Client Analysis

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Client Metadata

Account ID

1001326

Account Name

1001326
Associated Projects
Project ID Project Name
VER1747 VER1747
VER2378 VER2378
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 6.32h, Written: 9.75h, Difference: -3.43h (154%)

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

£22k

 

Planned Fees

£22k

Discount:
£0k (0.0%)

Corrected Fees

£22k

Scope Change:
£0k (0.0%)

Written Hours

£41k

Unrealised:
£19k (87.1%)

Revenue Assigned

£40k

Leakage:
£-1k (-3.6%)

Invoiced

£40k

Billing:
£0k (0.1%)

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 £8k £8k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £12k £12k £12k £11k £10k £11k
2024 £10k £10k £10k £30k £30k £29k
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 £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £12k £0k
(0.0%) 		£0k
(0.0%) 		£-0k
(-2.4%) 		£-1k
(-12.9%) 		£1k
(14.3%)
2024 £10k £0k
(0.0%) 		£0k
(0.0%) 		£20k
(188.6%) 		£0k
(0.0%) 		£-1k
(-4.6%)
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 £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £20k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £20k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £20k
Written £3k £2k £2k £3k £0k £1k - - - - - - £11k
Revenue - £5k £2k £3k £0k - - - - - - - £10k
Invoiced £1k - £5k - - £5k - - - - - - £11k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £10k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £10k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £10k
Written £4k £2k £4k £3k £4k £2k £1k £1k £2k £3k £3k £1k £30k
Revenue - - £9k £3k £4k £2k £1k £1k £2k £3k £3k £1k £30k
Invoiced - - - - - £16k - £4k - £3k £3k £3k £29k
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
VER1747 VER1747-1 15570 NL Business Associate No 2024-01-02 2025-01-01 2% 260.00 260.00 40.00 115.00
VER2378 VER2378-1 15570 NL Business Associate No 2025-01-02 2026-01-01 4% 270.00 270.00 75.00 42.50
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
VER1747 15570
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER2378 15570
6.32
10.50
-4.18
5.75
8.00
-2.25
6.03
7.50
-1.47
6.32
9.75
-3.43
6.32
1.25
5.07
6.04
5.50
0.54
6.61
0.00
6.61
6.03
0.00
6.03
6.32
0.00
6.32
6.61
0.00
6.61
5.75
0.00
5.75
6.61
0.00
6.61
74.71
42.50
32.21