Client Analysis

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Client Metadata

Account ID

1001324

Account Name

1001324
Associated Projects
Project ID Project Name
VER1615 VER1615
VER1674 VER1674
VER2330 VER2330
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 5.06h, Written: 4.00h, Difference: 1.06h (79%)

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

£90k

 

Planned Fees

£80k

Discount:
£-10k (-11.2%)

Corrected Fees

£44k

Scope Change:
£-36k (-44.5%)

Written Hours

£65k

Unrealised:
£21k (46.8%)

Revenue Assigned

£47k

Leakage:
£-18k (-28.0%)

Invoiced

£56k

Billing:
£9k (18.6%)

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)		 £7k £5k £5k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £10k £8k £8k £7k £5k £6k
2024 £81k £72k £37k £59k £42k £50k
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)		 £7k £-1k
(-18.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £10k £-2k
(-18.9%) 		£-0k
(-0.4%) 		£-1k
(-15.2%) 		£-1k
(-21.6%) 		£1k
(19.0%)
2024 £81k £-8k
(-10.3%) 		£-36k
(-49.2%) 		£22k
(59.8%) 		£-17k
(-28.7%) 		£8k
(18.6%)
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 £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £16k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £13k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £13k
Written £1k £2k £1k £1k £1k £1k - - - - - - £7k
Revenue £1k £2k £1k £1k £1k - - - - - - - £5k
Invoiced - - £3k £1k £1k £1k - - - - - - £6k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £11k £10k £10k £10k £11k £9k £4k £3k £3k £3k £3k £3k £81k
Planned £10k £9k £9k £10k £10k £9k £3k £2k £2k £3k £2k £2k £72k
Corrected £5k £4k £4k £4k £5k £4k £2k £2k £2k £2k £2k £2k £37k
Written £7k £3k £12k £5k £5k £3k £1k £1k £6k £11k £2k £1k £59k
Revenue £2k £9k £12k £5k £5k £3k £1k £1k £4k - - - £42k
Invoiced - £5k £10k £10k - £7k £3k - - - £12k £2k £50k
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
VER1615 VER1615-1 15449 NL Director No 2023-11-01 2024-07-02 1% 287.50 287.50 9.50 9.50
VER1615 VER1615-2 6 NL Senior Manager No 2023-11-01 2024-07-02 5% 250.00 250.00 70.00 70.00
VER1615 VER1615-3 15441 NL Senior Consultant No 2023-11-01 2024-07-02 0% 197.50 197.50 4.00 4.00
VER1674 VER1674-3 6 NL Senior Manager No 2024-01-02 2025-01-01 4% 262.50 202.80 80.00 201.00
VER1674 VER1674-4 15441 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 160.22 30.00 30.00
VER2330 VER2330-2 6 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 243.00 4.00 0.00
VER2330 VER2330-4 6 NL Senior Manager No 2025-01-02 2026-01-01 3% 270.00 217.35 56.00 30.00
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
VER1674 6
0.31
0.00
0.31
 - - - - - - - - - - -
0.31
0.00
0.31
VER1674 15441
0.12
0.00
0.12
 - - - - - - - - - - -
0.12
0.00
0.12
VER2330 6
0.34
0.00
0.34
0.31
0.00
0.31
0.32
0.00
0.32
0.34
0.00
0.34
0.34
0.00
0.34
0.32
0.00
0.32
0.35
0.00
0.35
0.32
0.00
0.32
0.34
0.00
0.34
0.35
0.00
0.35
0.30
0.00
0.30
0.35
0.00
0.35
3.98
0.00
3.98
VER2330 6
4.72
4.00
0.72
4.29
8.00
-3.71
4.51
4.00
0.51
4.72
4.00
0.72
4.72
6.00
-1.28
4.51
4.00
0.51
4.93
0.00
4.93
4.51
0.00
4.51
4.72
0.00
4.72
4.93
0.00
4.93
4.29
0.00
4.29
4.94
0.00
4.94
55.79
30.00
25.79