Client Analysis

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Client Metadata

Account ID

1002289

Account Name

1002289
Associated Projects
Project ID Project Name
VER1468 VER1468
VER1599 VER1599
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.80h, Written: 3.50h, Difference: 5.30h (40%)

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

£53k

 

Planned Fees

£50k

Discount:
£-3k (-6.0%)

Corrected Fees

£50k

Scope Change:
£0k (0.0%)

Written Hours

£22k

Unrealised:
£-28k (-55.9%)

Revenue Assigned

£19k

Leakage:
£-3k (-12.9%)

Invoiced

£20k

Billing:
£1k (6.0%)

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)		 £14k £14k £14k £6k £4k £6k
2024 £39k £36k £36k £16k £15k £14k
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)		 £14k £0k
(0.0%) 		£0k
(0.0%) 		£-8k
(-56.4%) 		£-2k
(-27.0%) 		£2k
(42.0%)
2024 £39k £-3k
(-8.1%) 		£0k
(0.0%) 		£-20k
(-55.7%) 		£-1k
(-7.4%) 		£-1k
(-4.9%)
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 £2k £2k £2k £2k £2k £2k £2k £0k - - - - £14k
Planned £2k £2k £2k £2k £2k £2k £2k £0k - - - - £14k
Corrected £2k £2k £2k £2k £2k £2k £2k £0k - - - - £14k
Written £1k £0k £1k £1k £2k £1k - - - - - - £6k
Revenue £1k £0k £1k £1k £2k - - - - - - - £4k
Invoiced £2k - £1k - £2k £2k - - - - - - £6k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £5k £4k £4k £5k £5k £4k £2k £2k £2k £2k £2k £2k £39k
Planned £4k £4k £4k £4k £4k £4k £2k £2k £2k £2k £2k £2k £36k
Corrected £4k £4k £4k £4k £4k £4k £2k £2k £2k £2k £2k £2k £36k
Written £1k £1k £1k £1k £3k £1k £1k £3k £1k £1k £1k £1k £16k
Revenue £1k £1k £1k £1k £2k £1k £1k £3k £1k £1k £1k £1k £15k
Invoiced - - £3k - - - £5k - £4k - £1k £0k £14k
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
VER1468 VER1468-1 15433 ZA Business Associate No 2023-11-14 2025-08-01 2% 265.00 265.00 72.00 69.50
VER1599 VER1599-1 15433 ZA Business Associate No 2023-10-19 2025-08-01 3% 206.88 206.88 112.00 22.00
VER1599 VER1599-2 15405 NL Senior Consultant No 2023-10-19 2024-06-29 7% 197.50 155.00 104.00 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
VER1468 15433
3.68
2.00
1.68
3.20
1.00
2.20
3.37
3.00
0.37
3.52
3.50
0.02
3.53
3.00
0.53
3.36
0.00
3.36
3.69
0.00
3.69
0.16
0.00
0.16
 - - - -
24.51
12.50
12.01
VER1599 15433
5.52
0.00
5.52
4.80
1.00
3.80
5.03
0.00
5.03
5.28
0.00
5.28
5.27
7.00
-1.73
5.04
5.50
-0.46
5.51
0.00
5.51
0.24
0.00
0.24
 - - - -
36.69
13.50
23.19