Client Analysis

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Client Metadata

Account ID

1000999

Account Name

1000999
Associated Projects
Project ID Project Name
VER1752 VER1752
VER2199 VER2199
VER2306 VER2306
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 24.95h, Written: 24.50h, Difference: 0.45h (98%)

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

£66k

 

Planned Fees

£62k

Discount:
£-4k (-5.6%)

Corrected Fees

£59k

Scope Change:
£-3k (-5.2%)

Written Hours

£42k

Unrealised:
£-17k (-29.3%)

Revenue Assigned

£39k

Leakage:
£-3k (-6.9%)

Invoiced

£39k

Billing:
£-0k (0.0%)

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)		 £34k £32k £30k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £43k £41k £38k £23k £20k £27k
2024 £23k £21k £21k £18k £18k £12k
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)		 £34k £-2k
(-5.7%) 		£-2k
(-5.7%) 		- - -
2025 (Actual)
(Up to July 2025)		 £43k £-3k
(-6.0%) 		£-3k
(-6.2%) 		£-15k
(-39.1%) 		£-3k
(-12.4%) 		£6k
(30.6%)
2024 £23k £-1k
(-4.8%) 		£-1k
(-3.1%) 		£-2k
(-11.4%) 		£0k
(0.0%) 		£-6k
(-34.0%)
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 £6k £6k £6k £6k £6k £7k £7k £7k £7k £7k £6k £7k £77k
Planned £6k £5k £5k £6k £6k £6k £7k £6k £6k £7k £6k £7k £73k
Corrected £5k £5k £5k £5k £5k £6k £6k £6k £6k £6k £6k £6k £68k
Written £3k £5k £5k £5k £2k £3k - - - - - - £23k
Revenue £3k £5k £5k £5k £2k - - - - - - - £20k
Invoiced £6k - £5k £8k £5k £2k - - - - - - £27k
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 £5k £5k £23k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £4k £5k £21k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £4k £5k £21k
Written £2k £1k £0k £0k £1k £1k £2k - £2k £1k £4k £4k £18k
Revenue - £3k £0k £0k £1k £1k £2k - £2k £1k £2k £6k £18k
Invoiced - - £3k £0k - £2k - £1k - £3k - £2k £12k
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
VER1752 VER1752-1 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 240.00 10.00 18.00
VER1752 VER1752-2 15339 NL Senior Consultant No 2024-01-02 2025-01-01 3% 205.00 193.00 62.00 54.00
VER2199 VER2199-2 15339 NL Senior Consultant No 2024-11-05 2026-01-01 6% 205.00 215.00 134.00 68.00
VER2199 VER2199-1 15076 NL Senior Manager No 2024-11-06 2026-01-01 3% 262.50 240.00 80.00 13.50
VER2199 VER2199-3 16004 BE Senior Consultant No 2025-01-13 2026-01-01 2% 210.00 162.00 50.00 20.50
VER2199 VER2199-5 15570 NL Business Associate No 2025-06-02 2026-01-01 2% 250.00 250.00 20.00 3.75
VER2306 VER2306-1 15076 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 248.00 20.00 5.00
VER2306 VER2306-2 15339 NL Manager No 2025-01-02 2026-01-01 2% 242.50 220.00 40.00 16.00
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
VER1752 15076
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1752 15339
0.24
0.00
0.24
 - - - - - - - - - - -
0.24
0.00
0.24
VER2199 15339
10.17
2.50
7.67
8.85
3.00
5.85
9.29
19.00
-9.71
9.73
20.00
-10.27
9.73
3.00
6.73
9.29
7.50
1.79
10.17
0.00
10.17
9.29
0.00
9.29
9.73
0.00
9.73
10.17
0.00
10.17
8.84
0.00
8.84
10.17
0.00
10.17
115.43
55.00
60.43
VER2199 15076
6.09
0.50
5.59
5.30
3.00
2.30
5.56
1.50
4.06
5.83
3.00
2.83
5.83
1.50
4.33
5.56
0.50
5.06
6.09
0.00
6.09
5.56
0.00
5.56
5.83
0.00
5.83
6.09
0.00
6.09
5.30
0.00
5.30
6.10
0.00
6.10
69.14
10.00
59.14
VER2199 16004
2.95
5.00
-2.05
3.94
13.50
-9.56
4.13
2.00
2.13
4.33
0.00
4.33
4.33
0.00
4.33
4.13
0.00
4.13
4.53
0.00
4.53
4.14
0.00
4.14
4.33
0.00
4.33
4.53
0.00
4.53
3.94
0.00
3.94
4.52
0.00
4.52
49.80
20.50
29.30
VER2199 15570 - - - - -
2.73
3.75
-1.02
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
3.75
16.12
VER2306 15076
1.69
2.00
-0.31
1.53
1.00
0.53
1.61
0.00
1.61
1.69
0.00
1.69
1.68
2.00
-0.32
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
5.00
14.92
VER2306 15339
3.37
5.50
-2.13
3.07
3.50
-0.43
3.22
2.00
1.22
3.37
1.50
1.87
3.37
2.50
0.87
3.22
1.00
2.22
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
16.00
23.85