Client Analysis

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Client Metadata

Account ID

1001263

Account Name

1001263
Associated Projects
Project ID Project Name
VER1310 VER1310
VER1903 VER1903
VER2405 VER2405
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.53h, Written: 0.00h, Difference: 8.53h (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

£35k

 

Planned Fees

£31k

Discount:
£-4k (-10.2%)

Corrected Fees

£28k

Scope Change:
£-4k (-11.4%)

Written Hours

£21k

Unrealised:
£-7k (-24.9%)

Revenue Assigned

£33k

Leakage:
£12k (59.3%)

Invoiced

£36k

Billing:
£3k (7.6%)

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)		 £11k £10k £10k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £15k £13k £13k £5k £7k £19k
2024 £20k £18k £15k £15k £26k £17k
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)		 £11k £-1k
(-10.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £15k £-1k
(-10.2%) 		£-0k
(-0.1%) 		£-8k
(-59.3%) 		£2k
(30.2%) 		£12k
(170.3%)
2024 £20k £-2k
(-10.1%) 		£-4k
(-19.5%) 		£1k
(6.1%) 		£11k
(69.4%) 		£-9k
(-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 £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £25k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £23k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £23k
Written £2k £1k - - £1k £2k - - - - - - £5k
Revenue - £2k £0k - £5k - - - - - - - £7k
Invoiced - - £19k - - - - - - - - - £19k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £20k
Planned £2k £1k £1k £2k £2k £1k £2k £2k £1k £2k £1k £2k £18k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £15k
Written - £2k £1k - £0k - - £3k £2k £1k £4k £2k £15k
Revenue - - - - £3k - £5k £6k - £2k £5k £6k £26k
Invoiced - - - - - - £9k £2k - £5k £2k - £17k
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
VER1310 VER1310-1 15570 NL Business Associate No 2023-01-02 2025-01-01 0% 245.00 245.00 20.00 19.92
VER1903 VER1903-11 15570 NL Business Associate No 2024-01-02 2025-01-01 0% 250.00 250.00 0.25 0.25
VER1903 VER1903-2 15570 NL Business Associate No 2024-01-02 2025-01-01 1% 250.00 250.00 20.00 22.00
VER1903 VER1903-12 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 220.00 0.00 0.00
VER1903 VER1903-3 15076 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 220.00 30.00 30.00
VER1903 VER1903-13 16004 BE Senior Consultant No 2024-01-02 2025-01-01 0% 210.00 175.00 0.00 0.00
VER1903 VER1903-4 16004 BE Senior Consultant No 2024-01-02 2025-01-01 0% 210.00 175.00 3.00 3.00
VER2405 VER2405-2 15570 NL Business Associate No 2025-01-02 2026-01-01 0% 260.00 260.00 10.00 0.00
VER2405 VER2405-3 15076 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 230.00 10.00 0.00
VER2405 VER2405-8 16004 BE Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 180.00 20.00 0.00
VER2405 VER2405-6 15570 NL Business Associate No 2025-01-09 2026-01-01 1% 260.00 260.00 20.00 6.50
VER2405 VER2405-7 15076 NL Senior Manager No 2025-01-09 2026-01-01 2% 270.00 230.00 40.00 16.00
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
VER1310 15570
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1903 15570
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1903 15076
0.11
0.00
0.11
 - - - - - - - - - - -
0.11
0.00
0.11
VER1903 16004
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER2405 15570
0.84
0.00
0.84
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
0.00
9.96
VER2405 15076
0.84
0.00
0.84
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
0.00
9.96
VER2405 16004
1.69
0.00
1.69
1.53
0.00
1.53
1.61
0.00
1.61
1.69
0.00
1.69
1.68
0.00
1.68
1.61
0.00
1.61
1.76
0.00
1.76
1.61
0.00
1.61
1.69
0.00
1.69
1.76
0.00
1.76
1.53
0.00
1.53
1.76
0.00
1.76
19.92
0.00
19.92
VER2405 15570
1.33
1.00
0.33
1.56
1.50
0.06
1.64
0.00
1.64
1.72
0.00
1.72
1.72
0.75
0.97
1.64
3.25
-1.61
1.80
0.00
1.80
1.64
0.00
1.64
1.72
0.00
1.72
1.80
0.00
1.80
1.56
0.00
1.56
1.79
0.00
1.79
19.92
6.50
13.42
VER2405 15076
2.66
6.00
-3.34
3.12
2.00
1.12
3.28
0.00
3.28
3.44
0.00
3.44
3.44
2.00
1.44
3.28
6.00
-2.72
3.59
0.00
3.59
3.28
0.00
3.28
3.44
0.00
3.44
3.59
0.00
3.59
3.13
0.00
3.13
3.59
0.00
3.59
39.84
16.00
23.84