Client Analysis

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Client Metadata

Account ID

1001598

Account Name

1001598
Associated Projects
Project ID Project Name
VER1596 VER1596
VER1656 VER1656
VER2070 VER2070
VER2084 VER2084
VER2201 VER2201
VER2303 VER2303
VER2486 VER2486
VER2585 VER2585
VER2593 VER2593
VER2596 VER2596
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 393.81h, Written: 435.00h, Difference: -41.19h (110%)

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

£940k

 

Planned Fees

£674k

Discount:
£-266k (-28.3%)

Corrected Fees

£663k

Scope Change:
£-11k (-1.6%)

Written Hours

£560k

Unrealised:
£-103k (-15.6%)

Revenue Assigned

£396k

Leakage:
£-164k (-29.2%)

Invoiced

£391k

Billing:
£-5k (-1.3%)

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)		 £755k £521k £521k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £670k £475k £484k £342k £184k £271k
2024 £270k £199k £180k £218k £212k £120k
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)		 £755k £-234k
(-31.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £670k £-195k
(-29.1%) 		£9k
(1.8%) 		£-142k
(-29.3%) 		£-158k
(-46.2%) 		£87k
(47.6%)
2024 £270k £-71k
(-26.2%) 		£-19k
(-9.7%) 		£38k
(21.4%) 		£-6k
(-2.6%) 		£-93k
(-43.7%)
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 £47k £41k £47k £87k £83k £150k £213k £195k £190k £136k £116k £118k £1,425k
Planned £33k £29k £35k £65k £59k £105k £148k £135k £132k £94k £80k £80k £996k
Corrected £33k £29k £38k £71k £60k £105k £148k £135k £132k £94k £80k £80k £1,004k
Written £34k £24k £50k £74k £25k £111k £25k - - - - - £342k
Revenue £34k £24k £49k £58k £20k - - - - - - - £184k
Invoiced £18k £44k £37k £19k £97k £56k - - - - - - £271k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £12k £12k £8k - - - - £31k £43k £49k £58k £57k £270k
Planned £11k £10k £7k - - - - £23k £32k £35k £40k £42k £199k
Corrected £11k £10k £7k - - - - £23k £32k £35k £35k £28k £180k
Written £3k £3k - - - - - £20k £53k £47k £34k £58k £218k
Revenue - - - - - - - £6k £67k £47k £32k £60k £212k
Invoiced - - - - - - - - £14k £38k £68k - £120k
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
VER1596 VER1596-2 18 NL Partner No 2023-10-02 2024-03-30 4% 375.00 287.50 44.00 33.00
VER1596 VER1596-1 15809 GB Interim No 2023-10-02 2024-03-30 8% 225.00 225.00 80.00 72.00
VER1596 VER1596-3 15618 NL Analyst No 2023-10-02 2024-03-30 10% 137.50 137.50 100.00 84.00
VER1656 VER1656-4 15003 NL Director No 2024-01-15 2024-02-21 2% 305.00 275.00 5.00 9.00
VER1656 VER1656-3 136 NL Director No 2024-01-15 2024-02-21 4% 305.00 237.50 10.00 6.00
VER1656 VER1656-5 15344 NL Manager No 2024-01-15 2024-02-21 4% 235.00 212.50 10.00 8.00
VER2070 VER2070-1 15436 NL Senior Consultant No 2024-08-12 2024-11-30 90% 205.00 139.20 576.00 559.50
VER2084 VER2084-1 18 NL Partner No 2024-08-12 2025-03-01 7% 397.50 287.50 84.00 130.00
VER2084 VER2084-2 15647 NL Senior Consultant No 2024-08-12 2025-03-01 22% 205.00 197.50 250.00 351.00
VER2201 VER2201-2 16011 NL Consultant No 2024-10-21 2025-03-01 16% 172.50 0.00 120.00 114.00
VER2201 VER2201-1 15919 NL Director No 2024-11-19 2025-01-01 16% 305.00 250.00 40.00 40.00
VER2201 VER2201-4 16055 NL Director No 2025-01-02 2025-03-01 24% 312.50 250.00 80.00 80.00
VER2303 VER2303-1 15436 NL Senior Consultant No 2024-12-02 2025-08-30 39% 205.00 144.00 612.00 957.00
VER2486 VER2486-4 15250 NL Director No 2025-03-17 2025-05-03 57% 312.50 250.00 160.00 131.00
VER2486 VER2486-6 15589 NL Senior Consultant No 2025-03-17 2025-05-03 71% 210.00 150.00 200.00 176.00
VER2486 VER2486-5 15723 NL Consultant No 2025-03-17 2025-05-03 39% 175.00 110.00 110.00 109.00
VER2486 VER2486-3 18 NL Partner No 2025-03-24 2025-05-03 17% 407.50 325.00 40.00 33.00
VER2585 VER2585-1 15250 NL Director No 2025-05-01 2025-10-01 30% 312.50 250.00 260.00 57.00
VER2585 VER2585-2 15500 NL Senior Consultant No 2025-05-01 2025-10-01 68% 210.00 150.00 600.00 136.00
VER2585 VER2585-3 16012 NL Consultant No 2025-05-01 2025-10-01 68% 175.00 110.00 600.00 56.00
VER2593 VER2593-1 15464 NL Senior Consultant No 2025-06-13 2026-01-01 86% 210.00 150.00 1000.00 99.00
VER2593 VER2593-2 15668 NL Consultant No 2025-06-13 2026-01-01 86% 175.00 110.00 1000.00 74.00
VER2593 VER2593-3 15728 NL Consultant No 2025-06-13 2026-01-01 86% 175.00 110.00 1000.00 74.00
VER2596 VER2596-2 15003 NL Director No 2025-06-09 2025-12-20 16% 312.50 250.00 184.00 0.00
VER2596 VER2596-6 15003 NL Director No 2025-06-09 2025-12-20 7% 312.50 250.00 80.00 72.00
VER2596 VER2596-3 15761 NL Senior Consultant No 2025-06-09 2025-12-20 66% 210.00 150.00 736.00 0.00
VER2596 VER2596-5 15761 NL Senior Consultant No 2025-06-09 2025-12-20 14% 210.00 150.00 160.00 108.00
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
VER2084 18
13.32
0.00
13.32
11.59
0.00
11.59
 - - - - - - - - - -
24.91
0.00
24.91
VER2084 15647
39.66
0.00
39.66
34.48
0.00
34.48
 - - - - - - - - - -
74.14
0.00
74.14
VER2201 16011
29.05
0.00
29.05
25.26
0.00
25.26
 - - - - - - - - - -
54.31
0.00
54.31
VER2201 15919
1.25
0.00
1.25
 - - - - - - - - - - -
1.25
0.00
1.25
VER2201 16055
41.90
48.00
-6.10
38.10
32.00
6.10
 - - - - - - - - - -
80.00
80.00
0.00
VER2303 15436
72.18
152.00
-79.82
62.77
108.00
-45.23
65.91
135.00
-69.09
69.05
156.00
-86.95
69.04
139.00
-69.96
65.91
143.00
-77.09
72.18
0.00
72.18
65.91
0.00
65.91
 - - - -
542.95
833.00
-290.05
VER2486 15250 - -
50.29
50.00
0.29
100.57
81.00
19.57
9.14
0.00
9.14
 - - - - - - -
160.00
131.00
29.00
VER2486 15589 - -
62.86
64.00
-1.14
125.71
112.00
13.71
11.43
0.00
11.43
 - - - - - - -
200.00
176.00
24.00
VER2486 15723 - -
34.57
46.00
-11.43
69.15
63.00
6.15
6.28
0.00
6.28
 - - - - - - -
110.00
109.00
1.00
VER2486 18 - -
8.00
10.00
-2.00
29.33
23.00
6.33
2.67
0.00
2.67
 - - - - - - -
40.00
33.00
7.00
VER2585 15250 - - - -
52.00
18.00
34.00
49.64
39.00
10.64
54.36
14.00
40.36
49.64
0.00
49.64
52.00
0.00
52.00
2.36
0.00
2.36
 - -
260.00
71.00
189.00
VER2585 15500 - - - -
120.00
0.00
120.00
114.55
104.00
10.55
125.45
32.00
93.45
114.55
0.00
114.55
120.00
0.00
120.00
5.45
0.00
5.45
 - -
600.00
136.00
464.00
VER2585 16012 - - - -
120.00
0.00
120.00
114.55
56.00
58.55
125.45
0.00
125.45
114.55
0.00
114.55
120.00
0.00
120.00
5.45
0.00
5.45
 - -
600.00
56.00
544.00
VER2593 15464 - - - - -
82.76
71.00
11.76
158.62
28.00
130.62
144.83
0.00
144.83
151.72
0.00
151.72
158.62
0.00
158.62
137.93
0.00
137.93
158.62
0.00
158.62
993.10
99.00
894.10
VER2593 15668 - - - - -
82.76
74.00
8.76
158.62
28.00
130.62
144.83
0.00
144.83
151.72
0.00
151.72
158.62
0.00
158.62
137.93
0.00
137.93
158.62
0.00
158.62
993.10
102.00
891.10
VER2593 15728 - - - - -
82.76
74.00
8.76
158.62
28.00
130.62
144.83
0.00
144.83
151.72
0.00
151.72
158.62
0.00
158.62
137.93
0.00
137.93
158.62
0.00
158.62
993.10
102.00
891.10
VER2596 15003 - - - - -
21.03
0.00
21.03
30.23
0.00
30.23
27.60
0.00
27.60
28.91
0.00
28.91
30.23
0.00
30.23
26.29
0.00
26.29
19.71
0.00
19.71
184.00
0.00
184.00
VER2596 15003 - - - - -
9.14
64.00
-54.86
13.14
8.00
5.14
12.00
0.00
12.00
12.57
0.00
12.57
13.15
0.00
13.15
11.43
0.00
11.43
8.57
0.00
8.57
80.00
72.00
8.00
VER2596 15761 - - - - -
84.11
0.00
84.11
120.92
0.00
120.92
110.40
0.00
110.40
115.66
0.00
115.66
120.91
0.00
120.91
105.14
0.00
105.14
78.86
0.00
78.86
736.00
0.00
736.00
VER2596 15761 - - - - -
18.29
108.00
-89.71
26.28
28.00
-1.72
24.00
0.00
24.00
25.14
0.00
25.14
26.29
0.00
26.29
22.86
0.00
22.86
17.14
0.00
17.14
160.00
136.00
24.00