Client Analysis

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Client Metadata

Account ID

1000994

Account Name

1000994
Associated Projects
Project ID Project Name
VER1758 VER1758
VER2116 VER2116
VER2298 VER2298
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 12.90h, Written: 7.50h, Difference: 5.40h (58%)

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

£65k

 

Planned Fees

£60k

Discount:
£-5k (-7.7%)

Corrected Fees

£60k

Scope Change:
£0k (0.0%)

Written Hours

£36k

Unrealised:
£-24k (-39.8%)

Revenue Assigned

£28k

Leakage:
£-8k (-21.7%)

Invoiced

£46k

Billing:
£18k (64.8%)

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)		 £17k £16k £16k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £40k £37k £37k £12k £4k £27k
2024 £25k £22k £22k £24k £24k £20k
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)		 £17k £-1k
(-7.3%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £40k £-3k
(-7.3%) 		£0k
(0.0%) 		£-26k
(-68.8%) 		£-7k
(-62.6%) 		£22k
(513.9%)
2024 £25k £-2k
(-8.4%) 		£0k
(0.0%) 		£2k
(8.5%) 		£-1k
(-2.1%) 		£-4k
(-17.4%)
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 £22k £3k £3k £3k £3k £3k £4k £3k £3k £4k £3k £4k £57k
Planned £21k £2k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £53k
Corrected £21k £2k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £53k
Written £0k - £4k £2k £0k £5k - - - - - - £12k
Revenue £0k £-0k £3k £1k £-0k - - - - - - - £4k
Invoiced £2k - - £2k £23k - - - - - - - £27k
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 £22k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £22k
Written £1k £0k £1k £3k £1k £1k £2k £2k - £5k £3k £5k £24k
Revenue - £2k £1k £3k £0k £1k £2k £1k £1k £5k £3k £4k £24k
Invoiced - £17k - - - - - - - - £2k £1k £20k
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
VER1758 VER1758-5 15076 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 240.00 22.00 27.00
VER1758 VER1758-6 15486 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 188.00 20.00 25.00
VER1758 VER1758-4 15486 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 188.00 42.00 56.50
VER1758 VER1758-3 15757 NL Consultant No 2024-01-02 2025-01-01 1% 172.50 158.00 20.00 0.00
VER2116 VER2116-5 15076 NL Senior Manager No 2024-08-01 2025-01-01 0% 262.50 240.00 4.00 4.00
VER2116 VER2116-6 15486 NL Senior Consultant No 2024-08-01 2025-01-01 1% 205.00 188.00 8.00 8.50
VER2298 VER2298-1 15076 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 248.00 10.00 6.00
VER2298 VER2298-7 15076 NL Senior Manager No 2025-01-02 2026-01-01 2% 270.00 248.00 35.00 15.50
VER2298 VER2298-2 15486 NL Senior Consultant No 2025-01-02 2025-02-01 17% 210.00 195.00 30.00 0.00
VER2298 VER2298-8 15486 NL Senior Consultant No 2025-01-23 2025-02-01 125% 210.00 195.00 70.00 1.00
VER2298 VER2298-10 16004 BE Senior Consultant No 2025-02-03 2026-01-01 4% 210.00 195.00 69.00 12.50
VER2298 VER2298-9 16004 BE Senior Consultant No 2025-02-03 2026-01-01 2% 210.00 195.00 30.00 19.00
VER2298 VER2298-11 15757 NL Consultant No 2025-06-02 2026-01-01 2% 175.00 164.00 20.00 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
VER1758 15076
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1758 15486
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1758 15486
0.16
0.00
0.16
 - - - - - - - - - - -
0.16
0.00
0.16
VER1758 15757
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER2116 15076
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER2116 15486
0.07
0.00
0.07
 - - - - - - - - - - -
0.07
0.00
0.07
VER2298 15076
0.84
0.00
0.84
0.77
0.00
0.77
0.80
3.00
-2.20
0.84
0.00
0.84
0.84
0.00
0.84
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
VER2298 15076
2.95
0.00
2.95
2.68
0.00
2.68
2.82
6.00
-3.18
2.95
4.00
-1.05
2.95
0.50
2.45
2.82
5.00
-2.18
3.08
0.00
3.08
2.82
0.00
2.82
2.95
0.00
2.95
3.08
0.00
3.08
2.68
0.00
2.68
3.09
0.00
3.09
34.87
15.50
19.37
VER2298 15486
30.00
0.00
30.00
 - - - - - - - - - - -
30.00
0.00
30.00
VER2298 15486
70.00
1.00
69.00
 - - - - - - - - - - -
70.00
1.00
69.00
VER2298 16004 -
5.77
0.00
5.77
6.06
2.00
4.06
6.35
3.50
2.85
6.35
0.00
6.35
6.06
7.00
-0.94
6.64
0.00
6.64
6.07
0.00
6.07
6.35
0.00
6.35
6.64
0.00
6.64
5.78
0.00
5.78
6.64
0.00
6.64
68.71
12.50
56.21
VER2298 16004 -
2.51
0.00
2.51
2.64
8.00
-5.36
2.76
0.00
2.76
2.76
0.00
2.76
2.64
11.00
-8.36
2.89
0.00
2.89
2.63
0.00
2.63
2.76
0.00
2.76
2.89
0.00
2.89
2.51
0.00
2.51
2.88
0.00
2.88
29.87
19.00
10.87
VER2298 15757 - - - - -
2.73
0.00
2.73
2.99
0.00
2.99
2.73
0.00
2.73
2.86
0.00
2.86
2.98
0.00
2.98
2.60
0.00
2.60
2.98
0.00
2.98
19.87
0.00
19.87