Client Analysis

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Client Metadata

Account ID

1002174

Account Name

1002174
Associated Projects
Project ID Project Name
VER1519 VER1519
VER1956 VER1956
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 0.00h, Written: 0.00h, Difference: 0.00h (N/A%)

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

£242k

 

Planned Fees

£166k

Discount:
£-76k (-31.4%)

Corrected Fees

£170k

Scope Change:
£5k (2.9%)

Written Hours

£57k

Unrealised:
£-113k (-66.4%)

Revenue Assigned

£58k

Leakage:
£1k (1.2%)

Invoiced

£58k

Billing:
£-0k (-0.1%)

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)		 £25k £18k £18k £5k £5k £9k
2024 £217k £147k £152k £52k £53k £49k
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)		 £25k £-6k
(-26.4%) 		£0k
(1.1%) 		£-13k
(-72.4%) 		£-0k
(-1.9%) 		£5k
(91.5%)
2024 £217k £-69k
(-32.0%) 		£5k
(3.1%) 		£-100k
(-65.6%) 		£1k
(1.5%) 		£-5k
(-8.6%)
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 £25k - - - - - - - - - - - £25k
Planned £18k - - - - - - - - - - - £18k
Corrected £18k - - - - - - - - - - - £18k
Written £5k - - - - - - - - - - - £5k
Revenue £5k - - - - - - - - - - - £5k
Invoiced £9k - - - - - - - - - - - £9k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £18k £17k £17k £11k £13k £17k £20k £19k £18k £21k £22k £23k £217k
Planned £11k £11k £11k £8k £9k £11k £13k £13k £13k £14k £16k £17k £147k
Corrected £10k £13k £13k £9k £9k £11k £13k £13k £13k £15k £16k £17k £152k
Written £3k £9k £10k £7k £2k £0k - £2k £1k £5k £9k £5k £52k
Revenue £3k £8k £10k £6k £2k £0k £0k £2k £1k £4k £11k £6k £53k
Invoiced - £12k - £22k £7k - - - - - - £9k £49k
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
VER1519 VER1519-1 15243 GB Director No 2023-08-01 2024-04-16 5% 305.23 186.05 71.00 66.50
VER1519 VER1519-6 15697 ZA Manager No 2023-08-01 2024-06-01 0% 135.00 139.53 7.50 7.50
VER1519 VER1519-2 15532 US Manager No 2023-08-01 2024-04-16 1% 325.00 139.53 18.00 18.00
VER1519 VER1519-3 15641 GB Consultant No 2023-08-01 2024-04-16 8% 203.49 139.53 114.00 114.00
VER1519 VER1519-4 15478 GB Senior Consultant No 2023-10-05 2024-04-27 21% 229.65 139.53 248.00 226.50
VER1519 VER1519-5 15697 ZA Manager No 2024-01-25 2024-04-16 13% 142.50 186.05 59.50 32.00
VER1956 VER1956-2 15478 GB Manager No 2024-05-13 2025-02-01 40% 267.44 180.23 606.00 63.50
VER1956 VER1956-1 15697 ZA Manager No 2024-08-06 2025-02-01 2% 142.50 191.86 24.00 23.00
VER1956 VER1956-4 15582 NL Senior Consultant No 2024-10-28 2025-02-01 10% 205.00 180.23 56.00 71.00
VER1956 VER1956-5 15697 ZA Manager No 2024-12-03 2025-02-01 3% 142.50 180.23 10.00 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
VER1956 15478
73.35
8.00
65.35
 - - - - - - - - - - -
73.35
8.00
65.35
VER1956 15697
4.28
0.00
4.28
 - - - - - - - - - - -
4.28
0.00
4.28
VER1956 15582
18.40
19.00
-0.60
 - - - - - - - - - - -
18.40
19.00
-0.60
VER1956 15697
5.23
1.00
4.23
 - - - - - - - - - - -
5.23
1.00
4.23