Client Analysis

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Client Metadata

Account ID

1000995

Account Name

1000995
Associated Projects
Project ID Project Name
VER1726 VER1726
VER2215 VER2215
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 7.25h, Written: 9.00h, Difference: -1.75h (124%)

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

£24k

 

Planned Fees

£22k

Discount:
£-2k (-8.9%)

Corrected Fees

£25k

Scope Change:
£2k (10.9%)

Written Hours

£22k

Unrealised:
£-2k (-8.9%)

Revenue Assigned

£21k

Leakage:
£-1k (-5.0%)

Invoiced

£21k

Billing:
£-0k (-2.3%)

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)		 £6k £6k £7k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £9k £8k £10k £8k £7k £14k
2024 £15k £14k £15k £15k £15k £7k
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)		 £6k £-1k
(-11.5%) 		£1k
(24.2%) 		- - -
2025 (Actual)
(Up to July 2025)		 £9k £-1k
(-11.5%) 		£2k
(24.0%) 		£-2k
(-22.6%) 		£-1k
(-14.9%) 		£8k
(116.9%)
2024 £15k £-1k
(-7.4%) 		£0k
(3.5%) 		£0k
(0.4%) 		£0k
(0.1%) 		£-8k
(-55.0%)
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 £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 £1k £1k £1k £1k £1k £1k £1k £1k £17k
Written £1k £0k £3k £2k £1k £1k - - - - - - £8k
Revenue - £1k £3k £2k £1k - - - - - - - £7k
Invoiced £10k - £1k - £4k - - - - - - - £14k
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 £1k £1k £1k £1k £1k £1k £1k £1k £15k
Written - - £1k - £1k £1k £3k £0k £1k - £8k £0k £15k
Revenue - - £1k - £1k £1k - - £5k £0k £6k £0k £15k
Invoiced - - - £1k - £1k £1k - - £3k - - £7k
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
VER1726 VER1726-9 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 213.00 3.00 3.00
VER1726 VER1726-1 15292 NL Manager No 2024-01-02 2025-01-01 1% 235.00 213.00 15.50 15.50
VER1726 VER1726-8 15659 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 192.50 3.00 3.00
VER1726 VER1726-12 15659 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 192.50 3.00 3.00
VER1726 VER1726-2 15659 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 192.50 46.50 46.50
VER1726 VER1726-13 15292 NL Manager No 2024-01-03 2025-01-01 0% 235.00 213.00 3.00 3.00
VER2215 VER2215-9 15292 NL Manager No 2025-01-02 2026-01-01 1% 242.50 225.50 12.00 3.00
VER2215 VER2215-2 15292 NL Manager No 2025-01-02 2026-01-01 1% 242.50 220.50 20.00 7.50
VER2215 VER2215-3 15659 NL Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 199.00 20.00 18.00
VER2215 VER2215-8 15659 NL Senior Consultant No 2025-01-02 2026-01-01 2% 210.00 173.50 34.00 10.00
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
VER1726 15292
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1726 15292
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER1726 15659
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1726 15659
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1726 15659
0.17
0.00
0.17
 - - - - - - - - - - -
0.17
0.00
0.17
VER1726 15292
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER2215 15292
1.01
0.00
1.01
0.92
0.00
0.92
0.97
3.00
-2.03
1.01
0.00
1.01
1.01
0.00
1.01
0.97
0.00
0.97
1.06
0.00
1.06
0.96
0.00
0.96
1.01
0.00
1.01
1.06
0.00
1.06
0.92
0.00
0.92
1.05
0.00
1.05
11.95
3.00
8.95
VER2215 15292
1.68
1.00
0.68
1.53
0.50
1.03
1.61
2.00
-0.39
1.68
3.00
-1.32
1.68
1.00
0.68
1.61
0.00
1.61
1.76
0.00
1.76
1.61
0.00
1.61
1.70
0.00
1.70
1.76
0.00
1.76
1.54
0.00
1.54
1.76
0.00
1.76
19.92
7.50
12.42
VER2215 15659
1.69
0.00
1.69
1.53
1.00
0.53
1.61
5.00
-3.39
1.69
2.00
-0.31
1.68
4.00
-2.32
1.61
6.00
-4.39
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
18.00
1.92
VER2215 15659
2.87
3.00
-0.13
2.61
0.00
2.61
2.73
3.00
-0.27
2.87
4.00
-1.13
2.86
0.00
2.86
2.74
0.00
2.74
3.00
0.00
3.00
2.73
0.00
2.73
2.86
0.00
2.86
3.00
0.00
3.00
2.60
0.00
2.60
3.00
0.00
3.00
33.87
10.00
23.87