Client Analysis

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Client Metadata

Account ID

1001486

Account Name

1001486
Associated Projects
Project ID Project Name
VER2098 VER2098
VER2121 VER2121
VER2427 VER2427
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 230.50h, Written: 211.00h, Difference: 19.50h (92%)

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

£620k

 

Planned Fees

£486k

Discount:
£-134k (-21.6%)

Corrected Fees

£466k

Scope Change:
£-20k (-4.1%)

Written Hours

£474k

Unrealised:
£8k (1.8%)

Revenue Assigned

£445k

Leakage:
£-29k (-6.2%)

Invoiced

£402k

Billing:
£-42k (-9.5%)

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)		 £109k £75k £48k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £404k £312k £291k £262k £227k £191k
2024 £215k £174k £174k £212k £218k £212k
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)		 £109k £-34k
(-31.1%) 		£-27k
(-36.2%) 		- - -
2025 (Actual)
(Up to July 2025)		 £404k £-93k
(-23.0%) 		£-20k
(-6.5%) 		£-29k
(-10.0%) 		£-36k
(-13.7%) 		£-36k
(-15.8%)
2024 £215k £-41k
(-19.1%) 		£0k
(0.0%) 		£37k
(21.4%) 		£7k
(3.1%) 		£-7k
(-3.0%)
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 £65k £59k £64k £64k £64k £64k £25k £21k £22k £23k £20k £23k £513k
Planned £51k £46k £50k £49k £49k £49k £17k £14k £15k £16k £14k £16k £386k
Corrected £50k £45k £49k £46k £46k £43k £12k £9k £10k £10k £9k £10k £339k
Written £51k £46k £48k £42k £36k £40k - - - - - - £262k
Revenue £52k £49k £48k £41k £37k - - - - - - - £227k
Invoiced - - £99k - £92k - - - - - - - £191k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - - - - - £49k £58k £53k £55k £215k
Planned - - - - - - - - £40k £47k £43k £45k £174k
Corrected - - - - - - - - £40k £47k £43k £45k £174k
Written - - - - - - - - £38k £56k £58k £60k £212k
Revenue - - - - - - - - £39k £47k £65k £68k £218k
Invoiced - - - - - - - - - - £83k £128k £212k
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
VER2098 VER2098-1 15122 GB Partner No 2024-09-04 2025-07-01 4% 383.72 247.09 68.00 68.00
VER2098 VER2098-2 904 NL Partner No 2024-09-04 2025-07-01 6% 397.50 247.09 96.00 96.00
VER2098 VER2098-3 15638 GB Director No 2024-09-04 2025-07-01 32% 325.58 235.47 544.00 544.00
VER2098 VER2098-4 15273 GB Business Associate No 2024-09-04 2025-07-01 31% 191.86 191.86 528.00 528.00
VER2098 VER2098-5 15489 NL Senior Consultant No 2024-09-04 2025-07-01 28% 205.00 165.70 480.00 480.00
VER2121 VER2121-1 15273 GB Business Associate No 2024-09-02 2025-04-01 5% 220.93 220.93 64.00 64.00
VER2121 VER2121-2 15692 IN Manager No 2024-09-02 2025-04-01 21% 235.00 191.86 256.00 256.00
VER2427 VER2427-2 15547 ZA Senior Consultant No 2025-01-02 2026-01-01 4% 123.75 137.80 80.00 5.00
VER2427 VER2427-3 15873 IN Manager No 2025-01-02 2026-01-01 9% 242.50 133.93 186.00 38.00
VER2427 VER2427-1 15638 GB Director No 2025-02-17 2025-05-31 8% 343.75 241.07 49.00 93.00
VER2427 VER2427-7 15963 GB Senior Manager No 2025-04-01 2026-01-01 9% 306.55 226.19 144.00 108.00
VER2427 VER2427-6 15638 GB Director No 2025-06-02 2026-01-01 7% 343.75 241.07 87.00 36.00
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
VER2098 15122
7.28
6.00
1.28
6.33
7.00
-0.67
6.64
9.50
-2.86
6.96
7.00
-0.04
6.96
5.50
1.46
6.64
11.00
-4.36
0.31
0.00
0.31
 - - - - -
41.12
46.00
-4.88
VER2098 904
10.27
18.00
-7.73
8.93
6.00
2.93
9.38
10.00
-0.62
9.82
6.00
3.82
9.82
8.00
1.82
9.38
4.00
5.38
0.44
0.00
0.44
 - - - - -
58.04
52.00
6.04
VER2098 15638
58.19
88.00
-29.81
50.60
64.00
-13.40
53.13
76.00
-22.87
55.67
49.00
6.67
55.66
34.00
21.66
53.14
6.00
47.14
2.53
0.00
2.53
 - - - - -
328.92
317.00
11.92
VER2098 15273
56.48
64.00
-7.52
49.12
74.00
-24.88
51.57
68.00
-16.43
54.03
72.00
-17.97
54.03
11.00
43.03
51.57
3.00
48.57
2.46
0.00
2.46
 - - - - -
319.26
292.00
27.26
VER2098 15489
51.35
70.00
-18.65
44.65
60.00
-15.35
46.88
40.00
6.88
49.12
54.00
-4.88
49.12
26.00
23.12
46.89
29.00
17.89
2.23
0.00
2.23
 - - - - -
290.24
279.00
11.24
VER2121 15273
9.68
0.00
9.68
8.42
0.00
8.42
8.85
0.00
8.85
0.42
0.00
0.42
 - - - - - - - -
27.37
0.00
27.37
VER2121 15692
38.74
0.00
38.74
33.68
0.00
33.68
35.37
0.00
35.37
1.68
0.00
1.68
 - - - - - - - -
109.47
0.00
109.47
VER2427 15547
6.74
0.00
6.74
6.13
0.00
6.13
6.44
4.00
2.44
6.74
0.00
6.74
6.74
1.00
5.74
6.44
0.00
6.44
7.05
0.00
7.05
6.44
0.00
6.44
6.74
0.00
6.74
7.05
0.00
7.05
6.13
0.00
6.13
7.05
0.00
7.05
79.69
5.00
74.69
VER2427 15873
15.67
0.00
15.67
14.25
0.00
14.25
14.96
16.00
-1.04
15.68
10.00
5.68
15.68
8.00
7.68
14.96
4.00
10.96
16.40
0.00
16.40
14.96
0.00
14.96
15.68
0.00
15.68
16.40
0.00
16.40
14.25
0.00
14.25
16.40
0.00
16.40
185.29
38.00
147.29
VER2427 15638 -
6.53
16.00
-9.47
13.72
12.00
1.72
14.38
5.00
9.38
14.37
60.00
-45.63
 - - - - - - -
49.00
93.00
-44.00
VER2427 15963 - - -
16.00
8.00
8.00
16.00
12.00
4.00
15.27
88.00
-72.73
16.73
0.00
16.73
15.27
0.00
15.27
16.00
0.00
16.00
16.73
0.00
16.73
14.55
0.00
14.55
16.72
0.00
16.72
143.27
108.00
35.27
VER2427 15638 - - - - -
11.86
36.00
-24.14
13.00
0.00
13.00
11.86
0.00
11.86
12.42
0.00
12.42
13.00
0.00
13.00
11.30
0.00
11.30
13.00
0.00
13.00
86.44
36.00
50.44