Client Analysis

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Client Metadata

Account ID

1000900

Account Name

1000900
Associated Projects
Project ID Project Name
VER1743 VER1743
VER2297 VER2297
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 7.55h, Written: 2.00h, Difference: 5.55h (26%)

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 (-9.2%)

Corrected Fees

£26k

Scope Change:
£0k (0.0%)

Written Hours

£18k

Unrealised:
£-8k (-31.4%)

Revenue Assigned

£13k

Leakage:
£-5k (-26.0%)

Invoiced

£20k

Billing:
£7k (51.9%)

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)		 £18k £16k £16k £9k £5k £12k
2024 £12k £10k £10k £10k £9k £9k
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
(-7.8%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £18k £-2k
(-8.6%) 		£0k
(0.0%) 		£-8k
(-47.1%) 		£-4k
(-46.3%) 		£7k
(154.5%)
2024 £12k £-1k
(-10.1%) 		£0k
(0.0%) 		£-1k
(-6.9%) 		£-1k
(-8.0%) 		£-0k
(-1.0%)
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 £1k £9k £2k £2k £2k £2k £2k £2k £2k £2k £1k £2k £26k
Planned £1k £8k £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £23k
Corrected £1k £8k £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £23k
Written - £2k £1k £0k £3k £2k - - - - - - £9k
Revenue - £1k £0k - £4k - - - - - - - £5k
Invoiced - £8k - £0k - £3k - - - - - - £12k
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 £10k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £10k
Written £1k £1k - £2k £0k £1k - £2k £0k £2k £1k £0k £10k
Revenue - £2k - £1k £0k £1k - £2k £0k £2k £1k £0k £9k
Invoiced - £8k - - - - - - - - £1k £0k £9k
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
VER1743 VER1743-5 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 238.00 6.00 2.00
VER1743 VER1743-4 15076 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 238.00 13.00 15.00
VER1743 VER1743-6 15486 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 183.00 6.00 4.00
VER1743 VER1743-3 15486 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 183.00 26.00 26.50
VER2297 VER2297-2 15076 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 245.00 10.00 6.00
VER2297 VER2297-7 15076 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 245.00 14.00 9.00
VER2297 VER2297-11 15757 NL Consultant No 2025-01-02 2026-01-01 1% 175.00 168.00 18.00 3.00
VER2297 VER2297-12 15757 NL Consultant No 2025-01-02 2026-01-01 1% 175.00 168.00 18.00 18.00
VER2297 VER2297-10 15659 NL Senior Consultant No 2025-02-03 2026-01-01 0% 210.00 189.00 9.00 0.00
VER2297 VER2297-9 15659 NL Senior Consultant No 2025-02-03 2026-01-01 1% 210.00 189.00 18.00 0.00
VER2297 VER2297-8 15486 NL Senior Consultant No 2025-02-12 2025-03-01 23% 210.00 189.00 24.00 6.00
VER2297 VER2297-3 15486 NL Senior Consultant No 2025-02-14 2025-03-01 11% 210.00 189.00 10.00 1.00
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
VER1743 15076
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1743 15076
0.05
0.00
0.05
 - - - - - - - - - - -
0.05
0.00
0.05
VER1743 15486
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1743 15486
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER2297 15076
0.84
0.00
0.84
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
3.00
-2.16
0.81
3.00
-2.19
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
6.00
3.96
VER2297 15076
1.18
0.00
1.18
1.07
1.00
0.07
1.13
3.00
-1.87
1.18
2.00
-0.82
1.18
0.00
1.18
1.13
3.00
-1.87
1.23
0.00
1.23
1.13
0.00
1.13
1.18
0.00
1.18
1.23
0.00
1.23
1.07
0.00
1.07
1.24
0.00
1.24
13.95
9.00
4.95
VER2297 15757
1.52
0.00
1.52
1.38
0.00
1.38
1.45
0.00
1.45
1.52
0.00
1.52
1.52
0.00
1.52
1.45
3.00
-1.55
1.58
0.00
1.58
1.45
0.00
1.45
1.52
0.00
1.52
1.58
0.00
1.58
1.38
0.00
1.38
1.58
0.00
1.58
17.93
3.00
14.93
VER2297 15757
1.52
0.00
1.52
1.38
0.00
1.38
1.45
0.00
1.45
1.52
0.00
1.52
1.52
16.00
-14.48
1.45
2.00
-0.55
1.58
0.00
1.58
1.45
0.00
1.45
1.52
0.00
1.52
1.58
0.00
1.58
1.38
0.00
1.38
1.58
0.00
1.58
17.93
18.00
-0.07
VER2297 15659 -
0.75
0.00
0.75
0.79
0.00
0.79
0.83
0.00
0.83
0.83
0.00
0.83
0.79
0.00
0.79
0.87
0.00
0.87
0.79
0.00
0.79
0.83
0.00
0.83
0.87
0.00
0.87
0.75
0.00
0.75
0.86
0.00
0.86
8.96
0.00
8.96
VER2297 15659 -
1.51
0.00
1.51
1.58
0.00
1.58
1.66
0.00
1.66
1.66
0.00
1.66
1.58
0.00
1.58
1.73
0.00
1.73
1.58
0.00
1.58
1.66
0.00
1.66
1.73
0.00
1.73
1.50
0.00
1.50
1.73
0.00
1.73
17.92
0.00
17.92
VER2297 15486 -
24.00
6.00
18.00
 - - - - - - - - - -
24.00
6.00
18.00
VER2297 15486 -
10.00
1.00
9.00
 - - - - - - - - - -
10.00
1.00
9.00