Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1000969

Account Name

1000969
Associated Projects
Project ID Project Name
VER1750 VER1750
VER2349 VER2349
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 15.13h, Written: 2.75h, Difference: 12.38h (18%)

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

£40k

 

Planned Fees

£39k

Discount:
£-1k (-3.4%)

Corrected Fees

£42k

Scope Change:
£4k (9.1%)

Written Hours

£29k

Unrealised:
£-13k (-31.6%)

Revenue Assigned

£28k

Leakage:
£-1k (-3.9%)

Invoiced

£29k

Billing:
£1k (4.7%)

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)		 £22k £21k £21k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £25k £25k £25k £11k £10k £11k
2024 £15k £14k £18k £18k £18k £18k
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)		 £22k £-1k
(-2.5%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £25k £-1k
(-3.0%) 		£0k
(0.1%) 		£-13k
(-54.5%) 		£-1k
(-10.2%) 		£1k
(10.1%)
2024 £15k £-1k
(-4.2%) 		£4k
(24.8%) 		£0k
(0.4%) 		£0k
(0.0%) 		£0k
(1.6%)
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 £2k £4k £4k £4k £4k £5k £4k £4k £5k £4k £5k £47k
Planned £2k £2k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £46k
Corrected £2k £2k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £46k
Written £4k £1k £4k £1k £2k £0k - - - - - - £11k
Revenue - £3k £4k £1k £3k - - - - - - - £10k
Invoiced - - £4k £4k - £3k - - - - - - £11k
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 £15k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £14k
Corrected £1k £1k £1k £1k £2k £1k £2k £1k £1k £2k £1k £1k £18k
Written £4k £2k £1k £1k £2k £1k £2k £0k £3k £1k £2k - £18k
Revenue - - £7k £1k £2k £1k £2k £0k £3k £1k £2k - £18k
Invoiced - - - - - £10k - £2k - £3k - £3k £18k
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
VER1750 VER1750-3 15570 NL Business Associate No 2024-01-02 2025-01-01 0% 280.00 280.00 3.75 3.75
VER1750 VER1750-1 15570 NL Business Associate No 2024-01-02 2025-01-01 3% 280.00 280.00 59.75 59.75
VER1750 VER1750-2 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 200.00 0.00 0.00
VER2349 VER2349-1 15570 NL Business Associate No 2025-01-02 2026-01-01 3% 290.00 290.00 60.00 34.00
VER2349 VER2349-9 15570 NL Business Associate No 2025-01-02 2026-01-01 0% 271.25 271.25 4.00 4.00
VER2349 VER2349-2 15076 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 205.00 20.00 0.00
VER2349 VER2349-10 15570 NL Business Associate No 2025-03-03 2026-01-01 5% 290.00 290.00 80.00 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
VER1750 15570
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1750 15570
0.23
0.00
0.23
 - - - - - - - - - - -
0.23
0.00
0.23
VER2349 15570
5.06
8.75
-3.69
4.60
1.75
2.85
4.83
12.50
-7.67
5.06
2.75
2.31
5.06
7.25
-2.19
4.83
1.00
3.83
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
34.00
25.77
VER2349 15570
0.34
4.00
-3.66
0.31
0.00
0.31
0.32
0.00
0.32
0.34
0.00
0.34
0.34
0.00
0.34
0.32
0.00
0.32
0.35
0.00
0.35
0.32
0.00
0.32
0.34
0.00
0.34
0.35
0.00
0.35
0.30
0.00
0.30
0.35
0.00
0.35
3.98
4.00
-0.02
VER2349 15076
1.69
0.00
1.69
1.53
0.00
1.53
1.61
0.00
1.61
1.69
0.00
1.69
1.68
0.00
1.68
1.61
0.00
1.61
1.76
0.00
1.76
1.61
0.00
1.61
1.69
0.00
1.69
1.76
0.00
1.76
1.53
0.00
1.53
1.76
0.00
1.76
19.92
0.00
19.92
VER2349 15570 - -
7.67
0.00
7.67
8.04
0.00
8.04
8.04
1.00
7.04
7.67
0.00
7.67
8.40
0.00
8.40
7.67
0.00
7.67
8.04
0.00
8.04
8.40
0.00
8.40
7.30
0.00
7.30
8.40
0.00
8.40
79.63
1.00
78.63