Client Analysis

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Client Metadata

Account ID

1001015

Account Name

1001015
Associated Projects
Project ID Project Name
VER1722 VER1722
VER2276 VER2276
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.01h, Written: 4.50h, Difference: 3.51h (56%)

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

£40k

 

Planned Fees

£36k

Discount:
£-4k (-9.3%)

Corrected Fees

£32k

Scope Change:
£-4k (-12.1%)

Written Hours

£32k

Unrealised:
£-0k (-1.4%)

Revenue Assigned

£29k

Leakage:
£-2k (-6.9%)

Invoiced

£30k

Billing:
£1k (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)		 £9k £8k £8k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £12k £11k £11k £11k £8k £9k
2024 £28k £25k £21k £21k £21k £21k
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)		 £9k £-1k
(-9.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £12k £-1k
(-9.2%) 		£0k
(0.1%) 		£-1k
(-4.8%) 		£-2k
(-21.6%) 		£0k
(5.8%)
2024 £28k £-3k
(-9.4%) 		£-4k
(-17.4%) 		£0k
(0.4%) 		£0k
(0.5%) 		£0k
(1.0%)
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 £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £21k
Planned £2k £1k £2k £2k £2k £2k £2k £2k £2k £2k £1k £2k £19k
Corrected £2k £1k £2k £2k £2k £2k £2k £2k £2k £2k £1k £2k £19k
Written £3k £2k £1k £1k £2k £2k - - - - - - £11k
Revenue £3k £2k £1k £1k £1k - - - - - - - £8k
Invoiced - £3k £2k £1k £1k £2k - - - - - - £9k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £3k £3k £2k £2k £2k £2k £2k £2k £28k
Planned £2k £2k £2k £3k £3k £2k £2k £2k £2k £2k £1k £2k £25k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £21k
Written £4k £1k £2k £1k £3k £2k £1k £1k £2k £3k £2k - £21k
Revenue - £5k £2k £1k £3k £2k £1k £1k £1k £4k £2k £-0k £21k
Invoiced - £4k £1k £2k - £4k - £2k - £3k £4k £2k £21k
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
VER1722 VER1722-2 15292 NL Manager No 2024-01-02 2025-01-01 2% 235.00 209.00 39.00 39.00
VER1722 VER1722-1 15635 NL Senior Consultant No 2024-01-05 2024-07-05 3% 205.00 186.50 34.00 34.00
VER1722 VER1722-7 16004 BE Senior Consultant No 2024-07-05 2025-01-01 3% 205.00 186.50 29.50 29.50
VER1722 VER1722-6 15570 NL Business Associate No 2024-08-22 2024-10-01 2% 248.50 248.50 4.00 4.00
VER2276 VER2276-2 15292 NL Manager No 2025-01-02 2026-01-01 2% 242.50 216.50 35.00 25.00
VER2276 VER2276-1 16004 BE Senior Consultant No 2025-01-02 2026-01-01 3% 210.00 193.00 60.00 27.00
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
VER1722 15292
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER1722 16004
0.23
0.00
0.23
 - - - - - - - - - - -
0.23
0.00
0.23
VER2276 15292
2.95
12.00
-9.05
2.68
2.00
0.68
2.82
0.50
2.32
2.95
4.00
-1.05
2.95
3.50
-0.55
2.82
3.00
-0.18
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
25.00
9.87
VER2276 16004
5.06
4.00
1.06
4.60
7.00
-2.40
4.83
4.00
0.83
5.06
0.50
4.56
5.06
5.50
-0.44
4.83
6.00
-1.17
5.28
0.00
5.28
4.83
0.00
4.83
5.06
0.00
5.06
5.28
0.00
5.28
4.60
0.00
4.60
5.28
0.00
5.28
59.77
27.00
32.77