Client Analysis

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Client Metadata

Account ID

1001246

Account Name

1001246
Associated Projects
Project ID Project Name
VER1731 VER1731
VER2272 VER2272
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 7.08h, Written: 10.00h, Difference: -2.92h (141%)

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

£42k

 

Planned Fees

£39k

Discount:
£-2k (-5.7%)

Corrected Fees

£39k

Scope Change:
£0k (0.0%)

Written Hours

£22k

Unrealised:
£-17k (-43.6%)

Revenue Assigned

£20k

Leakage:
£-3k (-11.4%)

Invoiced

£33k

Billing:
£13k (66.3%)

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)		 £8k £7k £7k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £11k £10k £10k £3k £2k £12k
2024 £31k £29k £29k £19k £18k £20k
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)		 £8k £-0k
(-5.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £11k £-1k
(-5.1%) 		£0k
(0.0%) 		£-7k
(-69.7%) 		£-1k
(-33.9%) 		£10k
(488.2%)
2024 £31k £-2k
(-6.0%) 		£0k
(0.0%) 		£-10k
(-34.2%) 		£-1k
(-7.7%) 		£3k
(16.3%)
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 £2k £1k £2k £2k £2k £2k £2k £2k £2k £2k £1k £2k £19k
Planned £2k £1k £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £18k
Corrected £2k £1k £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £18k
Written - £0k £1k £2k - - - - - - - - £3k
Revenue - £0k £1k £1k - - - - - - - - £2k
Invoiced - - - - £12k - - - - - - - £12k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £2k £2k £3k £3k £2k £3k £3k £3k £3k £3k £3k £31k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £3k £2k £3k £29k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £3k £2k £3k £29k
Written £1k £3k £1k £1k £1k £3k £2k £1k £2k £5k - - £19k
Revenue - £3k £2k £1k £1k £3k £2k £0k £2k £4k - £0k £18k
Invoiced - - £2k - £3k - £3k £5k - £3k £4k - £20k
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
VER1731 VER1731-12 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 218.00 6.00 7.00
VER1731 VER1731-3 15292 NL Manager No 2024-01-02 2025-01-01 2% 235.00 218.00 35.00 24.00
VER1731 VER1731-13 15486 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 195.00 25.00 9.00
VER1731 VER1731-11 15486 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 195.00 16.00 18.00
VER1731 VER1731-4 15486 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 195.00 35.00 21.00
VER1731 VER1731-14 15292 NL Manager No 2024-01-03 2025-01-01 1% 235.00 218.00 20.00 9.00
VER1731 VER1731-21 15659 NL Senior Consultant No 2024-09-02 2025-01-01 1% 205.00 195.00 5.00 5.00
VER2272 VER2272-2 15292 NL Manager No 2025-01-02 2026-01-01 0% 242.50 226.00 1.00 0.00
VER2272 VER2272-7 15292 NL Manager No 2025-01-02 2026-01-01 2% 242.50 226.00 32.00 13.50
VER2272 VER2272-3 15486 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 202.00 1.00 0.00
VER2272 VER2272-8 15486 NL Senior Consultant No 2025-01-02 2026-01-01 2% 210.00 202.00 50.00 0.50
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
VER1731 15292
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1731 15292
0.13
0.00
0.13
 - - - - - - - - - - -
0.13
0.00
0.13
VER1731 15486
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER1731 15486
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER1731 15486
0.13
0.00
0.13
 - - - - - - - - - - -
0.13
0.00
0.13
VER1731 15292
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1731 15659
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2272 15292
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
VER2272 15292
2.70
0.00
2.70
2.45
0.50
1.95
2.57
3.00
-0.43
2.70
10.00
-7.30
2.70
0.00
2.70
2.57
0.00
2.57
2.82
0.00
2.82
2.58
0.00
2.58
2.70
0.00
2.70
2.82
0.00
2.82
2.45
0.00
2.45
2.82
0.00
2.82
31.88
13.50
18.38
VER2272 15486
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
VER2272 15486
4.21
0.00
4.21
3.83
0.50
3.33
4.02
0.00
4.02
4.22
0.00
4.22
4.22
0.00
4.22
4.02
0.00
4.02
4.41
0.00
4.41
4.02
0.00
4.02
4.21
0.00
4.21
4.41
0.00
4.41
3.83
0.00
3.83
4.41
0.00
4.41
49.81
0.50
49.31