Client Analysis

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Client Metadata

Account ID

1000471

Account Name

1000471
Associated Projects
Project ID Project Name
VER1737 VER1737
VER2257 VER2257
VER466 VER466
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 10.28h, Written: 9.00h, Difference: 1.28h (88%)

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

£52k

 

Planned Fees

£46k

Discount:
£-6k (-11.7%)

Corrected Fees

£40k

Scope Change:
£-6k (-13.7%)

Written Hours

£37k

Unrealised:
£-2k (-6.0%)

Revenue Assigned

£36k

Leakage:
£-2k (-4.7%)

Invoiced

£55k

Billing:
£20k (55.0%)

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 £10k £8k £24k
2024 £36k £32k £25k £28k £28k £31k
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
(-8.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £16k £-1k
(-9.0%) 		£-0k
(-0.1%) 		£-5k
(-33.4%) 		£-2k
(-19.0%) 		£17k
(212.5%)
2024 £36k £-5k
(-12.9%) 		£-6k
(-19.9%) 		£2k
(9.7%) 		£0k
(0.3%) 		£3k
(10.9%)
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 £25k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £25k
Written £4k - £1k £2k £2k £2k - - - - - - £10k
Revenue £4k £0k £1k £2k £1k - - - - - - - £8k
Invoiced - £24k - - - - - - - - - - £24k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £3k £3k £3k £3k £3k £4k £4k £4k £36k
Planned £2k £2k £2k £2k £3k £2k £3k £2k £2k £4k £3k £3k £32k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £3k £3k £3k £25k
Written £2k £0k £2k £3k £2k £2k £2k £1k £2k £8k £2k £2k £28k
Revenue - £3k £1k £3k £2k £2k £2k £0k £2k £8k £2k £2k £28k
Invoiced - £23k - £1k £2k £1k £1k - - £2k - - £31k
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
VER1737 VER1737-1 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 248.50 4.00 5.00
VER1737 VER1737-5 15449 NL Director No 2024-01-02 2025-01-01 1% 305.00 248.50 12.00 12.00
VER1737 VER1737-2 15292 NL Manager No 2024-01-02 2025-01-01 1% 235.00 208.00 20.00 30.00
VER1737 VER1737-6 15292 NL Manager No 2024-01-02 2025-01-01 3% 235.00 208.00 64.50 64.50
VER1737 VER1737-7 15659 NL Senior Consultant No 2024-10-01 2025-01-01 4% 205.00 187.50 21.00 21.00
VER2257 VER2257-2 15292 NL Manager No 2025-01-02 2026-01-01 0% 242.50 216.00 1.00 0.00
VER2257 VER2257-6 15292 NL Manager No 2025-01-02 2026-01-01 2% 242.50 216.00 48.00 27.50
VER2257 VER2257-3 15659 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 194.50 1.00 0.00
VER2257 VER2257-5 15659 NL Senior Consultant No 2025-01-02 2026-01-01 3% 210.00 194.50 72.00 19.00
VER466 VER466-8 15449 NL Director No 2022-01-13 2024-01-01 0% 305.00 220.00 20.00 14.50
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
VER1737 15449
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1737 15449
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1737 15292
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1737 15292
0.24
0.00
0.24
 - - - - - - - - - - -
0.24
0.00
0.24
VER1737 15659
0.31
0.00
0.31
 - - - - - - - - - - -
0.31
0.00
0.31
VER2257 15292
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
VER2257 15292
4.05
12.50
-8.45
3.68
0.00
3.68
3.86
4.00
-0.14
4.05
4.00
0.05
4.04
3.00
1.04
3.86
4.00
-0.14
4.23
0.00
4.23
3.86
0.00
3.86
4.05
0.00
4.05
4.23
0.00
4.23
3.68
0.00
3.68
4.23
0.00
4.23
47.82
27.50
20.32
VER2257 15659
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
VER2257 15659
6.07
5.00
1.07
5.52
0.00
5.52
5.79
0.00
5.79
6.07
5.00
1.07
6.07
5.00
1.07
5.79
4.00
1.79
6.34
0.00
6.34
5.79
0.00
5.79
6.07
0.00
6.07
6.35
0.00
6.35
5.52
0.00
5.52
6.34
0.00
6.34
71.72
19.00
52.72