Client Analysis

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Client Metadata

Account ID

1000797

Account Name

1000797
Associated Projects
Project ID Project Name
VER1797 VER1797
VER2389 VER2389
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 5.90h, Written: 8.75h, Difference: -2.85h (148%)

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

£22k

 

Planned Fees

£20k

Discount:
£-1k (-5.8%)

Corrected Fees

£19k

Scope Change:
£-2k (-8.1%)

Written Hours

£23k

Unrealised:
£4k (21.8%)

Revenue Assigned

£22k

Leakage:
£-1k (-5.8%)

Invoiced

£22k

Billing:
£0k (0.3%)

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)		 £7k £7k £7k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £10k £10k £10k £9k £8k £10k
2024 £12k £11k £9k £14k £14k £12k
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)		 £7k £-0k
(-5.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £10k £-1k
(-5.2%) 		£-0k
(-0.1%) 		£-0k
(-3.1%) 		£-1k
(-14.5%) 		£2k
(25.3%)
2024 £12k £-1k
(-6.4%) 		£-2k
(-15.1%) 		£4k
(47.4%) 		£0k
(0.0%) 		£-2k
(-14.0%)
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 £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £17k
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 £2k £2k £1k £2k £0k £1k - - - - - - £9k
Revenue - - - - £8k - - - - - - - £8k
Invoiced £2k - - - - £8k - - - - - - £10k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £12k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £11k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Written £3k £2k £2k £1k £1k £1k £0k - - £1k £1k £2k £14k
Revenue - £4k £2k £1k £1k £1k £0k - £0k £1k £0k £2k £14k
Invoiced - - - - - £8k - - - - - £3k £12k
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
VER1797 VER1797-1 15570 NL Business Associate No 2024-01-02 2025-01-01 1% 265.00 265.00 25.00 41.50
VER1797 VER1797-2 15441 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 175.00 15.50 15.50
VER2389 VER2389-1 15570 NL Business Associate No 2025-01-02 2026-01-01 2% 275.00 275.00 40.00 22.75
VER2389 VER2389-2 15441 NL Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 180.00 30.00 16.50
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
VER1797 15570
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER1797 15441
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2389 15570
3.37
5.75
-2.38
3.07
3.50
-0.43
3.22
4.25
-1.03
3.37
5.25
-1.88
3.37
1.75
1.62
3.22
2.25
0.97
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
22.75
17.10
VER2389 15441
2.53
3.50
-0.97
2.30
5.50
-3.20
2.41
0.00
2.41
2.53
3.50
-0.97
2.53
0.00
2.53
2.41
4.00
-1.59
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
16.50
13.38