Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1000444

Account Name

1000444
Associated Projects
Project ID Project Name
VER1730 VER1730
VER1978 VER1978
VER2300 VER2300
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 1.85h, Written: 0.00h, Difference: 1.85h (0%)

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

£41k

 

Planned Fees

£37k

Discount:
£-3k (-8.0%)

Corrected Fees

£36k

Scope Change:
£-1k (-2.4%)

Written Hours

£29k

Unrealised:
£-7k (-19.6%)

Revenue Assigned

£29k

Leakage:
£-0k (-0.6%)

Invoiced

£32k

Billing:
£3k (9.2%)

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)		 £2k £3k £3k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £3k £4k £4k £0k £0k £2k
2024 £37k £33k £33k £29k £29k £30k
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)		 £2k £0k
(19.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £3k £1k
(17.9%) 		£-0k
(-0.1%) 		£-4k
(-97.1%) 		£-0k
(-100.0%) 		£2k
(0.0%)
2024 £37k £-4k
(-10.3%) 		£-1k
(-2.6%) 		£-3k
(-10.4%) 		£-0k
(-0.2%) 		£1k
(3.3%)
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 £1k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £6k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £7k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £7k
Written - - - - - £0k - - - - - - £0k
Revenue - - £0k - £-0k - - - - - - - £0k
Invoiced - - £2k - - - - - - - - - £2k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £5k £6k £6k £5k £6k £5k £1k £37k
Planned £1k £1k £1k £1k £1k £5k £5k £5k £5k £5k £5k £1k £33k
Corrected £0k £0k £0k £0k £1k £4k £5k £5k £5k £5k £5k £0k £33k
Written £0k - £0k £0k £2k £4k £9k £5k £3k £5k £1k - £29k
Revenue - - £1k £1k £0k £0k £13k £5k £3k £5k £1k - £29k
Invoiced - - - £0k - £-0k - £1k - £27k £0k £1k £30k
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
VER1730 VER1730-2 128 NL Partner No 2024-01-02 2025-01-01 0% 397.50 321.50 4.00 1.00
VER1730 VER1730-8 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 222.00 0.00 0.00
VER1730 VER1730-7 15332 NL Manager No 2024-01-02 2025-01-01 0% 235.00 222.00 3.00 3.00
VER1730 VER1730-1 15292 NL Manager No 2024-01-02 2025-01-01 1% 235.00 222.00 16.00 13.50
VER1978 VER1978-1 15292 NL Manager No 2024-05-28 2024-11-30 7% 235.00 222.00 80.00 71.50
VER1978 VER1978-2 128 NL Partner No 2024-06-04 2024-11-30 3% 397.50 321.50 29.00 29.00
VER2300 VER2300-8 172 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 859.00 1.00 0.00
VER2300 VER2300-7 15332 NL Manager No 2025-01-02 2026-01-01 0% 242.50 859.00 1.00 0.00
VER2300 VER2300-2 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 330.00 4.00 0.00
VER2300 VER2300-1 15292 NL Manager No 2025-01-02 2026-01-01 1% 242.50 228.00 16.00 0.50
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
VER1730 128
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1730 15332
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1730 15292
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2300 172
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2300 15332
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2300 128
0.34
0.00
0.34
0.31
0.00
0.31
0.32
0.00
0.32
0.34
0.00
0.34
0.34
0.00
0.34
0.32
0.00
0.32
0.35
0.00
0.35
0.32
0.00
0.32
0.34
0.00
0.34
0.35
0.00
0.35
0.30
0.00
0.30
0.35
0.00
0.35
3.98
0.00
3.98
VER2300 15292
1.35
0.00
1.35
1.23
0.00
1.23
1.29
0.00
1.29
1.35
0.00
1.35
1.35
0.00
1.35
1.29
0.50
0.79
1.41
0.00
1.41
1.28
0.00
1.28
1.35
0.00
1.35
1.41
0.00
1.41
1.22
0.00
1.22
1.41
0.00
1.41
15.94
0.50
15.44