Client Analysis

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Client Metadata

Account ID

1001704

Account Name

1001704
Associated Projects
Project ID Project Name
VER1612 VER1612
VER1678 VER1678
VER1807 VER1807
VER2322 VER2322
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 1.77h, Written: 0.00h, Difference: 1.77h (0%)

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

£39k

 

Planned Fees

£37k

Discount:
£-2k (-4.2%)

Corrected Fees

£40k

Scope Change:
£3k (8.0%)

Written Hours

£20k

Unrealised:
£-21k (-51.0%)

Revenue Assigned

£20k

Leakage:
£0k (0.0%)

Invoiced

£22k

Billing:
£2k (9.6%)

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 £1k £1k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £6k £6k £8k £1k £1k £2k
2024 £33k £31k £33k £19k £19k £20k
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
(-2.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £6k £-0k
(-4.2%) 		£2k
(27.0%) 		£-7k
(-89.5%) 		£0k
(0.0%) 		£1k
(97.0%)
2024 £33k £-1k
(-4.2%) 		£1k
(4.5%) 		£-14k
(-42.3%) 		£0k
(0.0%) 		£1k
(6.0%)
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 £2k £2k £2k £0k £0k £0k £0k £0k £0k £0k £0k £0k £8k
Planned £2k £1k £2k £0k £0k £0k £0k £0k £0k £0k £0k £0k £7k
Corrected £2k £2k £2k £0k £0k £0k £0k £0k £0k £0k £0k £0k £9k
Written - - £1k - - - - - - - - - £1k
Revenue £8k £-16k £9k - - - - - - - - - £1k
Invoiced £1k £8k - £-7k - - - - - - - - £2k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £2k £3k £5k £5k £4k £3k £2k £2k £2k £2k £2k £33k
Planned £1k £1k £3k £4k £5k £4k £2k £2k £2k £2k £2k £2k £31k
Corrected £1k £1k £3k £4k £4k £4k £3k £3k £3k £3k £3k £3k £33k
Written - - £5k £3k £9k £1k - - - - £0k £1k £19k
Revenue - - £5k £3k £9k £1k - - - - £0k £1k £19k
Invoiced - - £2k £5k £2k £10k - £1k - - - £0k £20k
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
VER1612 VER1612-1 15449 NL Director No 2023-11-01 2025-01-01 0% 287.50 287.50 2.00 2.00
VER1612 VER1612-2 6 NL Senior Manager No 2023-11-01 2025-01-01 0% 250.00 250.00 4.00 4.00
VER1612 VER1612-3 15659 NL Consultant No 2023-11-01 2025-01-01 0% 165.00 165.00 2.00 2.00
VER1678 VER1678-1 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 292.00 8.00 0.00
VER1678 VER1678-2 6 NL Senior Manager No 2024-01-02 2025-01-01 1% 262.50 254.00 24.00 4.00
VER1807 VER1807-3 15403 NL Senior Manager No 2024-02-12 2024-07-02 1% 262.50 250.00 5.00 0.00
VER1807 VER1807-2 15561 NL Senior Manager No 2024-03-08 2025-04-02 3% 262.50 250.00 57.00 57.00
VER1807 VER1807-1 15726 NL Senior Consultant No 2024-03-11 2025-04-02 2% 205.00 195.00 47.00 14.00
VER1807 VER1807-4 6 NL Senior Manager No 2024-03-25 2024-07-02 3% 262.50 250.00 15.00 4.00
VER2322 VER2322-1 15449 NL Director No 2025-01-02 2026-01-01 0% 312.50 302.00 4.00 0.00
VER2322 VER2322-2 6 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 263.00 8.00 3.00
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
VER1612 15449
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1612 6
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1612 15659
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1678 15449
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1678 6
0.09
0.00
0.09
 - - - - - - - - - - -
0.09
0.00
0.09
VER1807 15561
4.69
0.00
4.69
4.08
0.00
4.08
4.30
0.00
4.30
0.41
0.00
0.41
 - - - - - - - -
13.48
0.00
13.48
VER1807 15726
3.89
0.00
3.89
3.38
0.00
3.38
3.54
0.00
3.54
0.34
0.00
0.34
 - - - - - - - -
11.15
0.00
11.15
VER2322 15449
0.34
0.00
0.34
0.31
0.00
0.31
0.32
0.00
0.32
0.34
0.00
0.34
0.34
0.00
0.34
0.32
0.00
0.32
0.35
0.00
0.35
0.32
0.00
0.32
0.34
0.00
0.34
0.35
0.00
0.35
0.30
0.00
0.30
0.35
0.00
0.35
3.98
0.00
3.98
VER2322 6
0.67
0.00
0.67
0.61
0.00
0.61
0.64
3.00
-2.36
0.68
0.00
0.68
0.68
0.00
0.68
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
3.00
4.97