Client Analysis

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Client Metadata

Account ID

1002303

Account Name

1002303
Associated Projects
Project ID Project Name
VER1339 VER1339
VER1896 VER1896
VER2072 VER2072
VER2075 VER2075
VER2362 VER2362
VER2435 VER2435
VER2554 VER2554
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 90.28h, Written: 69.00h, Difference: 21.28h (76%)

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

£433k

 

Planned Fees

£346k

Discount:
£-87k (-20.1%)

Corrected Fees

£412k

Scope Change:
£65k (18.9%)

Written Hours

£255k

Unrealised:
£-156k (-37.9%)

Revenue Assigned

£222k

Leakage:
£-33k (-13.0%)

Invoiced

£223k

Billing:
£1k (0.4%)

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)		 £207k £180k £214k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £192k £169k £215k £110k £81k £123k
2024 £242k £177k £196k £146k £141k £100k
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)		 £207k £-27k
(-12.9%) 		£34k
(18.7%) 		- - -
2025 (Actual)
(Up to July 2025)		 £192k £-22k
(-11.7%) 		£46k
(27.3%) 		£-106k
(-49.1%) 		£-28k
(-25.9%) 		£42k
(51.4%)
2024 £242k £-65k
(-26.7%) 		£19k
(10.9%) 		£-50k
(-25.7%) 		£-5k
(-3.3%) 		£-41k
(-29.0%)
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 £16k £18k £19k £12k £41k £41k £45k £41k £41k £43k £38k £43k £399k
Planned £14k £16k £16k £12k £36k £36k £40k £36k £36k £38k £33k £38k £350k
Corrected £20k £22k £23k £18k £42k £43k £47k £43k £43k £45k £39k £45k £429k
Written £19k £19k £13k £13k £14k £30k £1k - - - - - £110k
Revenue £16k £26k £13k £13k £14k - - - - - - - £81k
Invoiced £41k £15k £29k £11k £13k £14k - - - - - - £123k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £58k £3k - £7k £22k £53k £16k £13k £16k £19k £17k £18k £242k
Planned £45k £2k - £4k £14k £47k £10k £7k £11k £12k £11k £12k £177k
Corrected £50k £2k - £4k £14k £47k £10k £10k £14k £15k £14k £15k £196k
Written - - - £4k £10k £43k £14k £11k £13k £17k £16k £16k £146k
Revenue £-1k - - £4k £10k £47k £6k £10k £12k £18k £12k £23k £141k
Invoiced - - - - - £26k £43k - £21k - £10k - £100k
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
VER1339 VER1339-1 15323 CH Senior Manager No 2023-02-01 2024-02-01 8% 371.09 273.44 160.00 9.80
VER1339 VER1339-2 15411 JP Senior Manager No 2023-02-01 2024-02-01 10% 238.84 246.09 206.00 231.00
VER1339 VER1339-3 15432 JP Senior Manager No 2023-02-01 2024-02-01 11% 238.84 246.09 238.00 380.50
VER1339 VER1339-5 15393 NL Business Associate No 2023-02-01 2024-02-01 15% 191.41 191.41 308.00 271.00
VER1339 VER1339-7 15615 NL Consultant No 2023-02-01 2024-02-01 60% 165.00 112.50 1256.00 597.00
VER1339 VER1339-6 15595 NL Consultant No 2023-02-01 2024-02-01 67% 165.00 112.50 1400.00 1399.00
VER1339 VER1339-11 15698 JP Senior Manager No 2023-05-01 2024-02-01 11% 238.84 246.09 169.50 368.00
VER1896 VER1896-5 15595 NL Consultant No 2024-04-22 2024-06-29 69% 172.50 112.03 276.00 276.00
VER1896 VER1896-13 15604 US Director No 2024-06-03 2024-08-01 4% 398.58 283.02 13.00 13.00
VER1896 VER1896-10 15411 JP Director No 2024-06-03 2024-08-01 2% 262.74 259.43 8.00 8.00
VER1896 VER1896-11 15698 JP Senior Manager No 2024-06-03 2024-08-01 2% 224.52 259.43 8.00 8.00
VER1896 VER1896-12 15393 NL Business Associate No 2024-06-03 2024-08-01 2% 188.68 188.68 8.00 6.00
VER1896 VER1896-4 15393 NL Business Associate No 2024-06-03 2024-06-29 30% 188.68 188.68 48.00 48.00
VER1896 VER1896-3 15698 JP Senior Manager No 2024-06-10 2024-06-29 33% 224.52 259.43 40.00 40.00
VER1896 VER1896-2 15411 JP Director No 2024-06-20 2024-06-29 79% 262.74 259.43 44.00 28.00
VER1896 VER1896-9 15595 NL Senior Consultant No 2024-07-01 2024-08-01 27% 205.00 112.03 52.00 47.00
VER2072 VER2072-3 15571 NL Business Associate No 2024-09-05 2025-08-30 4% 262.50 262.50 88.00 9.00
VER2072 VER2072-2 15246 BE Manager No 2024-09-05 2027-01-01 5% 235.00 235.00 236.00 82.00
VER2075 VER2075-2 15604 US Director No 2024-08-05 2025-01-01 5% 398.58 283.02 42.00 40.00
VER2075 VER2075-3 15595 NL Senior Consultant No 2024-08-05 2025-01-01 42% 205.00 112.03 365.00 366.00
VER2075 VER2075-1 15124 NL Partner No 2024-09-19 2025-01-01 1% 397.50 0.00 8.00 5.00
VER2362 VER2362-1 15595 NL Senior Consultant No 2025-01-06 2026-01-01 42% 210.00 194.20 860.00 352.00
VER2435 VER2435-1 15124 NL Partner No 2025-01-20 2025-04-01 2% 407.50 334.82 8.00 10.00
VER2435 VER2435-2 15604 US Director No 2025-01-20 2025-04-01 5% 390.63 267.86 20.00 20.00
VER2435 VER2435-3 15328 NL Senior Consultant No 2025-01-20 2025-04-01 8% 210.00 178.57 32.00 11.50
VER2554 VER2554-1 15124 NL Partner No 2025-05-05 2026-01-01 2% 407.50 345.65 32.00 8.00
VER2554 VER2554-2 16119 US Director No 2025-05-05 2026-01-01 6% 390.63 265.07 84.00 5.00
VER2554 VER2554-3 15531 ZA Senior Manager No 2025-05-05 2026-01-01 17% 185.00 205.70 240.00 42.50
VER2554 VER2554-6 15595 NL Senior Consultant No 2025-05-05 2026-01-01 12% 210.00 184.49 164.00 52.00
VER2554 VER2554-4 15881 NL Interim No 2025-05-05 2026-01-01 17% 148.44 148.44 240.00 22.00
VER2554 VER2554-5 15977 BE Consultant No 2025-05-05 2026-01-01 36% 175.00 122.99 504.00 34.00
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
VER2072 15571
7.88
0.00
7.88
6.85
0.00
6.85
7.19
0.00
7.19
7.53
0.00
7.53
7.53
0.00
7.53
7.19
0.00
7.19
7.88
0.00
7.88
7.19
0.00
7.19
 - - - -
59.24
0.00
59.24
VER2072 15246
8.94
0.00
8.94
7.78
0.00
7.78
8.17
0.00
8.17
8.55
0.00
8.55
8.55
0.00
8.55
8.17
0.00
8.17
8.94
0.00
8.94
8.17
0.00
8.17
8.55
0.00
8.55
8.94
0.00
8.94
7.78
0.00
7.78
8.94
0.00
8.94
101.48
0.00
101.48
VER2075 15604
0.39
0.00
0.39
 - - - - - - - - - - -
0.39
0.00
0.39
VER2075 15595
3.38
0.00
3.38
 - - - - - - - - - - -
3.38
0.00
3.38
VER2075 15124
0.11
0.00
0.11
 - - - - - - - - - - -
0.11
0.00
0.11
VER2362 15595
66.40
78.00
-11.60
66.41
74.00
-7.59
69.74
57.00
12.74
73.05
69.00
4.05
73.06
43.00
30.06
69.72
31.00
38.72
76.37
0.00
76.37
69.73
0.00
69.73
73.05
0.00
73.05
76.37
0.00
76.37
66.41
0.00
66.41
76.37
0.00
76.37
856.68
352.00
504.68
VER2435 15124
1.54
3.00
-1.46
3.08
3.00
0.08
3.23
4.00
-0.77
0.15
0.00
0.15
 - - - - - - - -
8.00
10.00
-2.00
VER2435 15604
3.85
8.00
-4.15
7.69
11.00
-3.31
8.08
1.00
7.08
0.38
0.00
0.38
 - - - - - - - -
20.00
20.00
0.00
VER2435 15328
6.15
5.00
1.15
12.31
6.50
5.81
12.92
0.00
12.92
0.62
0.00
0.62
 - - - - - - - -
32.00
11.50
20.50
VER2554 15124 - - - -
3.68
3.00
0.68
3.86
5.00
-1.14
4.23
0.00
4.23
3.86
0.00
3.86
4.05
0.00
4.05
4.23
0.00
4.23
3.68
0.00
3.68
4.23
0.00
4.23
31.82
8.00
23.82
VER2554 16119 - - - -
9.66
0.00
9.66
10.14
5.00
5.14
11.10
0.00
11.10
10.14
0.00
10.14
10.62
0.00
10.62
11.10
0.00
11.10
9.65
0.00
9.65
11.11
0.00
11.11
83.52
5.00
78.52
VER2554 15531 - - - -
27.59
12.00
15.59
28.97
30.50
-1.53
31.72
3.00
28.72
28.96
0.00
28.96
30.35
0.00
30.35
31.72
0.00
31.72
27.59
0.00
27.59
31.72
0.00
31.72
238.62
45.50
193.12
VER2554 15595 - - - -
18.85
8.00
10.85
19.79
44.00
-24.21
21.68
0.00
21.68
19.79
0.00
19.79
20.74
0.00
20.74
21.68
0.00
21.68
18.85
0.00
18.85
21.68
0.00
21.68
163.06
52.00
111.06
VER2554 15881 - - - -
27.59
0.00
27.59
28.97
22.00
6.97
31.72
0.00
31.72
28.96
0.00
28.96
30.35
0.00
30.35
31.72
0.00
31.72
27.59
0.00
27.59
31.72
0.00
31.72
238.62
22.00
216.62
VER2554 15977 - - - -
57.93
5.00
52.93
60.83
29.00
31.83
66.62
0.00
66.62
60.83
0.00
60.83
63.72
0.00
63.72
66.62
0.00
66.62
57.93
0.00
57.93
66.62
0.00
66.62
501.10
34.00
467.10