Client Analysis

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Client Metadata

Account ID

1001296

Account Name

1001296
Associated Projects
Project ID Project Name
VER1767 VER1767
VER2354 VER2354
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 7.42h, Written: 13.00h, Difference: -5.58h (175%)

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

£38k

 

Planned Fees

£35k

Discount:
£-3k (-8.3%)

Corrected Fees

£31k

Scope Change:
£-4k (-10.8%)

Written Hours

£27k

Unrealised:
£-4k (-12.5%)

Revenue Assigned

£26k

Leakage:
£-1k (-5.3%)

Invoiced

£39k

Billing:
£13k (51.3%)

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 £6k £7k £17k
2024 £27k £25k £21k £22k £19k £22k
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 £-1k
(-7.7%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £11k £-1k
(-7.7%) 		£0k
(0.0%) 		£-5k
(-45.3%) 		£1k
(24.3%) 		£10k
(151.9%)
2024 £27k £-2k
(-8.5%) 		£-4k
(-15.2%) 		£1k
(3.5%) 		£-3k
(-12.8%) 		£3k
(14.5%)
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 £17k
Corrected £2k £1k £1k £1k £1k £1k £2k £1k £1k £2k £1k £2k £17k
Written £0k £0k £1k £3k - £1k - - - - - - £6k
Revenue £3k £1k £1k £3k - - - - - - - - £7k
Invoiced - - - - - £17k - - - - - - £17k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £2k £3k £3k £2k £3k £2k £2k £2k £2k £2k £27k
Planned £1k £1k £2k £2k £3k £2k £2k £2k £2k £2k £2k £2k £25k
Corrected £1k £1k £1k £2k £2k £1k £2k £2k £2k £2k £2k £2k £21k
Written - £1k £6k £3k £0k £1k £2k £0k £0k £2k £6k - £22k
Revenue - £1k £5k £2k £0k £1k £3k £1k £0k £0k £5k £-0k £19k
Invoiced - £3k £1k £4k £1k £2k £1k £2k - - £6k - £22k
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
VER1767 VER1767-2 15076 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 240.50 1.00 8.00
VER1767 VER1767-7 15076 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 240.50 20.00 16.00
VER1767 VER1767-3 15441 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 187.50 1.00 2.00
VER1767 VER1767-6 15441 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 187.50 32.00 32.00
VER1767 VER1767-5 15635 NL Senior Consultant No 2024-02-23 2024-07-03 2% 205.00 187.50 12.00 12.00
VER1767 VER1767-4 15635 NL Senior Consultant No 2024-03-18 2024-06-29 0% 205.00 187.50 1.00 12.00
VER1767 VER1767-10 16004 BE Senior Consultant No 2024-07-01 2025-01-01 1% 205.00 187.50 12.00 0.00
VER1767 VER1767-9 16004 BE Senior Consultant No 2024-07-03 2025-01-01 3% 205.00 187.50 27.00 26.50
VER2354 VER2354-2 15076 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 248.00 5.00 2.00
VER2354 VER2354-4 16004 BE Senior Consultant No 2025-01-02 2026-01-01 3% 210.00 194.00 55.00 12.50
VER2354 VER2354-3 15441 NL Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 194.00 28.00 13.50
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
VER1767 15076
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1767 15441
0.12
0.00
0.12
 - - - - - - - - - - -
0.12
0.00
0.12
VER1767 16004
0.09
0.00
0.09
 - - - - - - - - - - -
0.09
0.00
0.09
VER1767 16004
0.21
0.00
0.21
 - - - - - - - - - - -
0.21
0.00
0.21
VER2354 15076
0.42
0.00
0.42
0.38
0.00
0.38
0.40
1.00
-0.60
0.42
1.00
-0.58
0.42
0.00
0.42
0.40
0.00
0.40
0.44
0.00
0.44
0.40
0.00
0.40
0.43
0.00
0.43
0.44
0.00
0.44
0.39
0.00
0.39
0.44
0.00
0.44
4.98
2.00
2.98
VER2354 16004
4.64
0.50
4.14
4.21
0.50
3.71
4.43
2.50
1.93
4.64
3.50
1.14
4.64
0.00
4.64
4.42
5.50
-1.08
4.85
0.00
4.85
4.42
0.00
4.42
4.63
0.00
4.63
4.85
0.00
4.85
4.21
0.00
4.21
4.85
0.00
4.85
54.79
12.50
42.29
VER2354 15441
2.36
2.00
0.36
2.15
1.00
1.15
2.25
0.00
2.25
2.36
8.50
-6.14
2.36
0.00
2.36
2.25
2.00
0.25
2.47
0.00
2.47
2.25
0.00
2.25
2.36
0.00
2.36
2.47
0.00
2.47
2.15
0.00
2.15
2.46
0.00
2.46
27.89
13.50
14.39