Client Analysis

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Client Metadata

Account ID

1000904

Account Name

1000904
Associated Projects
Project ID Project Name
VER1061 VER1061
VER2047 VER2047
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 13.48h, Written: 0.00h, Difference: 13.48h (0%)

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

£71k

 

Planned Fees

£63k

Discount:
£-8k (-11.8%)

Corrected Fees

£64k

Scope Change:
£1k (2.1%)

Written Hours

£39k

Unrealised:
£-25k (-39.0%)

Revenue Assigned

£39k

Leakage:
£-0k (0.0%)

Invoiced

£8k

Billing:
£-31k (-79.7%)

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)		 £18k £15k £15k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £25k £21k £21k £0k £0k £0k
2024 £47k £42k £43k £39k £39k £8k
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)		 £18k £-3k
(-14.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £25k £-4k
(-14.9%) 		£0k
(0.0%) 		£-21k
(-100.0%) 		£0k
(0.0%) 		£0k
(0.0%)
2024 £47k £-5k
(-10.2%) 		£1k
(3.1%) 		£-4k
(-9.4%) 		£-0k
(0.0%) 		£-31k
(-79.7%)
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 £4k £3k £3k £4k £4k £3k £4k £3k £4k £4k £3k £4k £42k
Planned £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £36k
Corrected £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £36k
Written - - - - - - - - - - - - £0k
Revenue - - - - - - - - - - - - £0k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £10k £9k £9k £9k £0k £0k £1k £1k £1k £2k £2k £2k £47k
Planned £9k £8k £8k £9k £0k £0k £1k £1k £1k £2k £2k £2k £42k
Corrected £9k £8k £8k £9k £0k £0k £1k £1k £1k £2k £2k £2k £43k
Written £11k £11k £7k £2k - £0k £3k - £1k £3k - - £39k
Revenue £14k £7k £7k £3k - - - - £5k £3k - - £39k
Invoiced - - - - - - - - - - - £8k £8k
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
VER1061 VER1061-8 15635 NL Consultant No 2023-12-27 2024-05-01 33% 165.00 150.00 238.00 224.00
VER2047 VER2047-3 3023 NL Senior Manager No 2024-06-24 2025-01-01 1% 262.50 220.00 8.00 8.00
VER2047 VER2047-2 6 NL Senior Manager No 2024-07-11 2025-01-01 2% 262.50 220.00 20.00 18.00
VER2047 VER2047-5 16004 BE Senior Consultant No 2024-09-16 2025-01-01 2% 205.00 180.00 12.00 10.00
VER2047 VER2047-1 15403 NL Senior Manager No 2024-10-03 2025-01-01 0% 262.50 220.00 2.00 2.00
VER2047 VER2047-6 128 NL Director No 2025-01-02 2026-01-01 2% 312.50 267.00 40.00 0.00
VER2047 VER2047-7 6 NL Senior Manager No 2025-01-02 2026-01-01 2% 270.00 226.00 40.00 0.00
VER2047 VER2047-8 3023 NL Senior Manager No 2025-01-02 2026-01-01 2% 270.00 226.00 40.00 0.00
VER2047 VER2047-9 16004 BE Senior Consultant No 2025-01-02 2026-01-01 2% 210.00 185.00 40.00 0.00
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
VER2047 3023
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2047 6
0.16
0.00
0.16
 - - - - - - - - - - -
0.16
0.00
0.16
VER2047 16004
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER2047 15403
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER2047 128
3.37
0.00
3.37
3.07
0.00
3.07
3.22
0.00
3.22
3.37
0.00
3.37
3.37
0.00
3.37
3.22
0.00
3.22
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
0.00
39.85
VER2047 6
3.37
0.00
3.37
3.07
0.00
3.07
3.22
0.00
3.22
3.37
0.00
3.37
3.37
0.00
3.37
3.22
0.00
3.22
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
0.00
39.85
VER2047 3023
3.37
0.00
3.37
3.07
0.00
3.07
3.22
0.00
3.22
3.37
0.00
3.37
3.37
0.00
3.37
3.22
0.00
3.22
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
0.00
39.85
VER2047 16004
3.37
0.00
3.37
3.07
0.00
3.07
3.22
0.00
3.22
3.37
0.00
3.37
3.37
0.00
3.37
3.22
0.00
3.22
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
0.00
39.85