Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1001328

Account Name

1001328
Associated Projects
Project ID Project Name
VER1861 VER1861
VER2283 VER2283
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 3.38h, Written: 8.00h, Difference: -4.62h (237%)

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

£41k

 

Planned Fees

£33k

Discount:
£-8k (-18.9%)

Corrected Fees

£31k

Scope Change:
£-2k (-5.8%)

Written Hours

£27k

Unrealised:
£-4k (-12.8%)

Revenue Assigned

£26k

Leakage:
£-1k (-2.4%)

Invoiced

£24k

Billing:
£-2k (-7.8%)

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)		 £4k £4k £4k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £6k £6k £6k £7k £7k £7k
2024 £34k £27k £26k £20k £20k £17k
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)		 £4k £-0k
(-9.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £6k £-1k
(-10.7%) 		£-0k
(-0.1%) 		£2k
(31.5%) 		£-1k
(-9.0%) 		£0k
(6.8%)
2024 £34k £-7k
(-20.4%) 		£-2k
(-6.9%) 		£-6k
(-22.4%) 		£0k
(0.0%) 		£-3k
(-12.7%)
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 £1k £1k £1k £1k £1k £1k £1k £1k £1k £11k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Written £1k £1k £1k £2k £2k £1k - - - - - - £7k
Revenue £1k £1k £1k £2k £2k - - - - - - - £7k
Invoiced £3k - £2k £1k £2k - - - - - - - £7k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £2k £2k £2k £2k £1k £2k £2k £2k £7k £6k £7k £34k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £5k £5k £5k £27k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £5k £5k £5k £26k
Written - - - £6k - £1k - - - £10k £1k £2k £20k
Revenue - - - £6k - £1k - - - £10k £1k £2k £20k
Invoiced - - - - £6k - - £1k - - £10k - £17k
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
VER1861 VER1861-3 100 NL Partner No 2024-01-02 2025-01-01 0% 397.50 269.00 1.00 1.00
VER1861 VER1861-1 15403 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 236.00 26.00 26.00
VER1861 VER1861-4 15292 NL Manager No 2024-01-02 2025-01-01 2% 235.00 214.00 40.00 35.50
VER1861 VER1861-5 128 NL Partner No 2024-10-01 2025-01-01 7% 397.50 269.00 40.00 21.50
VER2283 VER2283-2 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 276.00 8.00 5.00
VER2283 VER2283-1 15292 NL Manager No 2025-01-02 2026-01-01 2% 242.50 220.00 32.00 24.00
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
VER1861 15403
0.09
0.00
0.09
 - - - - - - - - - - -
0.09
0.00
0.09
VER1861 15292
0.16
0.00
0.16
 - - - - - - - - - - -
0.16
0.00
0.16
VER1861 128
0.60
0.00
0.60
 - - - - - - - - - - -
0.60
0.00
0.60
VER2283 128
0.67
1.50
-0.83
0.61
0.00
0.61
0.64
0.50
0.14
0.68
1.50
-0.82
0.68
1.50
-0.82
0.64
0.00
0.64
0.71
0.00
0.71
0.64
0.00
0.64
0.67
0.00
0.67
0.71
0.00
0.71
0.61
0.00
0.61
0.71
0.00
0.71
7.97
5.00
2.97
VER2283 15292
2.70
1.50
1.20
2.45
4.50
-2.05
2.57
4.00
-1.43
2.70
6.50
-3.80
2.70
7.50
-4.80
2.57
3.00
-0.43
2.82
0.00
2.82
2.58
0.00
2.58
2.70
0.00
2.70
2.82
0.00
2.82
2.45
0.00
2.45
2.82
0.00
2.82
31.88
27.00
4.88