Client Analysis

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Client Metadata

Account ID

1001123

Account Name

1001123
Associated Projects
Project ID Project Name
VER1266 VER1266
VER1836 VER1836
VER2068 VER2068
VER2170 VER2170
VER244 VER244
VER852 VER852
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 61.72h, Written: 0.00h, Difference: 61.72h (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

£352k

 

Planned Fees

£298k

Discount:
£-54k (-15.4%)

Corrected Fees

£233k

Scope Change:
£-65k (-21.9%)

Written Hours

£153k

Unrealised:
£-80k (-34.5%)

Revenue Assigned

£155k

Leakage:
£2k (1.3%)

Invoiced

£184k

Billing:
£29k (18.9%)

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)		 £87k £79k £68k £33k £28k £44k
2024 £265k £219k £164k £119k £127k £140k
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)		 £87k £-8k
(-8.9%) 		£-11k
(-13.5%) 		£-35k
(-51.6%) 		£-5k
(-16.0%) 		£16k
(57.0%)
2024 £265k £-46k
(-17.5%) 		£-55k
(-24.9%) 		£-45k
(-27.3%) 		£7k
(6.1%) 		£13k
(10.5%)
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 £34k £21k £10k £13k £3k £3k £3k £0k - - - - £87k
Planned £29k £19k £10k £13k £3k £3k £3k £0k - - - - £79k
Corrected £22k £15k £10k £13k £3k £3k £3k £0k - - - - £69k
Written £12k £10k £7k - - £3k £1k - - - - - £33k
Revenue £12k £11k £7k £-0k £-1k - - - - - - - £28k
Invoiced £18k - - £19k £6k - - - - - - - £44k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £5k £3k £12k £25k £26k £23k £26k £27k £26k £29k £32k £32k £265k
Planned £2k £2k £10k £20k £21k £19k £21k £22k £22k £24k £28k £28k £219k
Corrected £6k £6k £7k £14k £14k £12k £14k £16k £15k £17k £21k £21k £164k
Written £10k £8k £6k £10k £10k £13k £8k £13k £9k £6k £11k £16k £119k
Revenue £9k £16k £6k £10k £9k £13k £8k £12k £9k £6k £11k £16k £127k
Invoiced - - £47k - £3k - £39k £11k £12k £12k £6k £9k £140k
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
VER1266 VER1266-9 15532 US Manager No 2023-11-02 2024-03-01 18% 325.00 180.75 127.00 125.00
VER1836 VER1836-2 15532 US Manager No 2024-03-01 2025-02-01 1% 327.83 256.25 16.00 0.00
VER1836 VER1836-9 15653 IN Senior Consultant No 2024-03-01 2025-02-01 5% 205.00 187.50 88.00 0.00
VER1836 VER1836-5 7000015 N/A N/A No 2024-03-01 2025-03-01 2% 187.50 187.50 40.00 9.50
VER1836 VER1836-1 108 NL Director No 2024-03-13 2025-02-01 3% 305.00 262.50 64.00 53.00
VER1836 VER1836-3 15843 IN Manager No 2024-03-13 2025-03-01 18% 235.00 187.50 360.00 275.50
VER1836 VER1836-4 15341 NL Manager No 2024-03-29 2025-02-01 11% 235.00 187.50 200.00 110.50
VER2068 VER2068-4 15653 IN Senior Consultant No 2024-08-05 2024-11-30 5% 205.00 235.00 35.00 2.00
VER2068 VER2068-3 15843 IN Manager No 2024-08-27 2024-11-30 0% 235.00 235.00 2.00 2.00
VER2068 VER2068-1 15341 NL Manager No 2024-09-10 2024-11-30 1% 235.00 235.00 3.00 11.00
VER2170 VER2170-1 15653 IN Senior Consultant No 2024-11-06 2025-05-01 20% 205.00 210.00 200.00 177.00
VER2170 VER2170-4 15843 IN Manager No 2025-02-04 2025-05-01 8% 242.50 210.00 40.00 10.00
VER2170 VER2170-5 15871 IN Senior Consultant No 2025-04-01 2025-08-01 7% 210.00 210.00 53.00 14.00
VER244 VER244-6 15441 NL Senior Consultant No 2023-11-13 2024-02-01 4% 197.50 0.00 20.00 0.00
VER852 VER852-2 15007 NL Business Support No 2022-01-03 2025-01-01 0% 231.25 231.25 1.00 0.00
VER852 VER852-3 15105 N/A N/A No 2022-01-03 2025-01-01 0% 206.25 206.25 1.00 0.00
VER852 VER852-8 15332 NL Manager No 2022-01-03 2025-01-01 0% 242.50 200.00 0.00 0.00
VER852 VER852-1 172 NL Senior Manager No 2022-01-03 2025-01-01 0% 270.00 200.00 1.00 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
VER1836 15532
1.53
0.00
1.53
 - - - - - - - - - - -
1.53
0.00
1.53
VER1836 15653
8.40
0.00
8.40
 - - - - - - - - - - -
8.40
0.00
8.40
VER1836 7000015
3.52
2.00
1.52
3.07
0.00
3.07
 - - - - - - - - - -
6.59
2.00
4.59
VER1836 108
6.32
0.00
6.32
 - - - - - - - - - - -
6.32
0.00
6.32
VER1836 15843
32.72
8.00
24.72
28.47
5.00
23.47
 - - - - - - - - - -
61.19
13.00
48.19
VER1836 15341
20.81
6.00
14.81
 - - - - - - - - - - -
20.81
6.00
14.81
VER2170 15653
36.22
42.00
-5.78
31.50
41.00
-9.50
33.07
27.00
6.07
34.65
0.00
34.65
1.57
0.00
1.57
 - - - - - - -
137.01
110.00
27.01
VER2170 15843 -
12.06
4.00
8.06
13.34
6.00
7.34
13.97
0.00
13.97
0.63
0.00
0.63
 - - - - - - -
40.00
10.00
30.00
VER2170 15871 - - -
13.10
0.00
13.10
13.10
0.00
13.10
12.51
14.00
-1.49
13.69
5.00
8.69
0.60
0.00
0.60
 - - - -
53.00
19.00
34.00