Client Analysis

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Client Metadata

Account ID

1001733

Account Name

1001733
Associated Projects
Project ID Project Name
VER1696 VER1696
VER2275 VER2275
VER2515 VER2515
VER2516 VER2516
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 19.02h, Written: 6.00h, Difference: 13.02h (32%)

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

£41k

 

Planned Fees

£33k

Discount:
£-8k (-19.7%)

Corrected Fees

£33k

Scope Change:
£-1k (-1.6%)

Written Hours

£32k

Unrealised:
£-1k (-3.2%)

Revenue Assigned

£24k

Leakage:
£-7k (-22.7%)

Invoiced

£33k

Billing:
£8k (33.8%)

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)		 £17k £13k £13k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £31k £25k £25k £24k £17k £27k
2024 £10k £8k £7k £8k £8k £6k
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)		 £17k £-4k
(-23.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £31k £-6k
(-19.5%) 		£-0k
(0.0%) 		£-1k
(-4.8%) 		£-7k
(-29.9%) 		£10k
(60.5%)
2024 £10k £-2k
(-20.4%) 		£-1k
(-6.5%) 		£0k
(1.9%) 		£0k
(0.0%) 		£-2k
(-25.8%)
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 £3k £3k £3k £5k £6k £6k £5k £3k £3k £4k £3k £4k £49k
Planned £2k £2k £2k £4k £5k £5k £4k £3k £3k £3k £2k £3k £38k
Corrected £2k £2k £2k £4k £5k £5k £4k £3k £3k £3k £2k £3k £38k
Written £7k £4k £4k £1k £7k £2k £0k - - - - - £24k
Revenue £4k £4k £4k £1k £4k - - - - - - - £17k
Invoiced - £27k £1k £-1k - - - - - - - - £27k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £10k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £8k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £7k
Written - - £1k £1k £3k - - - - - £1k £2k £8k
Revenue - - £1k £1k £3k - - - £0k £-0k £1k £2k £8k
Invoiced - - - - - - £5k - - - - £1k £6k
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
VER1696 VER1696-1 100 NL Partner No 2024-01-02 2025-01-01 0% 397.50 263.00 10.00 8.50
VER1696 VER1696-3 15403 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 230.00 10.00 0.00
VER1696 VER1696-2 15199 NL Manager No 2024-01-02 2025-01-01 0% 235.00 208.00 7.50 7.50
VER1696 VER1696-6 15659 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 187.00 5.00 20.00
VER2275 VER2275-1 100 NL Partner No 2025-01-02 2026-01-01 0% 407.50 272.00 1.00 0.00
VER2275 VER2275-7 100 NL Partner No 2025-01-02 2026-01-01 2% 407.50 238.05 45.00 23.50
VER2275 VER2275-8 15659 NL Senior Consultant No 2025-01-02 2026-01-01 4% 210.00 193.54 92.00 68.00
VER2275 VER2275-2 15659 NL Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 189.00 1.00 0.00
VER2515 VER2515-2 100 NL Partner No 2025-04-16 2025-07-15 0% 407.50 238.05 0.00 0.00
VER2515 VER2515-3 15659 NL Senior Consultant No 2025-04-16 2025-07-15 8% 210.00 193.54 39.00 26.00
VER2516 VER2516-2 100 NL Partner No 2025-04-14 2028-04-15 0% 407.50 238.05 0.00 0.00
VER2516 VER2516-3 15659 NL Senior Consultant No 2025-04-14 2028-04-15 1% 210.00 193.54 43.00 0.00
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
VER1696 100
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1696 15403
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1696 15199
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1696 15659
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER2275 100
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
VER2275 100
3.79
6.00
-2.21
3.45
4.00
-0.55
3.62
7.50
-3.88
3.79
2.00
1.79
3.79
3.00
0.79
3.62
1.00
2.62
3.97
0.00
3.97
3.62
0.00
3.62
3.79
0.00
3.79
3.97
0.00
3.97
3.45
0.00
3.45
3.97
0.00
3.97
44.83
23.50
21.33
VER2275 15659
7.75
27.00
-19.25
7.05
16.00
-8.95
7.40
9.00
-1.60
7.76
4.00
3.76
7.76
8.00
-0.24
7.40
4.00
3.40
8.11
0.00
8.11
7.40
0.00
7.40
7.75
0.00
7.75
8.11
0.00
8.11
7.05
0.00
7.05
8.11
0.00
8.11
91.65
68.00
23.65
VER2275 15659
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
VER2515 15659 - - -
6.60
0.00
6.60
13.20
22.00
-8.80
12.60
4.00
8.60
6.60
1.00
5.60
 - - - - -
39.00
27.00
12.00
VER2516 15659 - - -
0.71
0.00
0.71
1.21
0.00
1.21
1.15
0.00
1.15
1.26
0.00
1.26
1.15
0.00
1.15
1.21
0.00
1.21
1.26
0.00
1.26
1.10
0.00
1.10
1.26
0.00
1.26
10.31
0.00
10.31