Client Analysis

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Client Metadata

Account ID

1000718

Account Name

1000718
Associated Projects
Project ID Project Name
VER1951 VER1951
VER2009 VER2009
VER2031 VER2031
VER2104 VER2104
VER2368 VER2368
VER2532 VER2532
Flag Summary

Project Allocations, Resources Overallocated: 0 1

Timewriting (April 2025): Corrected: 304.77h, Written: 70.50h, Difference: 234.27h (23%)

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

£601k

 

Planned Fees

£516k

Discount:
£-85k (-14.1%)

Corrected Fees

£454k

Scope Change:
£-62k (-12.0%)

Written Hours

£451k

Unrealised:
£-3k (-0.6%)

Revenue Assigned

£356k

Leakage:
£-96k (-21.2%)

Invoiced

£295k

Billing:
£-61k (-17.2%)

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)		 £290k £276k £211k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £363k £321k £270k £247k £151k £124k
2024 £238k £195k £184k £204k £204k £170k
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)		 £290k £-14k
(-4.8%) 		£-65k
(-23.5%) 		- - -
2025 (Actual)
(Up to July 2025)		 £363k £-42k
(-11.5%) 		£-51k
(-15.8%) 		£-23k
(-8.5%) 		£-96k
(-38.8%) 		£-27k
(-18.0%)
2024 £238k £-43k
(-17.9%) 		£-11k
(-5.7%) 		£20k
(11.0%) 		£0k
(0.0%) 		£-34k
(-16.5%)
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 £24k £16k £17k £77k £76k £73k £79k £73k £76k £50k £42k £49k £652k
Planned £18k £12k £13k £70k £69k £66k £72k £66k £69k £50k £42k £49k £597k
Corrected £20k £12k £13k £57k £56k £53k £59k £53k £56k £36k £30k £35k £481k
Written £39k £18k £22k £10k £72k £80k £6k - - - - - £247k
Revenue £39k £18k £22k £9k £63k - - - - - - - £151k
Invoiced £31k £23k £18k £22k £9k £21k - - - - - - £124k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - £0k £7k £26k £34k £34k £32k £45k £32k £28k £238k
Planned - - - £0k £7k £21k £28k £28k £27k £37k £26k £22k £195k
Corrected - - - £0k £6k £19k £25k £26k £25k £33k £27k £24k £184k
Written - - - - £11k £23k £31k £34k £19k £35k £29k £23k £204k
Revenue - - - - £11k £23k £31k £34k £19k £35k £29k £23k £204k
Invoiced - - - - - £11k £23k £31k £34k £13k £41k £19k £170k
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
VER1951 VER1951-7 15697 ZA Manager No 2024-04-29 2024-11-30 4% 142.50 211.50 45.00 26.00
VER1951 VER1951-3 15649 NL Consultant No 2024-05-02 2024-11-30 7% 172.50 155.25 80.00 64.00
VER1951 VER1951-1 108 NL Director No 2024-05-13 2024-11-30 3% 305.00 274.50 40.00 37.00
VER1951 VER1951-2 15685 GB Manager No 2024-05-17 2024-10-01 7% 267.44 211.50 51.00 51.00
VER2009 VER2009-1 15649 NL Consultant No 2024-06-03 2025-04-01 59% 172.50 131.25 1032.00 1455.00
VER2031 VER2031-1 903 NL Partner No 2024-07-09 2025-01-01 1% 397.50 357.75 8.00 0.00
VER2031 VER2031-3 15649 NL Consultant No 2024-07-09 2025-01-01 8% 172.50 155.25 80.00 30.00
VER2031 VER2031-2 108 NL Director No 2024-07-10 2025-01-01 4% 305.00 274.50 40.00 59.00
VER2104 VER2104-2 15765 NL Consultant No 2024-09-30 2025-02-01 17% 172.50 128.25 120.00 128.00
VER2104 VER2104-1 15074 SE Senior Manager No 2024-10-08 2024-11-01 13% 264.24 236.25 20.00 20.00
VER2104 VER2104-4 16017 NL Senior Manager No 2024-11-01 2025-02-01 4% 262.50 236.25 20.00 60.00
VER2368 VER2368-1 15649 NL Consultant No 2025-04-01 2025-10-01 95% 175.00 133.75 1008.00 340.50
VER2532 VER2532-1 108 NL Director No 2025-04-01 2026-05-30 11% 312.50 312.50 264.00 60.00
VER2532 VER2532-3 16017 NL Senior Manager No 2025-04-01 2026-05-30 29% 270.00 270.00 696.00 123.00
VER2532 VER2532-2 15987 NL Manager No 2025-04-01 2026-05-30 25% 242.50 242.50 616.00 153.50
VER2532 VER2532-4 15765 NL Consultant No 2025-04-01 2026-05-30 0% 175.00 175.00 0.00 0.00
VER2532 VER2532-6 15838 NL Consultant No 2025-04-01 2026-05-30 10% 175.00 175.00 248.00 153.00
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
VER2009 15649
109.38
173.00
-63.62
95.11
138.00
-42.89
99.87
168.00
-68.13
4.76
0.00
4.76
 - - - - - - - -
309.12
479.00
-169.88
VER2031 903
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2031 15649
0.63
0.00
0.63
 - - - - - - - - - - -
0.63
0.00
0.63
VER2031 108
0.32
0.00
0.32
 - - - - - - - - - - -
0.32
0.00
0.32
VER2104 15765
30.67
60.00
-29.33
 - - - - - - - - - - -
30.67
60.00
-29.33
VER2104 16017
6.97
37.00
-30.03
 - - - - - - - - - - -
6.97
37.00
-30.03
VER2368 15649 - - -
168.00
68.50
99.50
168.00
157.00
11.00
160.36
115.00
45.36
175.64
0.00
175.64
160.36
0.00
160.36
168.00
0.00
168.00
7.64
0.00
7.64
 - -
1008.00
340.50
667.50
VER2532 108 - - -
19.11
0.00
19.11
19.10
26.50
-7.40
18.24
33.50
-15.26
19.97
0.00
19.97
18.24
0.00
18.24
19.11
0.00
19.11
19.97
0.00
19.97
17.37
0.00
17.37
19.97
0.00
19.97
171.08
60.00
111.08
VER2532 16017 - - -
50.37
2.00
48.37
50.37
53.00
-2.63
48.08
68.00
-19.92
52.66
0.00
52.66
48.08
0.00
48.08
50.37
0.00
50.37
52.66
0.00
52.66
45.79
0.00
45.79
52.66
0.00
52.66
451.04
123.00
328.04
VER2532 15987 - - -
44.58
0.00
44.58
44.58
77.50
-32.92
42.55
76.00
-33.45
46.61
12.00
34.61
42.55
0.00
42.55
44.58
0.00
44.58
46.60
0.00
46.60
40.53
0.00
40.53
46.61
0.00
46.61
399.19
165.50
233.69
VER2532 15838 - - -
17.95
0.00
17.95
17.95
56.00
-38.05
17.13
97.00
-79.87
18.76
20.00
-1.24
17.13
0.00
17.13
17.95
0.00
17.95
18.76
0.00
18.76
16.32
0.00
16.32
18.76
0.00
18.76
160.71
173.00
-12.29