Client Analysis

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Client Metadata

Account ID

1001043

Account Name

1001043
Associated Projects
Project ID Project Name
VER1736 VER1736
VER2357 VER2357
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 5.06h, Written: 0.50h, Difference: 4.56h (10%)

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

£23k

 

Planned Fees

£22k

Discount:
£-0k (-0.9%)

Corrected Fees

£33k

Scope Change:
£11k (48.3%)

Written Hours

£24k

Unrealised:
£-9k (-26.7%)

Revenue Assigned

£24k

Leakage:
£-0k (-1.7%)

Invoiced

£24k

Billing:
£-0k (-1.5%)

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)		 £7k £7k £7k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £10k £10k £10k £8k £8k £8k
2024 £13k £13k £23k £16k £16k £16k
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)		 £7k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £10k £-0k
(0.0%) 		£0k
(0.4%) 		£-2k
(-17.2%) 		£-0k
(-5.2%) 		£0k
(0.0%)
2024 £13k £-0k
(-1.6%) 		£11k
(85.4%) 		£-7k
(-30.7%) 		£0k
(0.0%) 		£-0k
(-2.2%)
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 £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £17k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £17k
Corrected £2k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £17k
Written £4k £2k £0k £0k £1k £0k - - - - - - £8k
Revenue - £6k £0k £0k £1k - - - - - - - £8k
Invoiced - - £6k - - £1k - - - - - - £8k
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 £2k £2k £2k £2k £2k £2k £2k £2k £23k
Written £5k £1k £0k £1k £1k £2k - £1k £2k £1k £0k £0k £16k
Revenue - - - - £9k £2k - £1k £2k £1k £0k £0k £16k
Invoiced - - - - - £9k - £2k £1k £2k - £2k £16k
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
VER1736 VER1736-1 15570 NL Business Associate No 2024-01-02 2025-01-01 4% 270.00 270.00 80.00 60.00
VER1736 VER1736-2 15339 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 185.00 10.00 0.00
VER2357 VER2357-1 15570 NL Business Associate No 2025-01-02 2026-01-01 3% 280.00 280.00 60.00 29.00
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
VER1736 15570
0.30
0.00
0.30
 - - - - - - - - - - -
0.30
0.00
0.30
VER1736 15339
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER2357 15570
5.06
15.00
-9.94
4.60
7.50
-2.90
4.83
0.25
4.58
5.06
0.50
4.56
5.06
4.25
0.81
4.83
1.50
3.33
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
29.00
30.77