Client Analysis

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Client Metadata

Account ID

1001045

Account Name

1001045
Associated Projects
Project ID Project Name
VER1560 VER1560
VER1768 VER1768
VER2332 VER2332
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.43h, Written: 18.00h, Difference: -9.57h (214%)

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

£57k

 

Planned Fees

£56k

Discount:
£-0k (-0.6%)

Corrected Fees

£56k

Scope Change:
£0k (0.0%)

Written Hours

£47k

Unrealised:
£-10k (-17.1%)

Revenue Assigned

£44k

Leakage:
£-2k (-5.0%)

Invoiced

£44k

Billing:
£-0k (0.0%)

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)		 £12k £12k £12k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £17k £17k £17k £22k £19k £23k
2024 £40k £40k £40k £25k £25k £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)		 £12k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £17k £0k
(0.0%) 		£0k
(0.0%) 		£5k
(31.3%) 		£-2k
(-10.8%) 		£4k
(19.8%)
2024 £40k £-0k
(-0.9%) 		£0k
(0.0%) 		£-15k
(-37.4%) 		£0k
(0.0%) 		£-4k
(-15.5%)
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 £2k £2k £2k £2k £2k £3k £2k £2k £3k £2k £3k £29k
Planned £3k £2k £2k £2k £2k £2k £3k £2k £2k £3k £2k £3k £29k
Corrected £3k £2k £2k £2k £2k £2k £3k £2k £2k £3k £2k £3k £29k
Written £4k £0k £4k £5k £6k £2k - - - - - - £22k
Revenue - £5k £4k £5k £6k - - - - - - - £19k
Invoiced £4k - £5k £4k - £11k - - - - - - £23k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £4k £3k £3k £4k £4k £3k £4k £4k £3k £3k £2k £3k £40k
Planned £4k £3k £3k £4k £4k £3k £4k £4k £3k £3k £2k £3k £40k
Corrected £4k £3k £3k £4k £4k £3k £4k £4k £3k £3k £2k £3k £40k
Written £3k £0k £2k £2k £3k £1k £4k £1k £2k £2k £1k £4k £25k
Revenue - - - £7k £3k £1k £4k £1k £2k £2k £1k £4k £25k
Invoiced - - - - - £9k - £5k - £3k £2k £1k £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
VER1560 VER1560-2 15689 NL Business Support No 2023-10-02 2024-10-01 0% 265.00 265.00 2.00 0.00
VER1560 VER1560-1 15570 NL Business Associate No 2023-10-02 2024-10-01 2% 265.00 265.00 40.00 0.00
VER1560 VER1560-3 15659 NL Consultant No 2023-10-02 2024-10-01 1% 165.00 125.00 12.00 0.00
VER1768 VER1768-1 15570 NL Business Associate No 2024-01-02 2025-01-01 5% 275.00 275.00 110.00 90.25
VER2332 VER2332-1 15570 NL Business Associate No 2025-01-02 2026-01-01 5% 285.00 285.00 100.00 76.50
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
VER1768 15570
0.42
0.00
0.42
 - - - - - - - - - - -
0.42
0.00
0.42
VER2332 15570
8.43
14.50
-6.07
7.66
1.50
6.16
8.05
14.50
-6.45
8.43
18.00
-9.57
8.43
19.75
-11.32
8.05
8.25
-0.20
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
76.50
23.12