Client Analysis

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Client Metadata

Account ID

1001017

Account Name

1001017
Associated Projects
Project ID Project Name
VER1830 VER1830
VER2347 VER2347
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 10.96h, Written: 5.25h, Difference: 5.71h (48%)

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

£35k

 

Planned Fees

£34k

Discount:
£-1k (-2.8%)

Corrected Fees

£50k

Scope Change:
£16k (48.8%)

Written Hours

£47k

Unrealised:
£-3k (-5.8%)

Revenue Assigned

£46k

Leakage:
£-1k (-2.6%)

Invoiced

£46k

Billing:
£0k (0.1%)

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)		 £15k £15k £15k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £21k £21k £21k £17k £16k £17k
2024 £13k £13k £30k £31k £31k £29k
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)		 £15k £-1k
(-3.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £21k £-1k
(-3.9%) 		£0k
(0.3%) 		£-4k
(-18.4%) 		£-1k
(-7.5%) 		£2k
(10.5%)
2024 £13k £-0k
(-1.1%) 		£16k
(123.7%) 		£1k
(2.9%) 		£0k
(0.0%) 		£-2k
(-5.1%)
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 £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £37k
Planned £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £35k
Corrected £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £35k
Written £4k £3k £3k £2k £4k £1k - - - - - - £17k
Revenue - £7k £3k £2k £4k - - - - - - - £16k
Invoiced £2k - £7k £3k - £5k - - - - - - £17k
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 £13k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £13k
Corrected £2k £2k £2k £2k £3k £2k £3k £2k £2k £3k £2k £2k £30k
Written £4k £2k £2k £1k £4k £0k £2k £1k £5k £2k £5k £2k £31k
Revenue - - - £9k £4k £0k £2k £1k £5k £2k £5k £2k £31k
Invoiced - - - - - £13k - £2k - £6k - £8k £29k
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
VER1830 VER1830-1 15570 NL Business Associate No 2024-01-02 2025-01-01 5% 285.00 285.00 97.75 97.75
VER1830 VER1830-2 15339 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 190.00 10.00 14.00
VER2347 VER2347-1 15570 NL Business Associate No 2025-01-02 2026-01-01 5% 295.00 295.00 100.00 52.25
VER2347 VER2347-2 15339 NL Manager No 2025-01-02 2026-01-01 1% 242.50 195.00 30.00 7.00
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
VER1830 15570
0.37
0.00
0.37
 - - - - - - - - - - -
0.37
0.00
0.37
VER1830 15339
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER2347 15570
8.43
9.25
-0.82
7.66
10.00
-2.34
8.05
11.00
-2.95
8.43
5.25
3.18
8.43
12.50
-4.07
8.05
4.25
3.80
8.81
0.00
8.81
8.04
0.00
8.04
8.43
0.00
8.43
8.81
0.00
8.81
7.66
0.00
7.66
8.82
0.00
8.82
99.62
52.25
47.37
VER2347 15339
2.53
6.00
-3.47
2.30
0.00
2.30
2.41
0.00
2.41
2.53
0.00
2.53
2.53
1.00
1.53
2.41
0.00
2.41
2.64
0.00
2.64
2.42
0.00
2.42
2.53
0.00
2.53
2.64
0.00
2.64
2.30
0.00
2.30
2.64
0.00
2.64
29.88
7.00
22.88