Client Analysis

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Client Metadata

Account ID

1002262

Account Name

1002262
Associated Projects
Project ID Project Name
VER1531 VER1531
VER1885 VER1885
VER2172 VER2172
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 62.91h, Written: 26.00h, Difference: 36.91h (41%)

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

£108k

 

Planned Fees

£70k

Discount:
£-38k (-35.5%)

Corrected Fees

£100k

Scope Change:
£30k (43.2%)

Written Hours

£77k

Unrealised:
£-23k (-22.6%)

Revenue Assigned

£78k

Leakage:
£1k (1.1%)

Invoiced

£68k

Billing:
£-10k (-13.3%)

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)		 £56k £37k £60k £46k £44k £55k
2024 £52k £33k £40k £32k £35k £13k
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
(-34.4%) 		£0k
(75.2%) 		- - -
2025 (Actual)
(Up to July 2025)		 £56k £-19k
(-34.3%) 		£23k
(63.0%) 		£-15k
(-24.3%) 		£-2k
(-4.7%) 		£12k
(26.9%)
2024 £52k £-19k
(-36.7%) 		£7k
(20.9%) 		£-8k
(-20.0%) 		£3k
(9.6%) 		£-22k
(-63.7%)
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 £5k £6k £9k £9k £9k £9k £9k £0k - - - - £57k
Planned £3k £4k £6k £6k £6k £6k £6k £0k - - - - £37k
Corrected £5k £5k £9k £10k £10k £10k £11k £0k - - - - £61k
Written £6k £14k £7k £4k £10k £5k £0k - - - - - £46k
Revenue £6k £15k £3k £9k £10k - - - - - - - £44k
Invoiced - £16k £21k - £12k £10k £-4k - - - - - £55k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £3k £5k £4k £4k £5k £8k £5k £5k £52k
Planned £2k £2k £2k £2k £2k £3k £3k £2k £3k £5k £3k £3k £33k
Corrected £2k £2k £2k £2k £2k £3k £3k £2k £5k £8k £5k £5k £40k
Written £0k £0k £0k £1k £1k £1k £3k £3k £5k £8k £5k £4k £32k
Revenue - - - £4k £1k £1k £3k £3k £3k £3k - £16k £35k
Invoiced - - - £2k - £2k - £5k £3k - - - £13k
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
VER1531 VER1531-3 15413 CH Senior Consultant No 2023-08-15 2024-06-29 0% 286.46 165.00 2.00 0.00
VER1531 VER1531-1 15667 GB Manager No 2023-08-15 2024-06-29 5% 254.36 165.00 94.00 0.00
VER1885 VER1885-2 15413 CH Senior Consultant No 2023-08-15 2024-06-29 0% 286.46 165.00 1.00 1.00
VER1885 VER1885-1 15667 GB Manager No 2023-09-05 2024-10-01 1% 254.36 165.00 32.00 32.00
VER1885 VER1885-4 15856 GB Manager No 2024-06-10 2024-10-01 7% 267.44 165.00 46.00 46.00
VER1885 VER1885-5 15478 GB Manager No 2024-09-11 2024-11-01 12% 267.44 165.00 37.00 36.50
VER2172 VER2172-3 7000015 N/A N/A No 2024-10-01 2025-07-01 1% 180.00 180.00 10.00 0.00
VER2172 VER2172-1 15478 GB Manager No 2024-10-07 2025-08-01 15% 267.44 165.00 265.00 258.00
VER2172 VER2172-5 15232 NL Manager No 2025-02-18 2025-08-01 8% 242.50 165.00 80.00 34.00
VER2172 VER2172-2 15533 ZA Manager No 2025-03-12 2025-08-01 11% 153.13 165.00 93.00 73.00
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
VER2172 7000015
1.17
0.00
1.17
1.02
0.00
1.02
1.07
0.00
1.07
1.13
0.00
1.13
1.12
0.00
1.12
1.08
0.00
1.08
0.05
0.00
0.05
 - - - - -
6.64
0.00
6.64
VER2172 15478
28.34
36.00
-7.66
24.66
51.00
-26.34
25.88
33.00
-7.12
27.12
8.00
19.12
27.12
30.00
-2.88
25.88
11.00
14.88
28.34
0.00
28.34
1.24
0.00
1.24
 - - - -
188.58
169.00
19.58
VER2172 15232 -
6.05
32.00
-25.95
14.12
1.00
13.12
14.79
0.00
14.79
14.79
0.00
14.79
14.12
1.00
13.12
15.46
0.00
15.46
0.67
0.00
0.67
 - - - -
80.00
34.00
46.00
VER2172 15533 - -
12.64
8.00
4.64
19.87
18.00
1.87
19.86
29.00
-9.14
18.96
18.00
0.96
20.76
1.00
19.76
0.91
0.00
0.91
 - - - -
93.00
74.00
19.00