Client Analysis

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Client Metadata

Account ID

1001157

Account Name

1001157
Associated Projects
Project ID Project Name
VER1974 VER1974
VER2340 VER2340
VER2579 VER2579
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 4.25h, Written: 0.00h, Difference: 4.25h (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

£480k

 

Planned Fees

£340k

Discount:
£-141k (-29.3%)

Corrected Fees

£340k

Scope Change:
£0k (0.0%)

Written Hours

£274k

Unrealised:
£-65k (-19.2%)

Revenue Assigned

£271k

Leakage:
£-4k (-1.4%)

Invoiced

£189k

Billing:
£-81k (-30.1%)

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)		 £63k £41k £41k £37k £33k £37k
2024 £418k £299k £299k £237k £237k £152k
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)		 £63k £-22k
(-34.8%) 		£0k
(0.0%) 		£-4k
(-9.5%) 		£-4k
(-10.1%) 		£4k
(11.2%)
2024 £418k £-119k
(-28.5%) 		£0k
(0.0%) 		£-61k
(-20.6%) 		£0k
(0.0%) 		£-85k
(-35.8%)
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 £22k £17k £18k £1k £4k - - - - - - - £63k
Planned £14k £11k £11k £1k £4k - - - - - - - £41k
Corrected £14k £11k £11k £1k £4k - - - - - - - £41k
Written £33k - - - £4k - - - - - - - £37k
Revenue £33k £2k - £-2k - - - - - - - - £33k
Invoiced £4k - - £33k - - - - - - - - £37k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - £22k £25k £29k £70k £65k £72k £65k £69k £418k
Planned - - - - £17k £19k £22k £49k £46k £51k £46k £48k £299k
Corrected - - - - £17k £19k £22k £49k £46k £51k £46k £48k £299k
Written - - - - £9k £32k £25k £34k £39k £44k £33k £21k £237k
Revenue - - - - - £41k £25k £34k £39k £44k £33k £21k £237k
Invoiced - - - - - - - - £94k - £40k £18k £152k
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
VER1974 VER1974-2 15942 NL Consultant No 2024-05-07 2024-08-01 48% 172.50 130.00 240.00 296.00
VER1974 VER1974-1 15953 NL Senior Consultant No 2024-05-10 2024-08-01 38% 205.00 155.00 180.00 180.00
VER1974 VER1974-3 15953 NL Senior Consultant No 2024-08-01 2025-01-01 110% 205.00 155.00 964.00 578.00
VER1974 VER1974-4 15855 NL Consultant No 2024-08-01 2025-01-01 95% 172.50 110.00 840.00 739.00
VER2340 VER2340-1 16048 NL Manager No 2025-01-02 2025-04-01 22% 242.50 155.00 112.00 101.00
VER2340 VER2340-2 15855 NL Consultant No 2025-01-02 2025-04-01 31% 175.00 110.00 160.00 160.00
VER2579 VER2579-1 15181 NL Senior Manager No 2025-05-15 2025-05-21 20% 270.00 225.00 8.00 8.00
VER2579 VER2579-2 15464 NL Senior Consultant No 2025-05-15 2025-05-21 28% 210.00 177.50 11.00 11.00
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
VER1974 15953
8.76
0.00
8.76
 - - - - - - - - - - -
8.76
0.00
8.76
VER1974 15855
7.64
0.00
7.64
 - - - - - - - - - - -
7.64
0.00
7.64
VER2340 16048
38.50
101.00
-62.50
35.00
0.00
35.00
36.75
0.00
36.75
1.75
0.00
1.75
 - - - - - - - -
112.00
101.00
11.00
VER2340 15855
55.00
160.00
-105.00
50.00
0.00
50.00
52.50
0.00
52.50
2.50
0.00
2.50
 - - - - - - - -
160.00
160.00
0.00
VER2579 15181 - - - -
8.00
8.00
0.00
 - - - - - - -
8.00
8.00
0.00
VER2579 15464 - - - -
11.00
11.00
0.00
 - - - - - - -
11.00
11.00
0.00