Client Analysis

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Client Metadata

Account ID

1001156

Account Name

1001156
Associated Projects
Project ID Project Name
VER1189 VER1189
VER1819 VER1819
VER2043 VER2043
VER2338 VER2338
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 2.12h, Written: 0.00h, Difference: 2.12h (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

£81k

 

Planned Fees

£68k

Discount:
£-13k (-15.5%)

Corrected Fees

£68k

Scope Change:
£0k (0.0%)

Written Hours

£75k

Unrealised:
£6k (9.5%)

Revenue Assigned

£75k

Leakage:
£-0k (-0.3%)

Invoiced

£75k

Billing:
£-0k (0.0%)

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)		 £3k £3k £3k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £4k £4k £4k £5k £5k £5k
2024 £77k £65k £65k £70k £70k £70k
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)		 £3k £-0k
(-6.7%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £4k £-0k
(-6.8%) 		£0k
(0.0%) 		£1k
(34.3%) 		£0k
(0.0%) 		£0k
(0.0%)
2024 £77k £-12k
(-16.0%) 		£0k
(0.0%) 		£5k
(8.1%) 		£-0k
(-0.3%) 		£-0k
(0.0%)
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 £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £7k
Planned £1k £0k £1k £1k £1k £1k £1k £1k £1k £1k £0k £1k £6k
Corrected £1k £0k £1k £1k £1k £1k £1k £1k £1k £1k £0k £1k £6k
Written £5k - - - - - - - - - - - £5k
Revenue £4k - £1k - - - - - - - - - £5k
Invoiced - - £5k - - - - - - - - - £5k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £18k £17k £16k £18k £2k £1k £77k
Planned £1k £1k £1k £1k £1k £1k £15k £14k £14k £15k £1k £1k £65k
Corrected £1k £1k £1k £1k £1k £1k £15k £14k £14k £15k £1k £1k £65k
Written £1k - - - - - £15k £16k £19k £19k - - £70k
Revenue - - £1k - - - £15k £16k £19k £19k - - £70k
Invoiced - - £1k - - - - - - £49k £20k - £70k
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
VER1189 VER1189-3 15332 NL Senior Consultant No 2023-01-02 2023-12-30 0% 197.50 233.00 4.00 3.00
VER1819 VER1819-1 128 NL Partner No 2024-01-02 2025-01-01 0% 397.50 270.00 10.00 0.00
VER1819 VER1819-4 15403 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 236.00 5.00 0.00
VER1819 VER1819-3 15332 NL Manager No 2024-01-02 2025-01-01 0% 235.00 236.00 10.00 0.00
VER1819 VER1819-2 172 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 236.00 10.00 7.00
VER2043 VER2043-1 15339 NL Senior Consultant No 2024-07-01 2024-11-01 45% 205.00 172.35 325.00 394.00
VER2338 VER2338-1 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 280.00 8.00 3.00
VER2338 VER2338-4 15332 NL Manager No 2025-01-02 2026-01-01 0% 242.50 245.00 8.00 3.00
VER2338 VER2338-3 172 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 245.00 8.00 14.00
VER2338 VER2338-2 15199 NL Manager No 2025-01-02 2026-01-01 0% 242.50 222.00 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
VER1819 128
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1819 15403
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1819 15332
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1819 172
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER2338 128
0.67
3.00
-2.33
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
3.00
4.97
VER2338 15332
0.67
3.00
-2.33
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
3.00
4.97
VER2338 172
0.67
14.00
-13.33
0.61
0.00
0.61
0.64
0.00
0.64
0.68
0.00
0.68
0.68
0.00
0.68
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
14.00
-6.03
VER2338 15199
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00