Client Analysis

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Client Metadata

Account ID

1002394

Account Name

1002394
Associated Projects
Project ID Project Name
VER1495 VER1495
VER2106 VER2106
VER2232 VER2232
VER2233 VER2233
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 44.36h, Written: 6.50h, Difference: 37.86h (15%)

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

£193k

 

Planned Fees

£155k

Discount:
£-39k (-20.0%)

Corrected Fees

£60k

Scope Change:
£-94k (-60.9%)

Written Hours

£26k

Unrealised:
£-35k (-57.4%)

Revenue Assigned

£16k

Leakage:
£-9k (-36.1%)

Invoiced

£35k

Billing:
£18k (111.5%)

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)		 £72k £61k £23k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £165k £129k £40k £17k £8k £27k
2024 £28k £25k £21k £9k £9k £8k
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)		 £72k £-11k
(-15.8%) 		£-38k
(-62.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £165k £-36k
(-21.6%) 		£-89k
(-69.2%) 		£-23k
(-57.3%) 		£-9k
(-54.8%) 		£19k
(249.8%)
2024 £28k £-3k
(-10.6%) 		£-5k
(-18.6%) 		£-12k
(-57.5%) 		£0k
(0.0%) 		£-1k
(-10.0%)
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 £11k £28k £47k £33k £15k £15k £16k £15k £17k £29k £5k £6k £237k
Planned £9k £20k £35k £25k £13k £13k £14k £13k £15k £23k £5k £6k £190k
Corrected £1k £5k £9k £9k £6k £5k £6k £5k £6k £8k £2k £2k £63k
Written - £4k £3k £1k £4k £6k - - - - - - £17k
Revenue - £4k £2k £-3k £5k - - - - - - - £8k
Invoiced £1k - - - £25k £1k - - - - - - £27k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £0k - - - £0k £1k £7k £9k £28k
Planned £3k £3k £3k £3k £0k - - - £0k £1k £5k £7k £25k
Corrected £5k £4k £4k £4k £0k - - - £0k £1k £1k £1k £21k
Written - - £5k £1k - - - - £1k £1k £1k £0k £9k
Revenue - - - £6k - - - - £1k £1k £1k £0k £9k
Invoiced - - - £5k £1k - - - - £1k £1k - £8k
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
VER1495 VER1495-1 15714 BE Interim No 2023-07-03 2024-05-01 14% 175.00 175.00 248.00 204.00
VER2106 VER2106-1 15714 BE Interim No 2024-09-09 2025-01-01 2% 175.00 175.00 14.00 14.00
VER2232 VER2232-3 15296 GB Senior Manager No 2024-11-01 2025-11-01 0% 290.70 211.50 0.00 0.00
VER2232 VER2232-2 15873 IN Manager No 2024-11-01 2025-11-01 0% 235.00 211.50 0.00 0.00
VER2232 VER2232-1 15873 IN Manager No 2024-11-01 2025-11-01 0% 235.00 185.00 0.00 0.00
VER2233 VER2233-1 15873 IN Manager No 2024-11-01 2025-11-01 1% 235.00 198.25 20.00 0.00
VER2233 VER2233-7 15435 ZA Business Associate No 2024-12-13 2026-01-01 0% 211.50 211.50 0.00 0.00
VER2233 VER2233-6 15714 BE Interim No 2025-01-02 2025-11-01 1% 211.50 211.50 20.00 20.00
VER2233 VER2233-3 15296 GB Director No 2025-02-14 2025-04-16 19% 343.75 211.50 68.00 4.50
VER2233 VER2233-8 15651 BE Consultant No 2025-02-20 2025-04-01 3% 175.00 211.50 6.00 6.00
VER2233 VER2233-15 15296 GB Director No 2025-04-01 2026-01-01 1% 343.75 211.50 10.00 0.00
VER2233 VER2233-12 15592 US Senior Consultant No 2025-04-01 2026-01-01 1% 286.83 211.50 20.00 0.00
VER2233 VER2233-13 15651 BE Consultant No 2025-04-01 2026-01-01 1% 175.00 211.50 20.00 0.00
VER2233 VER2233-2 15873 IN Manager No 2025-04-01 2025-11-01 2% 242.50 211.50 20.00 0.00
VER2233 VER2233-18 15714 BE Interim No 2025-04-01 2025-11-01 2% 211.50 211.50 28.00 0.00
VER2233 VER2233-14 15714 BE Interim No 2025-04-01 2025-11-01 4% 211.50 211.50 50.00 47.00
VER2233 VER2233-17 15651 BE Consultant No 2025-04-01 2026-01-01 1% 175.00 198.25 14.00 0.00
VER2233 VER2233-16 15296 GB Director No 2025-04-16 2026-01-01 1% 343.75 198.25 13.50 3.00
VER2233 VER2233-9 15592 US Senior Consultant No 2025-09-26 2025-11-01 7% 286.83 198.25 15.00 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
VER2106 15714
0.16
0.00
0.16
 - - - - - - - - - - -
0.16
0.00
0.16
VER2233 15873
1.76
0.00
1.76
1.53
0.00
1.53
1.62
0.00
1.62
1.69
0.00
1.69
1.69
0.00
1.69
1.60
0.00
1.60
1.76
0.00
1.76
1.61
0.00
1.61
1.69
0.00
1.69
1.76
0.00
1.76
 - -
16.71
0.00
16.71
VER2233 15714
2.03
0.00
2.03
1.84
10.00
-8.16
1.94
10.00
-8.06
2.03
0.00
2.03
2.03
0.00
2.03
1.93
0.00
1.93
2.12
0.00
2.12
1.93
0.00
1.93
2.03
0.00
2.03
2.12
0.00
2.12
 - -
20.00
20.00
0.00
VER2233 15296 -
17.00
2.00
15.00
32.46
1.00
31.46
18.54
1.50
17.04
 - - - - - - - -
68.00
4.50
63.50
VER2233 15651 -
1.45
5.00
-3.55
4.35
1.00
3.35
0.20
0.00
0.20
 - - - - - - - -
6.00
6.00
0.00
VER2233 15296 - - -
1.11
0.00
1.11
1.11
0.00
1.11
1.06
0.00
1.06
1.16
0.00
1.16
1.06
0.00
1.06
1.11
0.00
1.11
1.16
0.00
1.16
1.01
0.00
1.01
1.17
0.00
1.17
9.95
0.00
9.95
VER2233 15592 - - -
2.22
0.00
2.22
2.22
0.00
2.22
2.12
0.00
2.12
2.32
0.00
2.32
2.12
0.00
2.12
2.22
0.00
2.22
2.33
0.00
2.33
2.02
0.00
2.02
2.33
0.00
2.33
19.90
0.00
19.90
VER2233 15651 - - -
2.22
0.00
2.22
2.22
0.00
2.22
2.12
0.00
2.12
2.32
0.00
2.32
2.12
0.00
2.12
2.22
0.00
2.22
2.33
0.00
2.33
2.02
0.00
2.02
2.33
0.00
2.33
19.90
0.00
19.90
VER2233 15873 - - -
2.86
0.00
2.86
2.86
0.00
2.86
2.73
0.00
2.73
2.98
0.00
2.98
2.73
0.00
2.73
2.86
0.00
2.86
2.98
0.00
2.98
 - -
20.00
0.00
20.00
VER2233 15714 - - -
4.00
0.00
4.00
4.00
0.00
4.00
3.82
0.00
3.82
4.18
0.00
4.18
3.82
0.00
3.82
4.00
0.00
4.00
4.18
0.00
4.18
 - -
28.00
0.00
28.00
VER2233 15714 - - -
7.14
5.00
2.14
7.14
16.00
-8.86
6.82
26.00
-19.18
7.47
0.00
7.47
6.82
0.00
6.82
7.14
0.00
7.14
7.47
0.00
7.47
 - -
50.00
47.00
3.00
VER2233 15651 - - -
1.56
0.00
1.56
1.56
0.00
1.56
1.48
0.00
1.48
1.63
0.00
1.63
1.48
0.00
1.48
1.55
0.00
1.55
1.63
0.00
1.63
1.41
0.00
1.41
1.63
0.00
1.63
13.93
0.00
13.93
VER2233 15296 - - -
0.79
0.00
0.79
1.59
1.00
0.59
1.52
2.00
-0.48
1.66
0.00
1.66
1.52
0.00
1.52
1.59
0.00
1.59
1.66
0.00
1.66
1.44
0.00
1.44
1.66
0.00
1.66
13.43
3.00
10.43
VER2233 15592 - - - - - - - -
1.73
0.00
1.73
13.27
0.00
13.27
 - -
15.00
0.00
15.00