Client Analysis

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Client Metadata

Account ID

1002145

Account Name

1002145
Associated Projects
Project ID Project Name
VER2530 VER2530
VER409 VER409
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 6.00h, Written: 0.00h, Difference: 6.00h (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

£9k

 

Planned Fees

£8k

Discount:
£-1k (-7.0%)

Corrected Fees

£8k

Scope Change:
£-0k (-2.0%)

Written Hours

£7k

Unrealised:
£-1k (-15.8%)

Revenue Assigned

£13k

Leakage:
£6k (90.5%)

Invoiced

£7k

Billing:
£-5k (-43.0%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £7k £7k £7k £7k £7k £0k
2024 £1k £1k £1k £0k £6k £7k
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)		 £0k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £7k £-0k
(-1.7%) 		£-0k
(-0.3%) 		£-0k
(-6.9%) 		£0k
(0.0%) 		£-7k
(-100.0%)
2024 £1k £-0k
(-35.2%) 		£-0k
(-15.2%) 		£-1k
(-100.0%) 		£6k
(0.0%) 		£1k
(20.0%)
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 £0k £0k - £1k £6k - - - - - - - £7k
Planned £0k £0k - £1k £6k - - - - - - - £7k
Corrected £0k £0k - £1k £6k - - - - - - - £7k
Written - - - - £7k - - - - - - - £7k
Revenue - - - - £7k - - - - - - - £7k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £1k
Planned £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £1k
Corrected £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £1k
Written - - - - - - - - - - - - £0k
Revenue £3k - - - - - - £3k - - - - £6k
Invoiced - - - - £7k - - - - - - - £7k
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
VER2530 VER2530-3 10157 NL Director No 2025-04-28 2025-05-16 2% 312.50 310.00 2.00 2.00
VER2530 VER2530-1 6 NL Senior Manager No 2025-04-28 2025-05-16 13% 270.00 267.50 16.00 12.00
VER2530 VER2530-2 16102 NL Consultant No 2025-04-28 2025-05-16 10% 175.00 175.00 12.00 16.00
VER409 VER409-1 6 NL Senior Manager No 2021-03-03 2025-03-02 0% 270.00 175.00 17.00 41.00
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
VER2530 10157 - - -
0.40
0.00
0.40
1.60
2.00
-0.40
 - - - - - - -
2.00
2.00
0.00
VER2530 6 - - -
3.20
0.00
3.20
12.80
12.00
0.80
 - - - - - - -
16.00
12.00
4.00
VER2530 16102 - - -
2.40
0.00
2.40
9.60
16.00
-6.40
 - - - - - - -
12.00
16.00
-4.00
VER409 6
0.37
0.00
0.37
0.33
0.00
0.33
 - - - - - - - - - -
0.70
0.00
0.70