Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1000801

Account Name

1000801
Associated Projects
Project ID Project Name
VER1657 VER1657
VER2343 VER2343
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 6.90h, Written: 0.50h, Difference: 6.40h (7%)

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

£24k

 

Planned Fees

£21k

Discount:
£-3k (-12.5%)

Corrected Fees

£21k

Scope Change:
£0k (0.0%)

Written Hours

£12k

Unrealised:
£-9k (-42.4%)

Revenue Assigned

£17k

Leakage:
£5k (38.8%)

Invoiced

£14k

Billing:
£-2k (-14.8%)

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 £10k £10k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £13k £11k £11k £8k £1k £-3k
2024 £11k £9k £9k £4k £16k £17k
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 £-1k
(-9.3%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £13k £-1k
(-10.8%) 		£0k
(0.0%) 		£-3k
(-29.9%) 		£-7k
(-89.9%) 		£-4k
(-440.9%)
2024 £11k £-2k
(-14.5%) 		£0k
(0.0%) 		£-5k
(-57.9%) 		£12k
(303.1%) 		£1k
(7.2%)
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 £1k £1k £3k £2k £2k £2k £2k £2k £2k £2k £2k £2k £24k
Planned £1k £1k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £22k
Corrected £1k £1k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £22k
Written £3k - - £0k £2k £2k - - - - - - £8k
Revenue £-1k £0k £0k £0k £2k - - - - - - - £1k
Invoiced - - £-3k - - - - - - - - - £-3k
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 £11k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Written - - - - - - - £1k £3k - - - £4k
Revenue £1k - - £3k £1k - - £7k £2k - - £1k £16k
Invoiced - £14k - - - - - - - - £3k - £17k
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
VER1657 VER1657-8 128 NL Partner No 2023-12-01 2025-04-01 1% 375.00 267.00 15.00 16.00
VER1657 VER1657-2 15403 NL Senior Manager No 2023-12-01 2025-04-01 0% 250.00 233.00 1.00 0.00
VER1657 VER1657-4 15199 NL Manager No 2023-12-01 2025-04-01 0% 225.00 211.00 1.00 0.00
VER1657 VER1657-9 15726 NL Senior Consultant No 2023-12-01 2025-04-01 1% 197.50 189.00 40.00 14.50
VER1657 VER1657-1 128 NL Partner No 2024-08-28 2025-04-01 0% 397.50 267.00 1.00 0.00
VER1657 VER1657-3 15726 NL Senior Consultant No 2024-08-29 2025-04-01 0% 205.00 189.00 1.00 0.00
VER2343 VER2343-1 128 NL Director No 2025-03-03 2026-01-01 0% 312.50 274.00 1.00 0.00
VER2343 VER2343-6 128 NL Director No 2025-03-03 2026-01-01 1% 312.50 274.00 25.00 8.50
VER2343 VER2343-2 15726 NL Senior Consultant No 2025-03-03 2026-01-01 0% 210.00 194.00 1.00 0.00
VER2343 VER2343-7 15726 NL Senior Consultant No 2025-03-03 2026-01-01 2% 210.00 194.00 40.00 2.50
VER2343 VER2343-9 15659 NL Senior Consultant No 2025-05-01 2026-01-01 0% 210.00 194.00 1.00 0.00
VER2343 VER2343-10 15659 NL Senior Consultant No 2025-05-01 2026-01-01 1% 210.00 194.00 20.00 11.00
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
VER1657 128
0.99
7.00
-6.01
0.86
0.00
0.86
0.91
0.00
0.91
0.04
0.00
0.04
 - - - - - - - -
2.80
7.00
-4.20
VER1657 15403
0.07
0.00
0.07
0.06
0.00
0.06
0.06
0.00
0.06
0.00
0.00
0.00
 - - - - - - - -
0.19
0.00
0.19
VER1657 15199
0.07
0.00
0.07
0.06
0.00
0.06
0.06
0.00
0.06
0.00
0.00
0.00
 - - - - - - - -
0.19
0.00
0.19
VER1657 15726
2.65
6.50
-3.85
2.30
0.00
2.30
2.42
0.00
2.42
0.11
0.00
0.11
 - - - - - - - -
7.48
6.50
0.98
VER1657 128
0.15
0.00
0.15
0.13
0.00
0.13
0.13
0.00
0.13
0.01
0.00
0.01
 - - - - - - - -
0.42
0.00
0.42
VER1657 15726
0.15
0.00
0.15
0.13
0.00
0.13
0.13
0.00
0.13
0.01
0.00
0.01
 - - - - - - - -
0.42
0.00
0.42
VER2343 128 - -
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.09
0.00
0.09
0.11
0.00
0.11
1.00
0.00
1.00
VER2343 128 - -
2.40
0.00
2.40
2.51
0.50
2.01
2.51
3.00
-0.49
2.40
5.00
-2.60
2.63
0.00
2.63
2.40
0.00
2.40
2.51
0.00
2.51
2.62
0.00
2.62
2.28
0.00
2.28
2.63
0.00
2.63
24.89
8.50
16.39
VER2343 15726 - -
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
0.09
0.00
0.09
0.11
0.00
0.11
1.00
0.00
1.00
VER2343 15726 - -
3.84
0.00
3.84
4.02
0.00
4.02
4.02
1.00
3.02
3.83
1.50
2.33
4.20
0.00
4.20
3.84
0.00
3.84
4.02
0.00
4.02
4.20
0.00
4.20
3.65
0.00
3.65
4.20
0.00
4.20
39.82
2.50
37.32
VER2343 15659 - - - -
0.12
0.00
0.12
0.12
0.00
0.12
0.13
0.00
0.13
0.12
0.00
0.12
0.13
0.00
0.13
0.13
0.00
0.13
0.11
0.00
0.11
0.13
0.00
0.13
0.99
0.00
0.99
VER2343 15659 - - - -
2.50
7.00
-4.50
2.39
4.00
-1.61
2.61
0.00
2.61
2.39
0.00
2.39
2.50
0.00
2.50
2.61
0.00
2.61
2.27
0.00
2.27
2.62
0.00
2.62
19.89
11.00
8.89