Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1001682

Account Name

1001682
Associated Projects
Project ID Project Name
VER1628 VER1628
VER2025 VER2025
VER2380 VER2380
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 17.91h, Written: 10.50h, Difference: 7.41h (59%)

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

£130k

 

Planned Fees

£108k

Discount:
£-22k (-16.9%)

Corrected Fees

£105k

Scope Change:
£-3k (-2.5%)

Written Hours

£118k

Unrealised:
£13k (12.2%)

Revenue Assigned

£116k

Leakage:
£-2k (-2.1%)

Invoiced

£117k

Billing:
£1k (1.0%)

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)		 £22k £18k £16k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £31k £26k £23k £30k £28k £33k
2024 £99k £82k £82k £88k £88k £84k
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)		 £22k £-3k
(-15.4%) 		£-2k
(-10.6%) 		- - -
2025 (Actual)
(Up to July 2025)		 £31k £-5k
(-15.5%) 		£-3k
(-10.3%) 		£7k
(29.9%) 		£-2k
(-8.1%) 		£5k
(17.4%)
2024 £99k £-17k
(-17.3%) 		£0k
(0.0%) 		£6k
(7.1%) 		£0k
(0.0%) 		£-4k
(-4.2%)
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 £5k £4k £4k £4k £4k £4k £5k £4k £4k £5k £4k £5k £53k
Planned £4k £3k £4k £4k £4k £4k £4k £4k £4k £4k £3k £4k £44k
Corrected £4k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £40k
Written £6k £10k £5k £2k £5k £2k £0k - - - - - £30k
Revenue £6k £10k £5k £2k £5k - - - - - - - £28k
Invoiced £5k £6k £10k £5k £2k £5k - - - - - - £33k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £0k £0k £0k £0k £0k £4k £16k £16k £15k £16k £15k £16k £99k
Planned £0k £0k £0k £0k £0k £3k £14k £13k £12k £14k £12k £13k £82k
Corrected £0k £0k £0k £0k £0k £3k £14k £13k £12k £14k £12k £13k £82k
Written - - - - - £1k £22k £14k £14k £18k £14k £5k £88k
Revenue - - - - - - - - - £69k £14k £5k £88k
Invoiced - £1k - - - - - - - - £69k £14k £84k
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
VER1628 VER1628-1 128 NL Partner No 2023-11-01 2025-01-01 0% 375.00 300.00 10.00 4.00
VER2025 VER2025-2 6 NL Senior Manager No 2024-06-24 2025-01-01 7% 262.50 211.50 80.00 146.00
VER2025 VER2025-1 15486 NL Senior Consultant No 2024-06-24 2025-01-01 33% 205.00 171.00 368.00 332.00
VER2380 VER2380-1 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 308.00 1.00 0.00
VER2380 VER2380-2 6 NL Senior Manager No 2025-01-02 2026-01-01 1% 270.00 241.50 30.00 52.00
VER2380 VER2380-4 15441 NL Senior Consultant No 2025-01-02 2026-01-01 6% 210.00 175.50 128.00 48.00
VER2380 VER2380-3 15486 NL Senior Consultant No 2025-01-02 2026-01-01 3% 210.00 175.50 53.50 53.50
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
VER1628 128
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER2025 6
0.58
0.00
0.58
 - - - - - - - - - - -
0.58
0.00
0.58
VER2025 15486
2.67
0.00
2.67
 - - - - - - - - - - -
2.67
0.00
2.67
VER2380 128
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2380 6
2.53
0.00
2.53
2.30
18.00
-15.70
2.41
18.00
-15.59
2.53
2.00
0.53
2.53
10.00
-7.47
2.41
4.00
-1.59
2.64
0.00
2.64
2.42
0.00
2.42
2.53
0.00
2.53
2.64
0.00
2.64
2.30
0.00
2.30
2.64
0.00
2.64
29.88
52.00
-22.12
VER2380 15441
10.79
0.00
10.79
9.81
11.00
-1.19
10.30
4.00
6.30
10.79
8.50
2.29
10.79
16.00
-5.21
10.30
6.50
3.80
11.28
2.00
9.28
10.30
0.00
10.30
10.79
0.00
10.79
11.28
0.00
11.28
9.80
0.00
9.80
11.28
0.00
11.28
127.51
48.00
79.51
VER2380 15486
4.51
32.00
-27.49
4.10
21.50
-17.40
4.31
0.00
4.31
4.51
0.00
4.51
4.50
0.00
4.50
4.31
0.00
4.31
4.71
0.00
4.71
4.31
0.00
4.31
4.51
0.00
4.51
4.71
0.00
4.71
4.10
0.00
4.10
4.71
0.00
4.71
53.29
53.50
-0.21