Client Analysis

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Client Metadata

Account ID

1002277

Account Name

1002277
Associated Projects
Project ID Project Name
VER1589 VER1589
VER2135 VER2135
VER2268 VER2268
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 13.82h, Written: 0.00h, Difference: 13.82h (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

£140k

 

Planned Fees

£128k

Discount:
£-12k (-8.4%)

Corrected Fees

£123k

Scope Change:
£-4k (-3.5%)

Written Hours

£52k

Unrealised:
£-71k (-57.8%)

Revenue Assigned

£52k

Leakage:
£0k (0.0%)

Invoiced

£74k

Billing:
£22k (42.8%)

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)		 £21k £20k £17k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £30k £29k £24k £13k £13k £20k
2024 £110k £99k £99k £39k £39k £54k
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)		 £21k £-1k
(-3.0%) 		£-3k
(-15.8%) 		- - -
2025 (Actual)
(Up to July 2025)		 £30k £-1k
(-2.8%) 		£-4k
(-15.4%) 		£-11k
(-45.6%) 		£0k
(0.0%) 		£7k
(51.9%)
2024 £110k £-11k
(-9.9%) 		£0k
(0.0%) 		£-60k
(-60.8%) 		£0k
(0.0%) 		£15k
(39.6%)
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 £5k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £51k
Planned £5k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £49k
Corrected £4k £3k £3k £3k £3k £3k £4k £3k £3k £4k £3k £4k £42k
Written £3k £9k £2k - - - - - - - - - £13k
Revenue £3k £9k £2k - - - - - - - - - £13k
Invoiced £7k £3k £9k £2k - - - - - - - - £20k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £23k £22k £24k £25k £1k £0k £0k £0k £0k £0k £0k £14k £110k
Planned £21k £19k £21k £22k £1k £0k £0k £0k £0k £0k £0k £14k £99k
Corrected £21k £19k £21k £22k £1k £0k £0k £0k £0k £0k £0k £14k £99k
Written £19k £1k £6k £6k - - - - - £1k - £6k £39k
Revenue £19k £1k £6k £6k - - - - - - - £7k £39k
Invoiced £18k £34k - £1k - - - - - - - - £54k
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
VER1589 VER1589-4 128 NL Partner No 2023-10-23 2024-05-01 1% 375.00 200.00 10.00 3.00
VER1589 VER1589-2 15659 NL Consultant No 2023-10-23 2024-05-01 30% 165.00 200.00 333.00 144.50
VER1589 VER1589-1 10231 NL Director No 2023-10-30 2024-05-01 25% 287.50 200.00 267.00 182.00
VER1589 VER1589-5 15250 NL Director No 2024-02-26 2024-05-01 5% 305.00 200.00 20.00 1.00
VER2135 VER2135-1 128 NL Partner No 2024-01-02 2025-01-01 0% 397.50 271.50 3.00 6.00
VER2135 VER2135-2 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 271.50 3.00 8.50
VER2135 VER2135-4 15696 NL Consultant No 2024-12-02 2025-01-01 22% 165.00 186.00 40.00 0.00
VER2135 VER2135-5 15566 NL Business Associate No 2024-12-02 2025-01-01 22% 186.00 186.00 40.00 16.00
VER2268 VER2268-2 15449 NL Director No 2025-01-02 2026-01-01 2% 312.50 282.00 40.00 9.50
VER2268 VER2268-1 128 NL Director No 2025-01-02 2026-01-01 1% 312.50 282.00 24.00 19.50
VER2268 VER2268-8 15566 NL Business Associate No 2025-01-02 2026-01-01 3% 257.00 257.00 60.00 20.00
VER2268 VER2268-3 15696 NL Consultant No 2025-01-02 2026-01-01 0% 165.00 193.00 0.00 0.00
VER2268 VER2268-4 15659 NL Senior Consultant No 2025-01-02 2026-01-01 2% 210.00 193.00 40.00 0.00
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
VER2135 128
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER2135 15449
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER2135 15696
1.74
0.00
1.74
 - - - - - - - - - - -
1.74
0.00
1.74
VER2135 15566
1.74
0.00
1.74
 - - - - - - - - - - -
1.74
0.00
1.74
VER2268 15449
3.37
2.00
1.37
3.07
4.50
-1.43
3.22
3.00
0.22
3.37
0.00
3.37
3.37
0.00
3.37
3.22
0.00
3.22
3.52
0.00
3.52
3.22
0.00
3.22
3.37
0.00
3.37
3.53
0.00
3.53
3.06
0.00
3.06
3.53
0.00
3.53
39.85
9.50
30.35
VER2268 128
2.02
7.00
-4.98
1.84
9.00
-7.16
1.93
3.50
-1.57
2.02
0.00
2.02
2.02
0.00
2.02
1.93
0.00
1.93
2.12
0.00
2.12
1.93
0.00
1.93
2.02
0.00
2.02
2.12
0.00
2.12
1.84
0.00
1.84
2.12
0.00
2.12
23.91
19.50
4.41
VER2268 15566
5.06
0.00
5.06
4.60
20.00
-15.40
4.83
0.00
4.83
5.06
0.00
5.06
5.06
0.00
5.06
4.83
0.00
4.83
5.28
0.00
5.28
4.83
0.00
4.83
5.06
0.00
5.06
5.28
0.00
5.28
4.60
0.00
4.60
5.28
0.00
5.28
59.77
20.00
39.77
VER2268 15659
3.37
0.00
3.37
3.07
0.00
3.07
3.22
0.00
3.22
3.37
0.00
3.37
3.37
0.00
3.37
3.22
0.00
3.22
3.52
0.00
3.52
3.22
0.00
3.22
3.37
0.00
3.37
3.53
0.00
3.53
3.06
0.00
3.06
3.53
0.00
3.53
39.85
0.00
39.85