Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1001071

Account Name

1001071
Associated Projects
Project ID Project Name
VER1156 VER1156
VER1212 VER1212
VER1817 VER1817
VER2208 VER2208
VER2496 VER2496
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 103.22h, Written: 90.00h, Difference: 13.22h (87%)

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

£734k

 

Planned Fees

£648k

Discount:
£-86k (-11.8%)

Corrected Fees

£614k

Scope Change:
£-34k (-5.2%)

Written Hours

£504k

Unrealised:
£-110k (-18.0%)

Revenue Assigned

£554k

Leakage:
£51k (10.1%)

Invoiced

£384k

Billing:
£-171k (-30.8%)

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)		 £44k £44k £44k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £167k £166k £170k £128k £106k £104k
2024 £567k £482k £444k £375k £448k £280k
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)		 £44k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £167k £-1k
(-0.7%) 		£4k
(2.7%) 		£-42k
(-24.6%) 		£-22k
(-17.3%) 		£-2k
(-2.3%)
2024 £567k £-85k
(-15.0%) 		£-38k
(-7.9%) 		£-68k
(-15.4%) 		£73k
(19.4%) 		£-168k
(-37.5%)
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 £40k £19k £20k £22k £22k £21k £23k £21k £22k £1k - - £211k
Planned £39k £19k £20k £22k £22k £21k £23k £21k £22k £1k - - £210k
Corrected £40k £20k £21k £22k £22k £21k £23k £21k £22k £1k - - £214k
Written £32k £20k £22k £19k £17k £17k - - - - - - £128k
Revenue £31k £24k £15k £19k £17k - - - - - - - £106k
Invoiced £86k - - - £17k - - - - - - - £104k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £62k £66k £86k £46k £48k £41k £54k £51k £21k £13k £27k £51k £567k
Planned £46k £49k £65k £40k £42k £36k £48k £46k £21k £13k £26k £49k £482k
Corrected £50k £50k £60k £32k £33k £29k £38k £36k £21k £14k £28k £51k £444k
Written £42k £33k £30k £29k £26k £29k £40k £34k £22k £17k £27k £45k £375k
Revenue £-1k £27k £26k £15k £13k £3k £157k £93k £20k £20k £34k £40k £448k
Invoiced - £1k - - - - £187k - - £48k £44k - £280k
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
VER1156 VER1156-9 15428 NL Senior Consultant No 2022-12-01 2024-06-29 3% 205.00 161.88 114.00 114.00
VER1156 VER1156-8 15666 CH Interim No 2023-12-01 2024-06-29 46% 211.89 211.89 552.00 550.00
VER1156 VER1156-12 15666 CH Interim No 2024-07-01 2024-10-01 60% 211.89 211.89 320.00 320.00
VER1156 VER1156-13 15666 CH Interim No 2024-10-15 2025-03-29 60% 211.89 211.89 568.00 528.00
VER1212 VER1212-1 15317 GB Manager No 2023-01-02 2024-03-30 36% 254.36 163.80 928.00 928.00
VER1212 VER1212-4 15317 GB Manager No 2024-01-02 2024-03-30 68% 267.44 170.93 350.00 200.00
VER1817 VER1817-1 15489 NL Senior Consultant No 2024-02-22 2024-08-31 48% 205.00 165.89 526.00 526.00
VER2208 VER2208-6 15438 GB Senior Manager No 2024-11-25 2025-01-18 30% 290.70 312.50 96.00 96.00
VER2208 VER2208-7 15772 CH Consultant No 2024-11-25 2025-01-18 32% 270.83 216.67 103.00 103.00
VER2496 VER2496-1 15666 CH Interim No 2025-03-31 2025-10-01 59% 214.12 214.12 624.00 248.00
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
VER1156 15666
109.78
90.00
19.78
95.46
96.00
-0.54
95.47
106.00
-10.53
 - - - - - - - - -
300.71
292.00
8.71
VER2208 15438
31.20
17.00
14.20
 - - - - - - - - - - -
31.20
17.00
14.20
VER2208 15772
33.47
37.00
-3.53
 - - - - - - - - - - -
33.47
37.00
-3.53
VER2496 15666 - -
4.69
0.00
4.69
103.22
90.00
13.22
103.22
80.00
23.22
98.53
78.00
20.53
107.91
0.00
107.91
98.52
0.00
98.52
103.22
0.00
103.22
4.69
0.00
4.69
 - -
624.00
248.00
376.00