Client Analysis

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Client Metadata

Account ID

1002395

Account Name

1002395
Associated Projects
Project ID Project Name
VER1754 VER1754
VER2269 VER2269
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 2.53h, Written: 0.00h, Difference: 2.53h (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

£22k

 

Planned Fees

£18k

Discount:
£-4k (-17.9%)

Corrected Fees

£18k

Scope Change:
£0k (0.0%)

Written Hours

£20k

Unrealised:
£2k (10.1%)

Revenue Assigned

£20k

Leakage:
£0k (0.0%)

Invoiced

£20k

Billing:
£0k (0.3%)

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)		 £3k £3k £3k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £5k £4k £4k £0k £0k £2k
2024 £17k £13k £13k £19k £19k £18k
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)		 £3k £-0k
(-9.7%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £5k £-0k
(-9.9%) 		£0k
(0.0%) 		£-4k
(-97.4%) 		£0k
(0.0%) 		£2k
(1453.0%)
2024 £17k £-3k
(-20.2%) 		£0k
(0.0%) 		£6k
(44.6%) 		£0k
(0.0%) 		£-2k
(-8.0%)
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 £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £8k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £7k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £7k
Written - - - - £0k - - - - - - - £0k
Revenue - - - - £0k - - - - - - - £0k
Invoiced £2k - - - - £0k - - - - - - £2k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £3k £3k £17k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £3k £3k £13k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £3k £3k £13k
Written £1k £2k £1k £6k £1k £0k - - - - £6k £2k £19k
Revenue - £2k £1k £6k £1k £0k - - - - £2k £6k £19k
Invoiced - £1k £2k £1k £6k £1k - £0k - - - £6k £18k
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
VER1754 VER1754-1 128 NL Partner No 2024-01-02 2025-01-01 1% 397.50 268.50 20.00 21.00
VER1754 VER1754-2 15339 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 186.00 20.00 50.00
VER1754 VER1754-4 15659 NL Senior Consultant No 2024-11-01 2025-01-01 7% 205.00 186.00 24.00 24.00
VER2269 VER2269-1 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 278.00 10.00 0.00
VER2269 VER2269-2 15339 NL Manager No 2025-01-02 2026-01-01 1% 242.50 221.00 20.00 0.50
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
VER1754 128
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1754 15339
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1754 15659
0.55
0.00
0.55
 - - - - - - - - - - -
0.55
0.00
0.55
VER2269 128
0.84
0.00
0.84
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
0.00
9.96
VER2269 15339
1.69
0.00
1.69
1.53
0.00
1.53
1.61
0.00
1.61
1.69
0.00
1.69
1.68
0.50
1.18
1.61
0.00
1.61
1.76
0.00
1.76
1.61
0.00
1.61
1.69
0.00
1.69
1.76
0.00
1.76
1.53
0.00
1.53
1.76
0.00
1.76
19.92
0.50
19.42