Client Analysis

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Client Metadata

Account ID

1001012

Account Name

1001012
Associated Projects
Project ID Project Name
VER1724 VER1724
VER2325 VER2325
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 17.38h, Written: 7.00h, Difference: 10.38h (40%)

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

£79k

 

Planned Fees

£75k

Discount:
£-4k (-4.9%)

Corrected Fees

£45k

Scope Change:
£-30k (-40.1%)

Written Hours

£43k

Unrealised:
£-2k (-5.4%)

Revenue Assigned

£42k

Leakage:
£-1k (-1.2%)

Invoiced

£41k

Billing:
£-1k (-2.9%)

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)		 £19k £19k £19k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £26k £26k £26k £15k £13k £17k
2024 £52k £49k £19k £27k £29k £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)		 £19k £-0k
(-1.4%) 		£-0k
(-0.6%) 		- - -
2025 (Actual)
(Up to July 2025)		 £26k £-0k
(-1.4%) 		£-0k
(-0.8%) 		£-11k
(-41.0%) 		£-3k
(-16.8%) 		£4k
(32.1%)
2024 £52k £-3k
(-6.6%) 		£-30k
(-61.1%) 		£8k
(43.2%) 		£2k
(7.5%) 		£-5k
(-18.1%)
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 £4k £3k £4k £4k £4k £4k £4k £4k £4k £4k £3k £4k £46k
Planned £4k £3k £4k £4k £4k £4k £4k £4k £4k £4k £3k £4k £45k
Corrected £4k £3k £4k £4k £4k £4k £4k £4k £4k £4k £3k £4k £45k
Written £5k £2k £4k £1k £1k £1k £0k - - - - - £15k
Revenue £6k £1k £4k £1k £0k - - - - - - - £13k
Invoiced - - - £11k £4k £2k - - - - - - £17k
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 £11k £21k £3k £2k £52k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £10k £20k £3k £2k £49k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £3k £6k £1k £1k £19k
Written £4k £2k £2k £2k £1k £0k £1k £0k £5k £4k £1k £3k £27k
Revenue - £7k £2k £2k £2k £0k £1k £0k £1k £8k £2k £4k £29k
Invoiced - £4k £2k £2k £2k £2k £2k £2k - - £8k - £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
VER1724 VER1724-3 6 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 252.50 4.00 4.00
VER1724 VER1724-7 15441 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 199.40 5.00 5.00
VER1724 VER1724-4 15486 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 199.40 31.00 72.00
VER1724 VER1724-5 15726 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 163.80 16.50 16.50
VER1724 VER1724-18 6 NL Senior Manager No 2024-09-16 2024-11-02 0% 262.50 252.50 0.00 0.00
VER1724 VER1724-14 6 NL Senior Manager No 2024-09-16 2024-11-02 7% 262.50 252.50 19.00 19.00
VER1724 VER1724-19 15486 NL Senior Consultant No 2024-09-16 2024-11-02 0% 205.00 199.40 0.00 0.00
VER1724 VER1724-16 15486 NL Senior Consultant No 2024-09-16 2024-11-02 2% 205.00 199.40 5.00 5.00
VER1724 VER1724-15 15726 NL Senior Consultant No 2024-09-16 2024-11-02 4% 205.00 199.40 12.00 12.00
VER2325 VER2325-2 6 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 270.00 4.00 4.00
VER2325 VER2325-6 6 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 270.00 28.00 4.00
VER2325 VER2325-11 15441 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 210.00 8.00 0.00
VER2325 VER2325-3 15486 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 210.00 6.00 6.00
VER2325 VER2325-7 15486 NL Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 210.00 18.50 18.50
VER2325 VER2325-10 15441 NL Senior Consultant No 2025-01-02 2026-01-01 6% 210.00 210.00 127.50 24.50
VER2325 VER2325-8 15726 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 175.00 10.00 4.00
VER2325 VER2325-4 15726 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 175.00 4.00 11.50
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
VER1724 6
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1724 15441
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1724 15486
0.12
0.00
0.12
 - - - - - - - - - - -
0.12
0.00
0.12
VER1724 15726
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2325 6
0.34
0.00
0.34
0.31
0.00
0.31
0.32
4.00
-3.68
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
VER2325 6
2.36
0.00
2.36
2.15
0.00
2.15
2.25
4.00
-1.75
2.36
0.00
2.36
2.36
0.00
2.36
2.25
0.00
2.25
2.47
0.00
2.47
2.25
0.00
2.25
2.36
0.00
2.36
2.47
0.00
2.47
2.15
0.00
2.15
2.46
0.00
2.46
27.89
4.00
23.89
VER2325 15441
0.67
0.00
0.67
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
0.00
7.97
VER2325 15486
0.50
6.00
-5.50
0.46
0.00
0.46
0.48
0.00
0.48
0.51
0.00
0.51
0.51
0.00
0.51
0.48
0.00
0.48
0.53
0.00
0.53
0.48
0.00
0.48
0.50
0.00
0.50
0.53
0.00
0.53
0.46
0.00
0.46
0.54
0.00
0.54
5.98
6.00
-0.02
VER2325 15486
1.55
15.50
-13.95
1.42
3.00
-1.58
1.49
0.00
1.49
1.56
0.00
1.56
1.56
0.00
1.56
1.49
0.00
1.49
1.63
0.00
1.63
1.49
0.00
1.49
1.56
0.00
1.56
1.63
0.00
1.63
1.42
0.00
1.42
1.63
0.00
1.63
18.43
18.50
-0.07
VER2325 15441
10.74
0.00
10.74
9.77
6.00
3.77
10.26
0.00
10.26
10.75
7.00
3.75
10.74
4.50
6.24
10.26
7.00
3.26
11.24
0.50
10.74
10.26
0.00
10.26
10.75
0.00
10.75
11.24
0.00
11.24
9.77
0.00
9.77
11.23
0.00
11.23
127.01
25.00
102.01
VER2325 15726
0.84
2.00
-1.16
0.76
2.00
-1.24
0.81
0.00
0.81
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
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
0.89
0.00
0.89
9.97
4.00
5.97
VER2325 15726
0.34
0.00
0.34
0.31
0.00
0.31
0.32
11.50
-11.18
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
11.50
-7.52