £1k £2k - - - - - - - £7k
Invoiced - - £5k - - - - - - - - - £5k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £4k £3k £4k £4k £4k £4k £4k £4k £43k
Planned £3k £3k £3k £3k £3k £3k £4k £4k £3k £4k £3k £4k £40k
Corrected £3k £3k £3k £3k £3k £3k £4k £4k £3k £4k £3k £4k £39k
Written £3k £3k £1k £0k £1k - £1k £1k £3k £6k £2k £0k £21k
Revenue - £1k £3k £0k £1k £1k £2k £7k £2k £4k £2k £1k £24k
Invoiced - - - - - - £8k - - - - £16k £23k
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
VER1312 VER1312-28 15570 NL Business Associate No 2023-01-02 2025-01-01 0% 265.00 265.00 5.00 0.75
VER1312 VER1312-10 15570 NL Business Associate No 2023-01-02 2025-01-01 0% 265.00 265.00 6.00 6.00
VER1312 VER1312-6 15570 NL Business Associate No 2023-01-02 2025-01-01 0% 265.00 265.00 10.00 10.00
VER1312 VER1312-16 15570 NL Business Associate No 2023-01-02 2025-01-01 0% 265.00 265.00 10.00 10.00
VER1312 VER1312-18 15570 NL Business Associate No 2023-01-02 2025-01-01 0% 265.00 265.00 15.00 15.50
VER1802 VER1802-1 15570 NL Business Associate No 2024-01-02 2025-01-01 2% 275.00 275.00 40.00 7.00
VER1802 VER1802-15 15570 NL Business Associate No 2024-01-02 2024-12-28 1% 275.00 275.00 15.00 15.00
VER1802 VER1802-2 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 200.00 10.00 0.00
VER1802 VER1802-16 15076 NL Senior Manager No 2024-01-02 2024-12-28 1% 262.50 200.00 20.00 17.00
VER1802 VER1802-7 16004 BE Senior Consultant No 2024-01-02 2025-01-01 0% 210.00 190.00 1.00 0.00
VER1802 VER1802-25 16004 BE Senior Consultant No 2024-01-02 2025-01-01 1% 210.00 190.00 25.00 1.00
VER1802 VER1802-17 15635 NL Senior Consultant No 2024-01-10 2024-06-29 1% 205.00 190.00 6.50 6.50
VER1802 VER1802-24 16004 BE Senior Consultant No 2024-07-01 2025-01-01 3% 205.00 190.00 28.50 23.50
VER2383 VER2383-1 15570 NL Business Associate No 2025-01-02 2026-01-01 0% 285.00 285.00 10.00 0.50
VER2383 VER2383-6 15570 NL Business Associate No 2025-01-02 2026-01-01 1% 285.00 285.00 30.25 16.25
VER2383 VER2383-2 15076 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 207.00 10.00 0.00
VER2383 VER2383-8 15076 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 207.00 22.00 16.50
VER2383 VER2383-3 16004 BE Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 197.00 10.00 0.00
VER2383 VER2383-9 16004 BE Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 197.00 22.00 0.00
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
VER1312 15570
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1312 15570
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1312 15570
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1312 15570
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1312 15570
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1802 15570
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER1802 15076
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1802 16004
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER1802 16004
0.21
0.00
0.21
 - - - - - - - - - - -
0.21
0.00
0.21
VER2383 15570
0.84
0.00
0.84
0.77
0.50
0.27
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
0.50
9.46
VER2383 15570
2.55
3.50
-0.95
2.32
4.50
-2.18
2.43
2.25
0.18
2.55
1.00
1.55
2.55
3.50
-0.95
2.43
1.50
0.93
2.67
0.00
2.67
2.43
0.00
2.43
2.55
0.00
2.55
2.67
0.00
2.67
2.32
0.00
2.32
2.66
0.00
2.66
30.13
16.25
13.88
VER2383 15076
0.84
0.00
0.84
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
0.00
9.96
VER2383 15076
1.85
6.00
-4.15
1.69
2.00
-0.31
1.77
3.50
-1.73
1.85
1.50
0.35
1.86
3.00
-1.14
1.77
0.50
1.27
1.94
0.00
1.94
1.77
0.00
1.77
1.85
0.00
1.85
1.94
0.00
1.94
1.69
0.00
1.69
1.94
0.00
1.94
21.92
16.50
5.42
VER2383 16004
0.84
0.00
0.84
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
0.00
9.96
VER2383 16004
1.85
0.00
1.85
1.69
0.00
1.69
1.77
0.00
1.77
1.85
0.00
1.85
1.86
0.00
1.86
1.77
0.00
1.77
1.94
0.00
1.94
1.77
0.00
1.77
1.85
0.00
1.85
1.94
0.00
1.94
1.69
0.00
1.69
1.94
0.00
1.94
21.92
0.00
21.92