Client Analysis

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Client Metadata

Account ID

1001155

Account Name

1001155
Associated Projects
Project ID Project Name
VER1345 VER1345
VER1950 VER1950
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 0.44h, Written: 0.00h, Difference: 0.44h (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

£45k

 

Planned Fees

£33k

Discount:
£-12k (-26.3%)

Corrected Fees

£33k

Scope Change:
£-1k (-2.9%)

Written Hours

£3k

Unrealised:
£-29k (-90.2%)

Revenue Assigned

£3k

Leakage:
£0k (6.9%)

Invoiced

£14k

Billing:
£11k (319.1%)

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 £6k £6k £1k £1k £14k
2024 £36k £27k £26k £2k £2k £0k
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 £-3k
(-29.8%) 		£0k
(0.0%) 		£-5k
(-81.4%) 		£0k
(17.4%) 		£13k
(914.0%)
2024 £36k £-9k
(-25.4%) 		£-1k
(-3.5%) 		£-24k
(-92.4%) 		£0k
(0.6%) 		£-2k
(-100.0%)
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 £2k £2k £2k £0k - - - - - - - - £6k
Corrected £2k £2k £2k £0k - - - - - - - - £6k
Written - - £1k - - - - - - - - - £1k
Revenue - - £1k £-0k - - - - - - - - £1k
Invoiced - - £14k - - - - - - - - - £14k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £36k
Planned £3k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £27k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £26k
Written - £0k £2k - - - - - - - - - £2k
Revenue - £0k £2k - - - - - - - - - £2k
Invoiced - - - - - - - - - - - - £0k
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
VER1345 VER1345-1 15296 GB Senior Manager No 2023-04-03 2024-03-30 1% 276.16 220.93 26.00 5.00
VER1345 VER1345-2 15638 GB Director No 2023-04-03 2024-03-30 1% 305.23 220.93 26.00 7.00
VER1345 VER1345-3 15435 ZA Business Associate No 2023-04-03 2024-03-30 1% 203.49 203.49 26.00 0.00
VER1345 VER1345-4 15549 GB Consultant No 2023-04-03 2024-03-30 3% 203.49 183.72 52.00 0.50
VER1345 VER1345-5 15546 ZA Consultant No 2023-04-03 2024-03-30 0% 97.50 127.91 0.00 0.00
VER1950 VER1950-1 15296 GB Senior Manager No 2024-04-01 2025-04-01 1% 290.70 232.56 30.00 0.00
VER1950 VER1950-2 15638 GB Director No 2024-04-01 2025-04-01 1% 325.58 232.56 30.00 0.00
VER1950 VER1950-7 15638 GB Director No 2024-04-01 2025-04-01 1% 325.58 200.00 30.00 0.00
VER1950 VER1950-6 15296 GB Senior Manager No 2024-04-01 2025-04-01 1% 290.70 200.00 30.00 6.00
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
VER1950 15296
2.63
0.00
2.63
2.29
0.00
2.29
2.41
0.00
2.41
0.11
0.00
0.11
 - - - - - - - -
7.44
0.00
7.44
VER1950 15638
2.63
0.00
2.63
2.29
0.00
2.29
2.41
0.00
2.41
0.11
0.00
0.11
 - - - - - - - -
7.44
0.00
7.44
VER1950 15638
2.63
0.00
2.63
2.29
0.00
2.29
2.41
0.00
2.41
0.11
0.00
0.11
 - - - - - - - -
7.44
0.00
7.44
VER1950 15296
2.63
0.00
2.63
2.29
0.00
2.29
2.41
6.00
-3.59
0.11
0.00
0.11
 - - - - - - - -
7.44
6.00
1.44