Client Analysis

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Client Metadata

Account ID

1000685

Account Name

1000685
Associated Projects
Project ID Project Name
VER1376 VER1376
VER1467 VER1467
VER1762 VER1762
VER1775 VER1775
VER1904 VER1904
VER2465 VER2465
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 59.86h, Written: 55.00h, Difference: 4.86h (92%)

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

£192k

 

Planned Fees

£170k

Discount:
£-21k (-11.2%)

Corrected Fees

£196k

Scope Change:
£26k (15.0%)

Written Hours

£153k

Unrealised:
£-43k (-22.1%)

Revenue Assigned

£145k

Leakage:
£-7k (-4.7%)

Invoiced

£62k

Billing:
£-83k (-57.2%)

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)		 £26k £20k £20k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £39k £30k £33k £26k £6k £14k
2024 £152k £140k £163k £127k £139k £48k
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)		 £26k £-5k
(-21.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £39k £-9k
(-23.1%) 		£2k
(8.0%) 		£-7k
(-21.3%) 		£-20k
(-76.4%) 		£8k
(127.3%)
2024 £152k £-12k
(-8.1%) 		£23k
(16.5%) 		£-36k
(-22.3%) 		£13k
(9.9%) 		£-91k
(-65.2%)
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 £5k £15k £5k £5k £5k £5k £5k £5k £5k £5k £65k
Planned £2k £1k £4k £12k £4k £4k £4k £4k £4k £4k £4k £4k £50k
Corrected £4k £1k £4k £12k £4k £4k £4k £4k £4k £4k £4k £4k £53k
Written £3k £7k - £11k - - £4k - - - - - £26k
Revenue - - £5k £2k £-1k - - - - - - - £6k
Invoiced - - - £5k £9k - - - - - - - £14k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £52k £42k £47k £1k £1k £1k £1k £1k £1k £1k £1k £1k £152k
Planned £53k £36k £41k £1k £1k £1k £1k £1k £1k £1k £1k £1k £140k
Corrected £53k £36k £43k £4k £4k £3k £4k £4k £3k £4k £3k £4k £163k
Written £33k £34k £43k £7k - £3k £3k - - £5k - £0k £127k
Revenue £30k £30k £33k £37k £2k £8k - - - - - - £139k
Invoiced - £10k - - - £21k £8k - - - £8k - £48k
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
VER1376 VER1376-3 15332 NL Senior Consultant No 2023-03-01 2024-02-01 3% 197.50 250.00 64.00 26.50
VER1376 VER1376-4 172 NL Senior Manager No 2023-03-01 2024-02-01 3% 250.00 250.00 64.00 61.00
VER1376 VER1376-5 15680 NL Consultant No 2024-01-02 2024-02-01 35% 172.50 250.00 64.00 0.00
VER1467 VER1467-2 901 NL Partner No 2023-07-17 2024-02-01 8% 375.00 325.00 88.00 70.00
VER1467 VER1467-3 136 NL Senior Manager No 2023-07-17 2024-02-01 31% 250.00 250.00 352.00 354.00
VER1467 VER1467-1 15476 NL Consultant No 2023-07-17 2024-02-01 61% 165.00 137.50 704.00 767.00
VER1762 VER1762-1 136 NL Director No 2024-02-01 2024-03-30 29% 305.00 262.50 96.00 111.00
VER1762 VER1762-2 15623 NL Consultant No 2024-02-01 2024-03-30 57% 172.50 172.50 192.00 184.00
VER1762 VER1762-5 15476 NL Senior Consultant No 2024-03-01 2024-03-30 19% 205.00 205.00 32.00 10.00
VER1775 VER1775-5 15520 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 125.00 8.00 0.00
VER1775 VER1775-9 15606 NL Manager No 2024-01-02 2025-01-01 0% 235.00 125.00 8.00 0.00
VER1775 VER1775-8 15744 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 125.00 8.00 0.00
VER1775 VER1775-6 15390 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 125.00 8.00 16.00
VER1775 VER1775-7 10157 NL Director No 2024-01-02 2025-01-01 0% 305.00 125.00 8.00 20.00
VER1775 VER1775-26 15724 CH Director No 2024-02-01 2024-03-30 3% 434.90 125.00 10.00 0.00
VER1775 VER1775-25 10157 NL Director No 2024-02-01 2024-03-30 3% 305.00 125.00 10.00 6.00
VER1775 VER1775-24 15861 NL Manager No 2024-02-01 2024-03-30 3% 235.00 125.00 10.00 10.00
VER1775 VER1775-23 15839 NL Consultant No 2024-02-01 2024-03-30 9% 172.50 125.00 30.00 56.00
VER1775 VER1775-27 15723 NL Consultant No 2024-02-01 2027-01-01 0% 172.50 125.00 8.00 60.00
VER1775 VER1775-19 10157 NL Director No 2025-01-02 2026-01-01 0% 312.50 125.00 8.00 0.00
VER1775 VER1775-13 10157 NL Director No 2025-01-02 2026-01-01 0% 312.50 125.00 8.00 0.00
VER1775 VER1775-20 15390 NL Senior Consultant No 2025-01-02 2026-01-01 0% 205.00 125.00 8.00 0.00
VER1775 VER1775-14 15390 NL Senior Consultant No 2025-01-02 2026-01-01 0% 205.00 125.00 8.00 0.00
VER1775 VER1775-21 15520 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 125.00 8.00 0.00
VER1775 VER1775-15 15520 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 125.00 8.00 0.00
VER1775 VER1775-17 15606 NL Manager No 2025-01-02 2026-01-01 0% 242.50 125.00 8.00 0.00
VER1775 VER1775-11 15606 NL Manager No 2025-01-02 2026-01-01 0% 242.50 125.00 8.00 0.00
VER1775 VER1775-18 15744 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 125.00 8.00 0.00
VER1775 VER1775-12 15744 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 125.00 8.00 0.00
VER1775 VER1775-32 10157 NL Director No 2025-04-01 2025-04-12 28% 312.50 250.00 20.00 0.00
VER1775 VER1775-31 15723 NL Consultant No 2025-04-01 2025-04-12 28% 175.00 125.00 20.00 20.00
VER1904 VER1904-3 15332 NL Manager No 2024-03-01 2025-02-01 1% 235.00 425.00 20.00 4.00
VER1904 VER1904-4 172 NL Senior Manager No 2024-03-01 2025-02-01 3% 262.50 425.00 60.00 42.00
VER2465 VER2465-3 15332 NL Manager No 2025-03-03 2026-01-31 2% 242.50 250.00 36.00 9.00
VER2465 VER2465-2 172 NL Senior Manager No 2025-03-03 2026-01-31 5% 270.00 250.00 104.00 26.00
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
VER1775 15520
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1775 15606
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1775 15744
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1775 15390
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1775 10157
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1775 15723
0.24
6.00
-5.76
0.21
54.00
-53.79
0.22
0.00
0.22
0.23
0.00
0.23
0.23
0.00
0.23
0.22
0.00
0.22
0.24
0.00
0.24
0.22
0.00
0.22
0.23
0.00
0.23
0.24
0.00
0.24
0.21
0.00
0.21
0.24
0.00
0.24
2.73
60.00
-57.27
VER1775 10157
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 10157
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15390
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15390
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15520
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15520
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15606
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15606
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15744
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 15744
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER1775 10157 - - -
20.00
0.00
20.00
 - - - - - - - -
20.00
0.00
20.00
VER1775 15723 - - -
20.00
20.00
0.00
 - - - - - - - -
20.00
20.00
0.00
VER1904 15332
1.91
0.00
1.91
 - - - - - - - - - - -
1.91
0.00
1.91
VER1904 172
5.72
6.00
-0.28
 - - - - - - - - - - -
5.72
6.00
-0.28
VER2465 15332 - -
3.15
0.00
3.15
3.30
9.00
-5.70
3.30
0.00
3.30
3.15
0.00
3.15
3.45
17.50
-14.05
3.15
0.00
3.15
3.30
0.00
3.30
3.45
0.00
3.45
3.00
0.00
3.00
3.45
0.00
3.45
32.70
26.50
6.20
VER2465 172 - -
9.10
0.00
9.10
9.53
26.00
-16.47
9.53
0.00
9.53
9.10
0.00
9.10
9.97
0.00
9.97
9.10
0.00
9.10
9.53
0.00
9.53
9.97
0.00
9.97
8.67
0.00
8.67
9.97
0.00
9.97
94.47
26.00
68.47