Client Analysis

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Client Metadata

Account ID

1002396

Account Name

1002396
Associated Projects
Project ID Project Name
VER1115 VER1115
VER1414 VER1414
VER1996 VER1996
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 11.92h, Written: 3.00h, Difference: 8.92h (25%)

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

£85k

 

Planned Fees

£82k

Discount:
£-3k (-3.5%)

Corrected Fees

£84k

Scope Change:
£1k (1.5%)

Written Hours

£40k

Unrealised:
£-44k (-52.2%)

Revenue Assigned

£41k

Leakage:
£1k (2.2%)

Invoiced

£60k

Billing:
£19k (45.8%)

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)		 £11k £11k £11k £6k £6k £8k
2024 £74k £71k £73k £34k £34k £52k
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)		 £11k £0k
(0.0%) 		£0k
(0.0%) 		£-5k
(-43.9%) 		£0k
(3.6%) 		£1k
(15.9%)
2024 £74k £-3k
(-4.1%) 		£1k
(1.7%) 		£-39k
(-53.5%) 		£1k
(1.9%) 		£18k
(51.5%)
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 £3k £3k £3k £3k £0k - - - - - - - £11k
Planned £3k £3k £3k £3k £0k - - - - - - - £11k
Corrected £3k £3k £3k £3k £0k - - - - - - - £11k
Written £2k £2k £1k £1k - - - - - - - - £6k
Revenue £2k £2k £1k £1k £0k - - - - - - - £6k
Invoiced £2k - £4k £1k - - - - - - - - £8k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £10k £9k £9k £9k £3k £4k £6k £6k £5k £6k £3k £3k £74k
Planned £10k £9k £9k £9k £3k £4k £6k £6k £5k £6k £3k £3k £71k
Corrected £10k £9k £9k £9k £3k £4k £6k £6k £5k £6k £3k £3k £73k
Written £7k £5k £4k £2k £1k £1k £2k £2k £5k £3k £0k £2k £34k
Revenue £7k £5k £4k £2k £1k - - - £10k £3k £0k £2k £34k
Invoiced £13k £7k £12k £4k £1k £2k - - - £5k £7k - £52k
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
VER1115 VER1115-1 15296 GB Senior Manager No 2022-11-14 2024-05-01 3% 290.70 220.93 100.00 118.50
VER1115 VER1115-2 15473 IN Business Associate No 2022-11-22 2024-05-01 13% 203.49 203.49 388.00 332.25
VER1115 VER1115-5 15667 GB Manager No 2023-08-22 2024-05-01 2% 254.36 203.49 24.00 33.50
VER1115 VER1115-4 7000015 N/A N/A No 2023-10-18 2024-03-30 2% 162.79 162.79 16.00 4.50
VER1414 VER1414-1 15296 GB Senior Manager No 2023-03-01 2024-11-01 1% 276.16 215.12 40.00 13.50
VER1414 VER1414-2 15473 GB Business Associate No 2023-03-01 2024-11-01 6% 215.12 215.12 210.00 152.50
VER1996 VER1996-1 15473 IN Business Associate No 2024-06-17 2025-05-01 5% 240.70 240.70 100.00 87.00
VER1996 VER1996-2 7000015 N/A N/A No 2024-06-17 2025-05-01 1% 220.93 220.93 24.00 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
VER1996 15473
10.04
9.50
0.54
8.73
8.00
0.73
9.17
5.50
3.67
9.61
3.00
6.61
0.44
0.00
0.44
 - - - - - - -
37.99
26.00
11.99
VER1996 7000015
2.41
0.00
2.41
2.10
0.00
2.10
2.20
0.00
2.20
2.31
0.00
2.31
0.10
0.00
0.10
 - - - - - - -
9.12
0.00
9.12