Client Analysis

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Client Metadata

Account ID

1002234

Account Name

1002234
Associated Projects
Project ID Project Name
VER1558 VER1558
VER1784 VER1784
VER1867 VER1867
VER1875 VER1875
VER2229 VER2229
Flag Summary

Project Allocations, Resources Overallocated: 0 1

Timewriting (April 2025): Corrected: 472.00h, Written: 480.00h, Difference: -8.00h (102%)

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

£1,182k

 

Planned Fees

£1,100k

Discount:
£-82k (-6.9%)

Corrected Fees

£1,119k

Scope Change:
£19k (1.7%)

Written Hours

£859k

Unrealised:
£-260k (-23.2%)

Revenue Assigned

£886k

Leakage:
£26k (3.1%)

Invoiced

£701k

Billing:
£-184k (-20.8%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £647k £603k £492k £347k £350k £350k
2024 £535k £498k £628k £512k £535k £351k
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)		 £647k £-44k
(-6.8%) 		£-111k
(-18.4%) 		£-145k
(-29.4%) 		£3k
(0.9%) 		£0k
(0.0%)
2024 £535k £-37k
(-7.0%) 		£130k
(26.1%) 		£-116k
(-18.4%) 		£23k
(4.5%) 		£-184k
(-34.5%)
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 £177k £128k £135k £86k £61k £57k £3k - - - - - £647k
Planned £161k £118k £124k £81k £59k £56k £3k - - - - - £603k
Corrected £123k £83k £88k £80k £59k £56k £3k - - - - - £492k
Written £78k £69k £81k £79k £41k - - - - - - - £347k
Revenue £81k £69k £81k £79k £41k - - - - - - - £350k
Invoiced - - £150k £81k £79k £41k - - - - - - £350k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £81k £100k £115k £43k £37k £33k £38k £37k £10k £11k £10k £20k £535k
Planned £70k £89k £102k £40k £37k £33k £38k £37k £10k £11k £10k £20k £498k
Corrected £86k £113k £127k £51k £49k £44k £51k £48k £12k £13k £12k £22k £628k
Written £54k £93k £123k £65k £48k £41k £28k £10k £12k £12k £13k £12k £512k
Revenue £62k £55k £100k £143k £49k £43k £22k £17k £12k £12k £13k £9k £535k
Invoiced £49k - - £39k - £15k £172k £35k - - £41k - £351k
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
VER1558 VER1558-1 15520 NL Senior Manager No 2023-10-02 2024-03-30 80% 250.00 225.00 832.00 571.50
VER1558 VER1558-2 15332 NL Manager No 2023-10-02 2024-03-30 80% 225.00 200.00 832.00 462.00
VER1558 VER1558-3 15728 NL Consultant No 2023-10-02 2024-03-30 100% 165.00 130.00 1040.00 812.50
VER1784 VER1784-1 15271 NL Manager No 2024-02-26 2024-05-01 42% 235.00 196.65 160.00 368.00
VER1867 VER1867-1 3042 NL Interim No 2024-02-05 2024-08-31 82% 251.50 251.50 984.00 739.00
VER1875 VER1875-1 15893 NL Interim No 2024-05-07 2025-01-01 35% 196.65 196.65 482.50 465.00
VER2229 VER2229-3 15536 NL Consultant No 2024-12-23 2025-07-01 95% 172.50 185.00 1040.00 707.00
VER2229 VER2229-6 15414 NL Manager No 2025-01-02 2025-07-01 15% 242.50 210.00 150.00 0.00
VER2229 VER2229-5 15271 NL Manager No 2025-01-02 2025-02-01 80% 242.50 210.00 140.00 81.00
VER2229 VER2229-4 15589 NL Senior Consultant No 2025-01-02 2025-04-01 39% 210.00 185.00 200.00 164.00
VER2229 VER2229-1 15668 NL Consultant No 2025-01-02 2025-07-01 81% 175.00 155.00 840.00 552.00
VER2229 VER2229-2 15728 NL Consultant No 2025-01-02 2025-05-01 76% 175.00 155.00 520.00 558.50
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
VER1875 15893
2.80
0.00
2.80
 - - - - - - - - - - -
2.80
0.00
2.80
VER2229 15536
174.60
154.00
20.60
151.82
120.00
31.82
159.42
144.00
15.42
167.01
160.00
7.01
167.00
112.00
55.00
159.42
0.00
159.42
7.59
0.00
7.59
 - - - - -
986.86
690.00
296.86
VER2229 15414
25.58
0.00
25.58
23.26
0.00
23.26
24.42
0.00
24.42
25.58
0.00
25.58
25.58
0.00
25.58
24.42
0.00
24.42
1.16
0.00
1.16
 - - - - -
150.00
0.00
150.00
VER2229 15271
140.00
81.00
59.00
 - - - - - - - - - - -
140.00
81.00
59.00
VER2229 15589
68.75
67.00
1.75
62.50
23.00
39.50
65.62
74.00
-8.38
3.13
0.00
3.13
 - - - - - - - -
200.00
164.00
36.00
VER2229 15668
143.26
0.00
143.26
130.23
116.00
14.23
136.74
148.00
-11.26
143.26
160.00
-16.74
143.26
128.00
15.26
136.74
0.00
136.74
6.51
0.00
6.51
 - - - - -
840.00
552.00
288.00
VER2229 15728
133.02
128.50
4.52
120.93
158.00
-37.07
126.98
112.00
14.98
133.02
160.00
-26.98
6.05
0.00
6.05
 - - - - - - -
520.00
558.50
-38.50