Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1000773

Account Name

1000773
Associated Projects
Project ID Project Name
VER1751 VER1751
VER2418 VER2418
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 7.00h, Written: 3.00h, Difference: 4.00h (43%)

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

£29k

 

Planned Fees

£26k

Discount:
£-3k (-10.0%)

Corrected Fees

£26k

Scope Change:
£0k (0.0%)

Written Hours

£19k

Unrealised:
£-7k (-27.4%)

Revenue Assigned

£17k

Leakage:
£-1k (-6.7%)

Invoiced

£18k

Billing:
£0k (1.9%)

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)		 £8k £7k £7k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £11k £10k £10k £5k £4k £4k
2024 £18k £16k £16k £14k £14k £13k
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)		 £8k £-1k
(-10.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £11k £-1k
(-10.2%) 		£0k
(0.0%) 		£-5k
(-49.6%) 		£-1k
(-25.3%) 		£1k
(19.0%)
2024 £18k £-2k
(-9.9%) 		£0k
(0.0%) 		£-2k
(-13.7%) 		£0k
(0.0%) 		£-0k
(-2.7%)
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 £1k £2k £2k £2k £2k £2k £2k £2k £2k £1k £2k £19k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £17k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £17k
Written £1k £0k £0k £1k £1k £1k - - - - - - £5k
Revenue - £2k £0k £1k £1k - - - - - - - £4k
Invoiced £0k - £2k £0k £1k £1k - - - - - - £4k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £2k £1k £2k £1k £1k £2k £1k £1k £18k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £16k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £16k
Written £1k £0k - £6k £1k £0k - - - £3k £1k £0k £14k
Revenue - £2k - £6k £1k £0k - - £0k £3k £1k £0k £14k
Invoiced - - £2k - £6k - - £1k - - £3k £1k £13k
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
VER1751 VER1751-2 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 258.00 10.00 6.00
VER1751 VER1751-3 15659 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 187.00 24.00 26.50
VER1751 VER1751-1 15339 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 187.00 48.00 39.00
VER2418 VER2418-2 15449 NL Director No 2025-01-02 2026-01-01 0% 312.50 267.00 8.00 0.00
VER2418 VER2418-3 15076 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 245.00 5.00 5.00
VER2418 VER2418-1 15339 NL Manager No 2025-01-02 2026-01-01 2% 242.50 215.00 40.00 13.50
VER2418 VER2418-5 15757 NL Consultant No 2025-01-02 2026-01-01 1% 175.00 164.00 30.00 5.00
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
VER1751 15449
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1751 15659
0.09
0.00
0.09
 - - - - - - - - - - -
0.09
0.00
0.09
VER1751 15339
0.18
0.00
0.18
 - - - - - - - - - - -
0.18
0.00
0.18
VER2418 15449
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
VER2418 15076
0.42
5.00
-4.58
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
4.98
5.00
-0.02
VER2418 15339
3.37
1.00
2.37
3.07
2.00
1.07
3.22
0.50
2.72
3.37
3.00
0.37
3.37
5.00
-1.63
3.22
2.00
1.22
3.52
0.00
3.52
3.22
0.00
3.22
3.37
0.00
3.37
3.53
0.00
3.53
3.06
0.00
3.06
3.53
0.00
3.53
39.85
13.50
26.35
VER2418 15757
2.53
0.00
2.53
2.30
0.00
2.30
2.41
0.00
2.41
2.53
0.00
2.53
2.53
2.00
0.53
2.41
3.00
-0.59
2.64
0.00
2.64
2.42
0.00
2.42
2.53
0.00
2.53
2.64
0.00
2.64
2.30
0.00
2.30
2.64
0.00
2.64
29.88
5.00
24.88