Client Analysis

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Client Metadata

Account ID

1001543

Account Name

1001543
Associated Projects
Project ID Project Name
VER1496 VER1496
VER1910 VER1910
VER1912 VER1912
VER1937 VER1937
VER2001 VER2001
VER2558 VER2558
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 110.82h, Written: 67.00h, Difference: 43.82h (60%)

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

£680k

 

Planned Fees

£468k

Discount:
£-213k (-31.3%)

Corrected Fees

£455k

Scope Change:
£-12k (-2.6%)

Written Hours

£418k

Unrealised:
£-37k (-8.2%)

Revenue Assigned

£407k

Leakage:
£-12k (-2.8%)

Invoiced

£407k

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)		 £1k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £114k £93k £99k £52k £40k £68k
2024 £566k £374k £356k £366k £367k £339k
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)		 £1k £-0k
(-18.8%) 		£0k
(10.3%) 		- - -
2025 (Actual)
(Up to July 2025)		 £114k £-21k
(-18.3%) 		£6k
(6.9%) 		£-48k
(-47.9%) 		£-12k
(-22.6%) 		£28k
(70.7%)
2024 £566k £-192k
(-33.9%) 		£-19k
(-5.0%) 		£11k
(3.0%) 		£0k
(0.0%) 		£-28k
(-7.6%)
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 £12k £10k £11k £22k £22k £26k £12k £1k - - - - £114k
Planned £9k £8k £9k £18k £18k £21k £10k £0k - - - - £93k
Corrected £10k £9k £9k £19k £19k £22k £11k £0k - - - - £100k
Written £22k £11k £1k £12k £3k £4k - - - - - - £52k
Revenue £22k £11k £1k £3k £4k - - - - - - - £40k
Invoiced £28k - £32k £1k £3k £3k - - - - - - £68k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £6k £6k £6k £6k £86k £75k £92k £88k £84k £92k £14k £11k £566k
Planned £5k £4k £4k £5k £55k £48k £60k £58k £55k £60k £11k £9k £374k
Corrected £11k £11k £11k £11k £51k £45k £50k £48k £46k £50k £11k £10k £356k
Written £15k £16k £10k £16k £57k £44k £69k £48k £46k £15k £14k £15k £366k
Revenue £15k £16k £10k £16k £13k £89k £69k £48k £46k £16k £13k £15k £367k
Invoiced - £26k £16k - - £40k £33k £115k £34k £30k £46k - £339k
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
VER1496 VER1496-8 15618 NL Consultant No 2024-01-02 2024-06-29 0% 172.50 140.00 0.00 0.00
VER1496 VER1496-9 15722 NL Consultant No 2024-01-02 2024-06-29 50% 172.50 125.00 520.00 638.00
VER1496 VER1496-7 15112 NL Manager No 2024-02-16 2024-06-29 0% 235.00 200.00 0.00 4.00
VER1910 VER1910-1 15909 NL Manager No 2024-05-02 2024-11-01 27% 235.00 170.00 280.00 280.00
VER1912 VER1912-1 15939 NL Consultant No 2024-05-01 2024-11-01 67% 172.50 105.00 711.00 711.00
VER1937 VER1937-1 15952 NL Consultant No 2024-05-01 2024-11-01 98% 172.50 105.00 1040.00 748.00
VER2001 VER2001-1 15722 NL Consultant No 2024-07-01 2025-08-02 40% 172.50 140.00 917.50 871.00
VER2558 VER2558-1 16055 NL Director No 2025-04-01 2025-07-01 8% 312.50 275.00 40.00 8.00
VER2558 VER2558-3 15606 NL Manager No 2025-04-01 2025-07-01 8% 242.50 200.00 40.00 0.00
VER2558 VER2558-2 16048 NL Manager No 2025-04-01 2025-07-01 8% 242.50 200.00 40.00 6.00
VER2558 VER2558-9 15945 NL Partner No 2025-06-02 2025-06-28 6% 407.50 275.00 10.00 10.00
VER2558 VER2558-10 15274 NL Manager No 2025-06-02 2025-06-21 5% 242.50 200.00 6.00 4.00
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
VER2001 15722
74.04
154.00
-79.96
64.39
75.50
-11.11
67.61
8.50
59.11
70.83
23.00
47.83
70.82
1.00
69.82
67.61
1.00
66.61
74.04
0.00
74.04
3.22
0.00
3.22
 - - - -
492.56
263.00
229.56
VER2558 16055 - - -
13.33
0.00
13.33
13.34
8.00
5.34
12.72
0.00
12.72
0.61
0.00
0.61
 - - - - -
40.00
8.00
32.00
VER2558 15606 - - -
13.33
40.00
-26.67
13.34
0.00
13.34
12.72
0.00
12.72
0.61
0.00
0.61
 - - - - -
40.00
40.00
0.00
VER2558 16048 - - -
13.33
4.00
9.33
13.34
2.00
11.34
12.72
0.00
12.72
0.61
0.00
0.61
 - - - - -
40.00
6.00
34.00
VER2558 15945 - - - - -
10.00
10.00
0.00
 - - - - - -
10.00
10.00
0.00
VER2558 15274 - - - - -
6.00
4.00
2.00
 - - - - - -
6.00
4.00
2.00