Client Analysis

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Client Metadata

Account ID

1002239

Account Name

1002239
Associated Projects
Project ID Project Name
VER1036 VER1036
VER1909 VER1909
VER1911 VER1911
VER1915 VER1915
VER1985 VER1985
VER2384 VER2384
Flag Summary

Project Allocations, Resources Overallocated: 0 1

Timewriting (April 2025): Corrected: 818.83h, Written: 830.00h, Difference: -11.17h (101%)

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

£3,356k

 

Planned Fees

£2,500k

Discount:
£-856k (-25.5%)

Corrected Fees

£2,089k

Scope Change:
£-411k (-16.4%)

Written Hours

£2,048k

Unrealised:
£-41k (-2.0%)

Revenue Assigned

£1,923k

Leakage:
£-125k (-6.1%)

Invoiced

£1,275k

Billing:
£-648k (-33.7%)

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)		 £69k £51k £51k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £1,127k £837k £834k £762k £648k £579k
2024 £2,229k £1,662k £1,256k £1,285k £1,275k £696k
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)		 £69k £-18k
(-26.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £1,127k £-290k
(-25.7%) 		£-4k
(-0.4%) 		£-71k
(-8.5%) 		£-115k
(-15.0%) 		£-69k
(-10.6%)
2024 £2,229k £-567k
(-25.4%) 		£-407k
(-24.5%) 		£30k
(2.4%) 		£-10k
(-0.8%) 		£-579k
(-45.4%)
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 £225k £165k £173k £178k £176k £168k £42k £33k £34k £2k - - £1,196k
Planned £166k £121k £128k £133k £132k £126k £31k £24k £25k £1k - - £888k
Corrected £164k £121k £127k £133k £132k £126k £31k £24k £25k £1k - - £884k
Written £151k £111k £124k £136k £125k £115k £1k - - - - - £762k
Revenue £151k £111k £124k £127k £136k - - - - - - - £648k
Invoiced £56k £151k £111k £124k £137k - - - - - - - £579k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £21k £19k £19k £20k £197k £284k £326k £279k £268k £284k £255k £258k £2,229k
Planned £21k £19k £19k £20k £146k £206k £237k £207k £198k £208k £189k £194k £1,662k
Corrected £31k £28k £28k £29k £85k £140k £161k £164k £160k £153k £138k £139k £1,256k
Written £32k £26k £27k £31k £80k £112k £168k £172k £176k £159k £171k £132k £1,285k
Revenue £32k £26k £27k £31k £32k £148k £168k £172k £173k £163k £171k £132k £1,275k
Invoiced - £28k £58k - £57k £69k £48k £124k £84k £95k £73k £59k £696k
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
VER1036 VER1036-1 15616 NL Interim No 2022-09-01 2024-10-01 90% 184.06 184.06 3933.00 3886.00
VER1909 VER1909-1 15945 NL Partner No 2024-05-01 2025-01-01 1% 397.50 220.00 16.00 16.00
VER1909 VER1909-2 15919 NL Director No 2024-05-01 2024-08-03 63% 305.00 220.00 344.00 376.00
VER1909 VER1909-6 15904 NL Senior Consultant No 2024-06-03 2025-01-01 70% 205.00 150.00 856.00 856.00
VER1909 VER1909-7 15280 NL Senior Consultant No 2024-06-03 2025-01-01 70% 205.00 150.00 862.00 862.00
VER1909 VER1909-4 15933 NL Senior Consultant No 2024-06-03 2025-01-01 80% 205.00 150.00 980.00 990.00
VER1909 VER1909-8 15944 NL Consultant No 2024-06-03 2025-01-01 80% 172.50 115.00 980.00 1016.00
VER1909 VER1909-10 15086 NL Senior Manager No 2024-08-05 2025-01-01 74% 262.50 220.00 640.00 640.00
VER1909 VER1909-9 16001 NL Other No 2024-10-11 2025-01-01 65% 90.00 90.00 308.50 308.50
VER1911 VER1911-1 15940 NL Senior Consultant No 2024-05-01 2025-01-01 77% 205.00 160.00 1088.00 1134.00
VER1911 VER1911-3 15943 NL Consultant No 2024-08-13 2024-11-16 59% 172.50 90.00 324.00 426.00
VER1915 VER1915-1 15950 NL Consultant No 2024-05-16 2025-01-01 18% 172.50 115.00 240.00 212.00
VER1985 VER1985-2 56 NL Partner No 2024-05-20 2024-05-29 6% 397.50 397.50 4.00 4.00
VER1985 VER1985-3 172 NL Senior Manager No 2024-05-20 2024-05-29 13% 262.50 262.50 8.00 8.00
VER2384 VER2384-1 15945 NL Partner No 2025-01-02 2025-04-01 11% 407.50 225.00 54.00 48.00
VER2384 VER2384-2 15086 NL Senior Manager No 2025-01-02 2025-04-01 68% 270.00 225.00 350.00 350.00
VER2384 VER2384-6 16063 NL Senior Consultant No 2025-01-02 2025-07-01 93% 210.00 155.00 964.00 812.00
VER2384 VER2384-5 15280 NL Senior Consultant No 2025-01-02 2025-07-01 87% 210.00 155.00 896.00 880.00
VER2384 VER2384-4 16061 NL Senior Consultant No 2025-01-02 2025-10-01 93% 210.00 155.00 1451.00 916.00
VER2384 VER2384-7 16068 NL Consultant No 2025-01-02 2025-07-01 93% 175.00 120.00 964.00 928.00
VER2384 VER2384-3 16055 NL Director No 2025-01-06 2025-04-01 19% 312.50 225.00 96.00 96.00
VER2384 VER2384-8 16053 NL Senior Consultant No 2025-01-06 2025-02-01 100% 210.00 155.00 160.00 160.00
VER2384 VER2384-10 16055 NL Director No 2025-04-01 2025-07-01 19% 312.50 225.00 100.00 96.00
VER2384 VER2384-11 15086 NL Senior Manager No 2025-04-01 2025-07-01 75% 270.00 225.00 397.00 397.00
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
VER1909 15945
0.09
0.00
0.09
 - - - - - - - - - - -
0.09
0.00
0.09
VER1909 15904
5.60
0.00
5.60
 - - - - - - - - - - -
5.60
0.00
5.60
VER1909 15280
5.63
0.00
5.63
 - - - - - - - - - - -
5.63
0.00
5.63
VER1909 15933
6.41
0.00
6.41
 - - - - - - - - - - -
6.41
0.00
6.41
VER1909 15944
6.41
0.00
6.41
 - - - - - - - - - - -
6.41
0.00
6.41
VER1909 15086
5.92
0.00
5.92
 - - - - - - - - - - -
5.92
0.00
5.92
VER1909 16001
5.23
0.00
5.23
 - - - - - - - - - - -
5.23
0.00
5.23
VER1911 15940
6.18
0.00
6.18
 - - - - - - - - - - -
6.18
0.00
6.18
VER1915 15950
1.45
0.00
1.45
 - - - - - - - - - - -
1.45
0.00
1.45
VER2384 15945
18.56
0.00
18.56
16.88
0.00
16.88
17.72
48.00
-30.28
0.84
0.00
0.84
 - - - - - - - -
54.00
48.00
6.00
VER2384 15086
120.31
142.00
-21.69
109.38
128.00
-18.62
114.84
80.00
34.84
5.47
0.00
5.47
 - - - - - - - -
350.00
350.00
0.00
VER2384 16063
164.40
104.00
60.40
149.46
144.00
5.46
156.93
152.00
4.93
164.40
152.00
12.40
164.40
116.00
48.40
156.94
144.00
12.94
7.47
0.00
7.47
 - - - - -
964.00
812.00
152.00
VER2384 15280
152.81
160.00
-7.19
138.91
96.00
42.91
145.86
144.00
1.86
152.81
160.00
-7.19
152.80
160.00
-7.20
145.86
160.00
-14.14
6.95
0.00
6.95
 - - - - -
896.00
880.00
16.00
VER2384 16061
163.70
160.00
3.70
148.82
120.00
28.82
156.26
168.00
-11.74
163.70
168.00
-4.30
163.70
160.00
3.70
156.26
132.00
24.26
171.15
8.00
163.15
156.26
0.00
156.26
163.71
0.00
163.71
7.44
0.00
7.44
 - -
1451.00
916.00
535.00
VER2384 16068
164.40
176.00
-11.60
149.46
160.00
-10.54
156.93
132.00
24.93
164.40
168.00
-3.60
164.40
160.00
4.40
156.94
132.00
24.94
7.47
0.00
7.47
 - - - - -
964.00
928.00
36.00
VER2384 16055
30.97
32.00
-1.03
30.97
32.00
-1.03
32.51
32.00
0.51
1.55
0.00
1.55
 - - - - - - - -
96.00
96.00
0.00
VER2384 16053
160.00
160.00
0.00
 - - - - - - - - - - -
160.00
160.00
0.00
VER2384 16055 - - -
33.33
48.00
-14.67
33.34
32.00
1.34
31.82
16.00
15.82
1.51
0.00
1.51
 - - - - -
100.00
96.00
4.00
VER2384 15086 - - -
132.33
134.00
-1.67
132.34
138.00
-5.66
126.32
125.00
1.32
6.01
0.00
6.01
 - - - - -
397.00
397.00
0.00