Client Analysis

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Client Metadata

Account ID

1001325

Account Name

1001325
Associated Projects
Project ID Project Name
VER1892 VER1892
VER2393 VER2393
VER2555 VER2555
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 10.28h, Written: 9.75h, Difference: 0.53h (95%)

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

£96k

 

Planned Fees

£96k

Discount:
£-0k (-0.3%)

Corrected Fees

£96k

Scope Change:
£0k (0.0%)

Written Hours

£91k

Unrealised:
£-5k (-5.7%)

Revenue Assigned

£89k

Leakage:
£-2k (-2.4%)

Invoiced

£89k

Billing:
£0k (0.3%)

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)		 £15k £15k £15k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £14k £14k £14k £14k £12k £20k
2024 £82k £82k £82k £77k £77k £69k
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)		 £15k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £14k £-0k
(0.0%) 		£0k
(0.0%) 		£-0k
(-1.0%) 		£-2k
(-15.6%) 		£8k
(63.7%)
2024 £82k £-0k
(-0.4%) 		£0k
(0.0%) 		£-5k
(-6.5%) 		£0k
(0.0%) 		£-7k
(-9.6%)
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 £1k £1k £1k £3k £3k £3k £3k £3k £3k £3k £3k £3k £29k
Planned £1k £1k £1k £3k £3k £3k £3k £3k £3k £3k £3k £3k £29k
Corrected £1k £1k £1k £3k £3k £3k £3k £3k £3k £3k £3k £3k £29k
Written £4k £2k £1k £3k £3k £2k - - - - - - £14k
Revenue - £6k £0k £9k £-3k - - - - - - - £12k
Invoiced £8k - - - £6k £6k - - - - - - £20k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £7k £7k £7k £7k £7k £6k £7k £7k £7k £7k £7k £7k £82k
Planned £7k £7k £7k £7k £7k £6k £7k £7k £7k £7k £7k £7k £82k
Corrected £7k £7k £7k £7k £7k £6k £7k £7k £7k £7k £7k £7k £82k
Written - - - £4k £2k £7k £13k £7k £8k £15k £13k £8k £77k
Revenue - - - £4k £2k £7k £13k £7k £8k £12k £16k £8k £77k
Invoiced - - - - - - £5k £20k £7k £8k £12k £16k £69k
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
VER1892 VER1892-1 15570 NL Business Associate No 2024-01-02 2025-01-01 13% 280.00 280.00 280.00 273.50
VER1892 VER1892-2 15339 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 190.00 20.00 0.00
VER2393 VER2393-1 15570 NL Business Associate No 2025-01-02 2026-01-01 1% 285.00 285.00 21.00 21.00
VER2393 VER2393-5 15570 NL Business Associate No 2025-01-02 2026-01-01 0% 280.00 280.00 10.00 10.00
VER2555 VER2555-1 15570 NL Business Associate No 2025-04-01 2026-01-01 4% 290.00 290.00 69.00 18.50
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
VER1892 15570
1.07
0.00
1.07
 - - - - - - - - - - -
1.07
0.00
1.07
VER1892 15339
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER2393 15570
1.77
13.00
-11.23
1.61
7.75
-6.14
1.69
0.25
1.44
1.77
0.00
1.77
1.77
0.00
1.77
1.69
0.00
1.69
1.85
0.00
1.85
1.69
0.00
1.69
1.77
0.00
1.77
1.85
0.00
1.85
1.61
0.00
1.61
1.85
0.00
1.85
20.92
21.00
-0.08
VER2393 15570
0.84
0.00
0.84
0.77
0.00
0.77
0.80
2.50
-1.70
0.84
7.50
-6.66
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
10.00
-0.04
VER2555 15570 - - -
7.67
2.25
5.42
7.67
9.00
-1.33
7.32
7.25
0.07
8.01
0.00
8.01
7.32
0.00
7.32
7.67
0.00
7.67
8.01
0.00
8.01
6.97
0.00
6.97
8.01
0.00
8.01
68.65
18.50
50.15