Client Analysis

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Client Metadata

Account ID

1001320

Account Name

1001320
Associated Projects
Project ID Project Name
VER1745 VER1745
VER2249 VER2249
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 9.01h, Written: 6.50h, Difference: 2.51h (72%)

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

£65k

 

Planned Fees

£59k

Discount:
£-6k (-8.7%)

Corrected Fees

£59k

Scope Change:
£0k (0.0%)

Written Hours

£32k

Unrealised:
£-28k (-46.6%)

Revenue Assigned

£30k

Leakage:
£-2k (-4.8%)

Invoiced

£42k

Billing:
£12k (38.5%)

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)		 £13k £12k £12k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £27k £25k £25k £15k £12k £23k
2024 £38k £34k £34k £16k £18k £18k
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)		 £13k £-1k
(-7.8%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £27k £-2k
(-8.3%) 		£0k
(0.0%) 		£-9k
(-38.3%) 		£-3k
(-22.0%) 		£12k
(97.6%)
2024 £38k £-3k
(-9.0%) 		£0k
(0.0%) 		£-18k
(-52.6%) 		£2k
(11.1%) 		£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 £7k £9k £2k £2k £2k £3k £3k £3k £3k £3k £2k £3k £40k
Planned £6k £8k £2k £2k £2k £2k £3k £2k £2k £3k £2k £3k £37k
Corrected £6k £8k £2k £2k £2k £2k £3k £2k £2k £3k £2k £3k £37k
Written £2k £1k £2k £2k £8k £0k - - - - - - £15k
Revenue £2k - £1k £1k £7k - - - - - - - £12k
Invoiced - - £18k £1k - £4k - - - - - - £23k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £38k
Planned £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £34k
Corrected £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £34k
Written - £3k £1k £0k £2k £0k £0k £1k £0k £6k £1k £2k £16k
Revenue - £3k - £1k £2k £0k £0k £1k £0k £2k £1k £9k £18k
Invoiced - £17k £1k - - - - - - - - - £18k
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
VER1745 VER1745-5 15076 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 240.00 30.00 6.00
VER1745 VER1745-4 15076 NL Senior Manager No 2024-01-02 2025-01-01 2% 262.50 240.00 32.00 28.00
VER1745 VER1745-6 15486 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 186.00 50.00 0.00
VER1745 VER1745-3 15486 NL Senior Consultant No 2024-01-02 2025-01-01 3% 205.00 186.00 56.00 44.00
VER2249 VER2249-2 15076 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 248.00 20.00 16.00
VER2249 VER2249-5 15076 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 248.00 30.00 23.50
VER2249 VER2249-3 15486 NL Senior Consultant No 2025-01-02 2025-03-01 3% 210.00 192.00 10.00 0.00
VER2249 VER2249-6 15486 NL Senior Consultant No 2025-01-13 2025-03-01 17% 210.00 192.00 47.00 6.50
VER2249 VER2249-7 16004 BE Senior Consultant No 2025-02-03 2026-01-01 1% 210.00 192.00 10.00 10.00
VER2249 VER2249-8 16004 BE Senior Consultant No 2025-02-03 2026-01-01 2% 210.00 192.00 42.00 11.50
VER2249 VER2249-9 15757 NL Consultant No 2025-06-02 2026-01-01 2% 175.00 165.00 20.00 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
VER1745 15076
0.11
0.00
0.11
 - - - - - - - - - - -
0.11
0.00
0.11
VER1745 15076
0.12
0.00
0.12
 - - - - - - - - - - -
0.12
0.00
0.12
VER1745 15486
0.19
0.00
0.19
 - - - - - - - - - - -
0.19
0.00
0.19
VER1745 15486
0.21
0.00
0.21
 - - - - - - - - - - -
0.21
0.00
0.21
VER2249 15076
1.69
6.00
-4.31
1.53
0.00
1.53
1.61
0.00
1.61
1.69
0.00
1.69
1.68
10.00
-8.32
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
16.00
3.92
VER2249 15076
2.53
0.00
2.53
2.30
1.00
1.30
2.41
6.00
-3.59
2.53
6.00
-3.47
2.53
9.50
-6.97
2.41
1.00
1.41
2.64
0.00
2.64
2.42
0.00
2.42
2.53
0.00
2.53
2.64
0.00
2.64
2.30
0.00
2.30
2.64
0.00
2.64
29.88
23.50
6.38
VER2249 15486
5.24
0.00
5.24
4.76
0.00
4.76
 - - - - - - - - - -
10.00
0.00
10.00
VER2249 15486
20.14
5.00
15.14
26.86
1.50
25.36
 - - - - - - - - - -
47.00
6.50
40.50
VER2249 16004 -
0.84
0.00
0.84
0.88
0.00
0.88
0.92
0.00
0.92
0.92
10.00
-9.08
0.88
0.00
0.88
0.96
0.00
0.96
0.88
0.00
0.88
0.92
0.00
0.92
0.96
0.00
0.96
0.84
0.00
0.84
0.96
0.00
0.96
9.96
10.00
-0.04
VER2249 16004 -
3.51
0.00
3.51
3.69
5.00
-1.31
3.87
0.50
3.37
3.87
6.00
-2.13
3.69
0.00
3.69
4.04
0.00
4.04
3.69
0.00
3.69
3.87
0.00
3.87
4.04
0.00
4.04
3.51
0.00
3.51
4.04
0.00
4.04
41.82
11.50
30.32
VER2249 15757 - - - - -
2.73
0.00
2.73
2.99
0.00
2.99
2.73
0.00
2.73
2.86
0.00
2.86
2.98
0.00
2.98
2.60
0.00
2.60
2.98
0.00
2.98
19.87
0.00
19.87