Client Analysis

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Client Metadata

Account ID

1001073

Account Name

1001073
Associated Projects
Project ID Project Name
VER1858 VER1858
VER2458 VER2458
VER2535 VER2535
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 41.25h, Written: 45.00h, Difference: -3.75h (109%)

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

£50k

 

Planned Fees

£48k

Discount:
£-2k (-4.0%)

Corrected Fees

£53k

Scope Change:
£5k (10.0%)

Written Hours

£50k

Unrealised:
£-2k (-4.5%)

Revenue Assigned

£36k

Leakage:
£-14k (-28.6%)

Invoiced

£24k

Billing:
£-12k (-33.3%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £47k £45k £45k £42k £15k £15k
2024 £3k £3k £8k £8k £21k £9k
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)		 £0k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £47k £-2k
(-4.1%) 		£0k
(0.1%) 		£-3k
(-6.7%) 		£-27k
(-64.3%) 		£0k
(0.0%)
2024 £3k £-0k
(-2.9%) 		£5k
(160.0%) 		£1k
(8.2%) 		£13k
(150.0%) 		£-12k
(-57.1%)
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 £26k - £14k £2k £2k - - - - - - £47k
Planned £2k £25k - £14k £2k £2k - - - - - - £45k
Corrected £2k £25k - £14k £2k £2k - - - - - - £45k
Written - £27k - £15k - - - - - - - - £42k
Revenue - - - - £15k - - - - - - - £15k
Invoiced - - - - £15k - - - - - - - £15k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £3k
Planned - - £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £3k
Corrected - - £0k £1k £1k £1k £1k £1k £1k £1k £1k £1k £8k
Written - - £3k £3k - - - £2k - - - - £8k
Revenue - - - £4k - - - £3k - - - £14k £21k
Invoiced - - - £3k - - - - - - £18k £-12k £9k
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
VER1858 VER1858-3 15573 NL Business Associate No 2024-03-27 2025-01-01 1% 300.00 300.00 24.00 24.00
VER1858 VER1858-4 15680 NL Consultant No 2024-03-28 2025-01-01 0% 172.50 150.00 4.00 8.00
VER2458 VER2458-3 15573 NL Business Associate No 2025-01-30 2025-03-01 31% 400.00 400.00 54.00 54.00
VER2458 VER2458-4 15332 NL Manager No 2025-01-30 2025-03-01 15% 242.50 200.00 27.00 27.00
VER2535 VER2535-3 15573 NL Business Associate No 2025-04-01 2025-05-02 16% 400.00 400.00 30.00 30.00
VER2535 VER2535-2 15332 NL Manager No 2025-04-01 2025-05-02 8% 242.50 200.00 15.00 15.00
VER2535 VER2535-5 15573 NL Business Associate No 2025-05-28 2025-06-06 9% 400.00 400.00 6.00 0.00
VER2535 VER2535-6 15332 NL Manager No 2025-05-28 2025-06-06 5% 242.50 200.00 3.00 0.00
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
VER1858 15573
0.12
0.00
0.12
 - - - - - - - - - - -
0.12
0.00
0.12
VER1858 15680
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER2458 15573
4.91
0.00
4.91
49.09
54.00
-4.91
 - - - - - - - - - -
54.00
54.00
0.00
VER2458 15332
2.45
0.00
2.45
24.55
27.00
-2.45
 - - - - - - - - - -
27.00
27.00
0.00
VER2535 15573 - - -
27.50
30.00
-2.50
2.50
0.00
2.50
 - - - - - - -
30.00
30.00
0.00
VER2535 15332 - - -
13.75
15.00
-1.25
1.25
0.00
1.25
 - - - - - - -
15.00
15.00
0.00
VER2535 15573 - - - -
2.25
0.00
2.25
3.75
0.00
3.75
 - - - - - -
6.00
0.00
6.00
VER2535 15332 - - - -
1.12
0.00
1.12
1.88
0.00
1.88
 - - - - - -
3.00
0.00
3.00