Client Analysis


Client Metadata

Account ID

1001084

Account Name

1001084
Associated Projects
Project ID Project Name
VER1336 VER1336
VER1641 VER1641
VER1842 VER1842
VER1939 VER1939
VER1959 VER1959

Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 0.82h, Written: 0.00h, Difference: 0.82h (0%)

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

£193k

 

Planned Fees

£172k

Discount:
£-20k (-10.6%)

Corrected Fees

£185k

Scope Change:
£13k (7.5%)

Written Hours

£137k

Unrealised:
£-48k (-26.2%)

Revenue Assigned

£108k

Leakage:
£-28k (-20.7%)

Invoiced

£94k

Billing:
£-15k (-13.5%)

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)
£0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)
£9k £9k £9k £0k £0k £35k
2024 £183k £163k £176k £137k £108k £58k
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)
£9k £-0k
(-4.3%)
£0k
(0.0%)
£-9k
(-100.0%)
£0k
(0.0%)
£35k
(0.0%)
2024 £183k £-20k
(-10.9%)
£13k
(7.9%)
£-40k
(-22.5%)
£-28k
(-20.7%)
£-50k
(-46.2%)
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 £3k £3k £3k £0k - - - - - - - - £9k
Planned £3k £3k £3k £0k - - - - - - - - £9k
Corrected £3k £3k £3k £0k - - - - - - - - £9k
Written - - - - - - - - - - - - £0k
Revenue - - - - - - - - - - - - £0k
Invoiced - - £35k - - - - - - - - - £35k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £20k £26k £33k £27k £39k £10k £12k £3k £3k £3k £3k £3k £183k
Planned £17k £22k £29k £24k £36k £9k £11k £3k £3k £3k £3k £3k £163k
Corrected £18k £24k £36k £27k £36k £9k £11k £3k £3k £3k £3k £3k £176k
Written £9k £36k £36k £17k £30k £8k - - - - - - £137k
Revenue £8k £39k £26k £17k £9k £9k - - - - - - £108k
Invoiced - - £16k £12k £11k £10k - £8k - - - - £58k
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
VER1336 VER1336-1 15181 NL Manager No 2023-01-02 2024-04-04 0% 225.00 165.00 0.00 0.00
VER1336 VER1336-3 15503 NL Senior Consultant No 2023-11-06 2024-04-04 15% 197.50 165.00 128.00 92.00
VER1336 VER1336-4 15677 NL Consultant No 2024-02-29 2024-04-04 42% 172.50 165.00 88.00 68.00
VER1641 VER1641-4 15662 GB Business Associate No 2024-01-08 2024-04-20 16% 246.25 246.25 96.00 86.00
VER1641 VER1641-6 15551 GB Manager No 2024-01-10 2024-04-20 22% 267.44 191.25 128.00 124.50
VER1641 VER1641-3 904 NL Partner No 2024-01-17 2024-04-20 1% 397.50 327.50 8.00 20.00
VER1641 VER1641-5 108 NL Director No 2024-01-22 2024-04-20 11% 305.00 273.75 56.00 76.50
VER1842 VER1842-1 15503 NL Senior Consultant No 2024-03-28 2024-08-01 22% 205.00 191.25 160.00 160.00
VER1939 VER1939-3 15924 NL Senior Manager No 2024-05-01 2024-06-01 8% 262.50 262.50 14.00 0.00
VER1939 VER1939-5 15953 NL Senior Consultant No 2024-05-01 2024-06-01 23% 205.00 205.00 43.00 62.00
VER1939 VER1939-4 15926 NL Consultant No 2024-05-01 2024-06-01 47% 172.50 142.50 87.00 58.00
VER1959 VER1959-1 15677 NL Consultant No 2024-04-01 2025-04-01 10% 172.50 165.00 216.00 8.00
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
VER1959 15677
18.96
0.00
18.96
16.49
0.00
16.49
17.32
0.00
17.32
0.82
0.00
0.82
- - - - - - - -
53.59
0.00
53.59