Client Analysis

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Client Metadata

Account ID

1000578

Account Name

1000578
Associated Projects
Project ID Project Name
VER1054 VER1054
VER1713 VER1713
VER1740 VER1740
VER1840 VER1840
VER2563 VER2563
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 6.97h, Written: 15.00h, Difference: -8.03h (215%)

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

£101k

 

Planned Fees

£87k

Discount:
£-14k (-13.5%)

Corrected Fees

£66k

Scope Change:
£-22k (-24.7%)

Written Hours

£127k

Unrealised:
£62k (93.9%)

Revenue Assigned

£117k

Leakage:
£-11k (-8.3%)

Invoiced

£93k

Billing:
£-23k (-20.1%)

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)		 £11k £8k £6k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £20k £15k £13k £27k £21k £22k
2024 £80k £72k £52k £101k £96k £71k
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 £-4k
(-32.0%) 		£-1k
(-17.9%) 		- - -
2025 (Actual)
(Up to July 2025)		 £20k £-5k
(-25.3%) 		£-2k
(-12.3%) 		£13k
(97.9%) 		£-6k
(-22.6%) 		£2k
(8.4%)
2024 £80k £-8k
(-10.5%) 		£-20k
(-27.4%) 		£48k
(92.8%) 		£-5k
(-4.5%) 		£-25k
(-26.2%)
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 £2k £2k £2k £2k £4k £4k £4k £2k £2k £2k £2k £2k £32k
Planned £2k £1k £1k £2k £3k £3k £3k £2k £2k £2k £1k £2k £23k
Corrected £1k £1k £1k £1k £3k £3k £3k £1k £1k £1k £1k £1k £20k
Written £3k £2k £7k £3k £5k £6k - - - - - - £27k
Revenue £3k £2k £7k £3k £5k - - - - - - - £21k
Invoiced £3k £3k £2k £7k £3k £4k - - - - - - £22k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £6k £14k £4k £9k £9k £8k £9k £9k £4k £4k £2k £2k £80k
Planned £6k £14k £3k £8k £8k £7k £8k £8k £3k £4k £2k £2k £72k
Corrected £5k £14k £2k £4k £5k £4k £5k £5k £3k £3k £1k £1k £52k
Written £10k £19k £6k £16k £12k £11k £4k £4k £9k £5k £2k £3k £101k
Revenue £5k £12k £16k £17k £12k £11k £4k £4k £6k £5k £2k £3k £96k
Invoiced - - - £2k £30k £5k £3k - £18k - £10k £2k £71k
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
VER1054 VER1054-5 15561 NL Senior Manager No 2023-01-02 2024-02-01 1% 250.00 178.50 30.00 71.50
VER1713 VER1713-3 128 NL Partner No 2024-01-02 2026-01-01 0% 397.50 193.70 10.00 0.00
VER1713 VER1713-4 15441 NL Senior Consultant No 2024-01-02 2026-01-01 0% 205.00 86.00 10.00 0.00
VER1713 VER1713-6 82 NL Senior Manager No 2024-01-09 2026-01-01 1% 262.50 182.95 26.50 25.50
VER1713 VER1713-2 3023 NL Senior Manager No 2024-01-09 2026-01-01 2% 262.50 182.95 100.00 382.50
VER1713 VER1713-1 15689 NL Business Support No 2024-04-01 2026-01-01 0% 193.70 193.70 5.00 5.00
VER1713 VER1713-8 100 NL Partner No 2024-11-04 2026-01-01 0% 397.50 193.70 5.00 11.50
VER1713 VER1713-7 6 NL Senior Manager No 2024-11-08 2026-01-01 0% 262.50 182.95 1.00 1.00
VER1713 VER1713-9 15757 NL Consultant No 2024-11-13 2026-01-01 0% 172.50 86.00 1.00 3.00
VER1740 VER1740-1 15561 NL Senior Manager No 2024-01-23 2024-03-02 9% 262.50 275.00 20.00 20.00
VER1740 VER1740-2 15441 NL Senior Consultant No 2024-01-23 2024-03-02 26% 205.00 195.00 60.00 60.00
VER1740 VER1740-4 15441 NL Senior Consultant No 2024-09-09 2024-11-01 6% 205.00 195.00 20.00 20.00
VER1840 VER1840-3 15726 NL Senior Consultant No 2024-03-22 2024-08-31 4% 205.00 195.00 40.00 40.00
VER1840 VER1840-1 15561 NL Senior Manager No 2024-03-25 2024-08-31 1% 262.50 275.00 5.00 5.00
VER1840 VER1840-2 3023 NL Senior Manager No 2024-03-25 2024-08-31 1% 262.50 275.00 10.00 28.50
VER1840 VER1840-4 15890 NL Interim No 2024-04-08 2024-08-31 5% 140.00 140.00 38.00 38.00
VER2563 VER2563-1 15561 NL Senior Manager No 2025-05-01 2025-08-01 1% 270.00 275.00 6.00 5.50
VER2563 VER2563-2 15441 NL Senior Consultant No 2025-05-13 2025-08-01 4% 210.00 195.00 17.00 17.00
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
VER1713 128
0.44
0.00
0.44
0.38
0.00
0.38
0.40
0.00
0.40
0.42
0.00
0.42
0.42
0.00
0.42
0.40
0.00
0.40
0.44
0.00
0.44
0.40
0.00
0.40
0.43
0.00
0.43
0.44
0.00
0.44
0.39
0.00
0.39
0.44
0.00
0.44
5.00
0.00
5.00
VER1713 15441
0.44
0.00
0.44
0.38
0.00
0.38
0.40
0.00
0.40
0.42
0.00
0.42
0.42
0.00
0.42
0.40
0.00
0.40
0.44
0.00
0.44
0.40
0.00
0.40
0.43
0.00
0.43
0.44
0.00
0.44
0.39
0.00
0.39
0.44
0.00
0.44
5.00
0.00
5.00
VER1713 82
1.18
0.00
1.18
1.02
4.00
-2.98
1.07
0.00
1.07
1.13
0.00
1.13
1.13
3.00
-1.87
1.07
0.00
1.07
1.18
0.00
1.18
1.07
0.00
1.07
1.13
0.00
1.13
1.17
0.00
1.17
1.02
0.00
1.02
1.17
0.00
1.17
13.34
7.00
6.34
VER1713 3023
4.44
17.00
-12.56
3.86
7.00
-3.14
4.06
37.50
-33.44
4.25
12.50
-8.25
4.25
18.00
-13.75
4.05
13.00
-8.95
4.44
0.00
4.44
4.05
0.00
4.05
4.25
0.00
4.25
4.44
0.00
4.44
3.86
0.00
3.86
4.45
0.00
4.45
50.40
105.00
-54.60
VER1713 15689
0.25
0.00
0.25
0.22
0.00
0.22
0.22
0.00
0.22
0.24
0.00
0.24
0.24
0.00
0.24
0.23
0.00
0.23
0.25
0.00
0.25
0.22
0.00
0.22
0.24
0.00
0.24
0.25
0.00
0.25
0.22
0.00
0.22
0.26
0.00
0.26
2.84
0.00
2.84
VER1713 100
0.38
0.00
0.38
0.33
0.00
0.33
0.35
2.50
-2.15
0.36
2.50
-2.14
0.36
1.50
-1.14
0.35
0.00
0.35
0.38
0.00
0.38
0.34
0.00
0.34
0.36
0.00
0.36
0.38
0.00
0.38
0.33
0.00
0.33
0.37
0.00
0.37
4.29
6.50
-2.21
VER1713 6
0.08
0.00
0.08
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.08
0.00
0.08
0.07
0.00
0.07
0.07
0.00
0.07
0.08
0.00
0.08
0.07
0.00
0.07
0.08
0.00
0.08
0.88
0.00
0.88
VER1713 15757
0.08
0.00
0.08
0.07
0.00
0.07
0.07
0.00
0.07
0.08
0.00
0.08
0.08
0.00
0.08
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.07
0.00
0.07
0.87
0.00
0.87
VER2563 15561 - - - -
1.97
0.00
1.97
1.88
5.50
-3.62
2.06
0.00
2.06
0.09
0.00
0.09
 - - - -
6.00
5.50
0.50
VER2563 15441 - - - -
4.03
6.00
-1.97
6.05
11.00
-4.95
6.63
0.00
6.63
0.29
0.00
0.29
 - - - -
17.00
17.00
0.00