Client Analysis

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Client Metadata

Account ID

1002391

Account Name

1002391
Associated Projects
Project ID Project Name
VER1578 VER1578
VER1624 VER1624
VER2287 VER2287
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 1.41h, Written: 0.00h, Difference: 1.41h (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

£118k

 

Planned Fees

£119k

Discount:
£1k (1.1%)

Corrected Fees

£183k

Scope Change:
£64k (53.6%)

Written Hours

£181k

Unrealised:
£-2k (-1.2%)

Revenue Assigned

£181k

Leakage:
£0k (0.0%)

Invoiced

£183k

Billing:
£2k (0.9%)

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)		 £3k £10k £5k £4k £4k £10k
2024 £115k £110k £178k £177k £177k £173k
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)		 £3k £7k
(270.7%) 		£-5k
(-50.0%) 		£-1k
(-20.0%) 		£0k
(0.0%) 		£6k
(150.0%)
2024 £115k £-6k
(-4.9%) 		£69k
(62.6%) 		£-1k
(-0.7%) 		£0k
(0.0%) 		£-4k
(-2.3%)
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 £1k £1k £1k £1k £0k - - - - - - - £3k
Planned £2k £2k £2k £3k £0k - - - - - - - £10k
Corrected £1k £1k £1k £1k £0k - - - - - - - £5k
Written £4k - - - - - - - - - - - £4k
Revenue £4k - - - - - - - - - - - £4k
Invoiced - - £10k - - - - - - - - - £10k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £25k £23k £23k £24k £21k - - - - - - - £115k
Planned £23k £21k £21k £22k £21k - - - - - - - £110k
Corrected £38k £35k £35k £36k £35k - - - - - - - £178k
Written £37k £35k £38k £34k £33k - - - - - - - £177k
Revenue £32k £40k £40k £34k £31k - - - - - - - £177k
Invoiced £28k £38k £35k £8k £65k - - - - - - - £173k
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
VER1578 VER1578-1 10072 NL Director No 2023-11-07 2024-05-01 5% 287.50 287.50 52.00 47.00
VER1578 VER1578-2 15712 NL Senior Consultant No 2023-11-13 2024-05-01 4% 197.50 0.00 40.00 24.00
VER1624 VER1624-1 15688 NL Business Associate No 2023-12-06 2024-06-01 90% 212.50 212.50 920.00 489.00
VER2287 VER2287-4 15332 NL Manager No 2025-01-02 2025-05-01 0% 242.50 950.00 0.00 0.00
VER2287 VER2287-5 172 NL Senior Manager No 2025-01-14 2025-05-01 1% 270.00 950.00 5.00 4.00
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
VER2287 172
0.90
4.00
-3.10
1.28
0.00
1.28
1.35
0.00
1.35
1.41
0.00
1.41
0.06
0.00
0.06
 - - - - - - -
5.00
4.00
1.00