Client Analysis

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Client Metadata

Account ID

1000955

Account Name

1000955
Associated Projects
Project ID Project Name
VER1769 VER1769
VER2379 VER2379
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 5.06h, Written: 0.50h, Difference: 4.56h (10%)

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

£35k

 

Planned Fees

£35k

Discount:
£0k (0.0%)

Corrected Fees

£35k

Scope Change:
£0k (0.0%)

Written Hours

£37k

Unrealised:
£2k (5.7%)

Revenue Assigned

£34k

Leakage:
£-3k (-8.0%)

Invoiced

£34k

Billing:
£-0k (-0.4%)

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 £13k £10k £10k
2024 £25k £25k £25k £24k £24k £24k
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
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £10k £0k
(0.0%) 		£0k
(0.0%) 		£3k
(29.1%) 		£-3k
(-22.7%) 		£0k
(0.0%)
2024 £25k £0k
(0.0%) 		£0k
(0.0%) 		£-1k
(-3.8%) 		£0k
(0.0%) 		£-0k
(-0.6%)
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 £2k £1k £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £17k
Corrected £2k £1k £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £17k
Written £6k £2k £0k £0k £2k £3k - - - - - - £13k
Revenue - £8k £0k £0k £2k - - - - - - - £10k
Invoiced - £6k £2k - - £2k - - - - - - £10k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £25k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £25k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £25k
Written £2k £4k £3k £4k £1k £1k £1k £0k £1k £2k £4k £0k £24k
Revenue - - £9k £4k £1k £1k £1k £0k £1k £2k £4k £0k £24k
Invoiced - - - - - £14k - £2k - - £4k £4k £24k
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
VER1769 VER1769-1 15570 NL Business Associate No 2024-01-02 2025-01-01 4% 275.00 275.00 90.00 86.25
VER2379 VER2379-1 15570 NL Business Associate No 2025-01-02 2026-01-01 3% 285.00 285.00 60.00 45.25
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
VER1769 15570
0.34
0.00
0.34
 - - - - - - - - - - -
0.34
0.00
0.34
VER2379 15570
5.06
20.25
-15.19
4.60
8.00
-3.40
4.83
0.25
4.58
5.06
0.50
4.56
5.06
6.00
-0.94
4.83
10.25
-5.42
5.28
0.00
5.28
4.83
0.00
4.83
5.06
0.00
5.06
5.28
0.00
5.28
4.60
0.00
4.60
5.28
0.00
5.28
59.77
45.25
14.52