Client Analysis

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Client Metadata

Account ID

1001013

Account Name

1001013
Associated Projects
Project ID Project Name
VER1723 VER1723
VER2254 VER2254
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 4.89h, Written: 1.00h, Difference: 3.89h (20%)

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

£44k

 

Planned Fees

£39k

Discount:
£-4k (-10.2%)

Corrected Fees

£40k

Scope Change:
£1k (1.7%)

Written Hours

£23k

Unrealised:
£-17k (-41.5%)

Revenue Assigned

£21k

Leakage:
£-3k (-11.8%)

Invoiced

£30k

Billing:
£9k (45.8%)

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)		 £6k £5k £5k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £22k £20k £20k £6k £1k £10k
2024 £22k £19k £19k £18k £19k £19k
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
(-10.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £22k £-2k
(-7.6%) 		£0k
(0.0%) 		£-15k
(-72.7%) 		£-4k
(-81.1%) 		£9k
(899.7%)
2024 £22k £-3k
(-12.8%) 		£1k
(3.5%) 		£-2k
(-8.9%) 		£2k
(9.9%) 		£0k
(0.0%)
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 £3k £9k £6k £1k £1k £1k £1k £1k £1k £1k £1k £1k £28k
Planned £3k £8k £5k £1k £1k £1k £1k £1k £1k £1k £1k £1k £25k
Corrected £3k £8k £5k £1k £1k £1k £1k £1k £1k £1k £1k £1k £25k
Written - £1k £1k £0k £0k £3k - - - - - - £6k
Revenue - - £1k £0k £0k - - - - - - - £1k
Invoiced - £10k - - - £0k - - - - - - £10k
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 £22k
Planned £2k £1k £1k £2k £2k £1k £2k £2k £2k £2k £2k £2k £19k
Corrected £2k £2k £2k £2k £2k £1k £2k £2k £2k £2k £2k £2k £19k
Written £3k £3k £2k - £1k £2k £1k £0k - £1k £5k - £18k
Revenue - £5k £3k - £1k £2k £1k £0k - £1k £5k £1k £19k
Invoiced - £10k - £4k - - - £1k - - - £5k £19k
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
VER1723 VER1723-3 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 261.00 2.50 2.50
VER1723 VER1723-11 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 257.00 0.50 0.50
VER1723 VER1723-13 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 238.00 3.00 3.00
VER1723 VER1723-8 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 214.00 8.00 8.00
VER1723 VER1723-4 15486 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 190.00 26.50 26.50
VER1723 VER1723-9 15486 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 190.00 35.00 28.50
VER1723 VER1723-5 15726 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 166.00 16.00 9.00
VER1723 VER1723-10 15726 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 166.00 10.00 13.50
VER1723 VER1723-12 15757 NL Consultant No 2024-06-17 2025-01-01 0% 172.50 166.00 2.00 2.00
VER2254 VER2254-11 15076 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 230.00 14.00 4.50
VER2254 VER2254-12 15076 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 230.00 8.00 5.00
VER2254 VER2254-3 15726 NL Senior Consultant No 2025-01-02 2025-03-08 1% 210.00 197.00 5.00 0.00
VER2254 VER2254-2 15486 NL Senior Consultant No 2025-01-02 2025-03-01 3% 210.00 197.00 10.00 0.00
VER2254 VER2254-10 15659 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 197.00 5.00 2.00
VER2254 VER2254-9 15659 NL Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 197.00 31.00 9.00
VER2254 VER2254-7 15486 NL Senior Consultant No 2025-02-21 2025-03-01 38% 210.00 197.00 18.00 3.00
VER2254 VER2254-8 15726 NL Senior Consultant No 2025-02-26 2025-03-08 53% 210.00 197.00 34.00 3.00
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
VER1723 15449
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1723 15449
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1723 15076
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1723 15076
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1723 15486
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER1723 15486
0.14
0.00
0.14
 - - - - - - - - - - -
0.14
0.00
0.14
VER1723 15726
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER1723 15726
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1723 15757
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER2254 15076
1.18
0.00
1.18
1.07
0.00
1.07
1.13
0.00
1.13
1.18
1.00
0.18
1.18
0.50
0.68
1.13
3.00
-1.87
1.23
0.00
1.23
1.13
0.00
1.13
1.18
0.00
1.18
1.23
0.00
1.23
1.07
0.00
1.07
1.24
0.00
1.24
13.95
4.50
9.45
VER2254 15076
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
5.00
-4.36
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
5.00
2.97
VER2254 15726
2.34
0.00
2.34
2.13
0.00
2.13
0.53
0.00
0.53
 - - - - - - - - -
5.00
0.00
5.00
VER2254 15486
5.24
0.00
5.24
4.76
0.00
4.76
 - - - - - - - - - -
10.00
0.00
10.00
VER2254 15659
0.42
0.00
0.42
0.38
0.00
0.38
0.40
0.00
0.40
0.42
0.00
0.42
0.42
0.00
0.42
0.40
2.00
-1.60
0.44
0.00
0.44
0.40
0.00
0.40
0.43
0.00
0.43
0.44
0.00
0.44
0.39
0.00
0.39
0.44
0.00
0.44
4.98
2.00
2.98
VER2254 15659
2.61
0.00
2.61
2.38
0.00
2.38
2.49
3.00
-0.51
2.61
0.00
2.61
2.61
0.00
2.61
2.50
6.00
-3.50
2.73
0.00
2.73
2.50
0.00
2.50
2.61
0.00
2.61
2.73
0.00
2.73
2.38
0.00
2.38
2.73
0.00
2.73
30.88
9.00
21.88
VER2254 15486 -
18.00
3.00
15.00
 - - - - - - - - - -
18.00
3.00
15.00
VER2254 15726 -
12.75
3.00
9.75
21.25
0.00
21.25
 - - - - - - - - -
34.00
3.00
31.00