Client Analysis

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Client Metadata

Account ID

1002452

Account Name

1002452
Associated Projects
Project ID Project Name
VER1004 VER1004
VER1810 VER1810
VER2058 VER2058
VER2289 VER2289
VER2337 VER2337
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 32.69h, Written: 13.50h, Difference: 19.19h (41%)

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

£151k

 

Planned Fees

£129k

Discount:
£-22k (-14.5%)

Corrected Fees

£116k

Scope Change:
£-13k (-10.2%)

Written Hours

£178k

Unrealised:
£62k (53.4%)

Revenue Assigned

£116k

Leakage:
£-62k (-34.9%)

Invoiced

£86k

Billing:
£-30k (-26.0%)

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)		 £42k £37k £37k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £58k £52k £52k £110k £50k £35k
2024 £93k £77k £64k £68k £66k £51k
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)		 £42k £-4k
(-10.5%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £58k £-6k
(-10.9%) 		£-0k
(-0.1%) 		£58k
(111.6%) 		£-60k
(-54.5%) 		£-15k
(-29.9%)
2024 £93k £-16k
(-16.8%) 		£-13k
(-16.9%) 		£4k
(6.2%) 		£-2k
(-3.2%) 		£-15k
(-23.0%)
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 £9k £8k £8k £8k £8k £8k £9k £8k £8k £9k £8k £9k £100k
Planned £8k £7k £7k £8k £8k £7k £8k £7k £8k £8k £7k £8k £90k
Corrected £8k £7k £7k £8k £8k £7k £8k £7k £8k £8k £7k £8k £89k
Written £29k £5k £19k £3k £50k £3k - - - - - - £110k
Revenue £3k £21k £19k £4k £2k - - - - - - - £50k
Invoiced £19k - - £16k - - - - - - - - £35k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £7k £6k £6k £7k £7k £6k £8k £8k £8k £10k £9k £10k £93k
Planned £6k £5k £5k £6k £6k £5k £7k £7k £7k £8k £7k £8k £77k
Corrected £5k £4k £4k £5k £5k £4k £6k £6k £6k £7k £6k £7k £64k
Written £9k £9k £3k £1k £7k £5k £5k £8k £7k £7k £5k £3k £68k
Revenue - - £21k £1k £7k £5k £2k £10k £6k £7k £5k £3k £66k
Invoiced - £1k - £17k - - £10k £-1k - £24k - - £51k
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
VER1004 VER1004-1 128 NL Director No 2022-07-01 2026-07-01 0% 312.50 230.00 30.00 1.00
VER1004 VER1004-2 15292 NL Manager No 2023-12-21 2026-07-02 2% 225.00 170.00 90.00 3.00
VER1810 VER1810-7 185 NL Partner No 2024-01-02 2025-01-01 0% 397.50 3000.00 1.00 0.00
VER1810 VER1810-9 172 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 2600.00 1.00 1.00
VER1810 VER1810-8 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 1950.00 1.00 0.00
VER1810 VER1810-10 15332 NL Manager No 2024-01-02 2025-01-01 0% 235.00 1950.00 1.00 1.00
VER1810 VER1810-2 128 NL Partner No 2024-01-02 2025-01-01 1% 397.50 250.50 22.50 22.50
VER1810 VER1810-6 128 NL Partner No 2024-01-02 2025-01-01 2% 397.50 250.50 34.50 34.50
VER1810 VER1810-1 15292 NL Manager No 2024-01-02 2025-01-01 2% 235.00 195.00 40.00 40.00
VER1810 VER1810-5 15292 NL Manager No 2024-01-02 2025-01-01 4% 235.00 195.00 83.00 114.50
VER1810 VER1810-11 15659 NL Senior Consultant No 2024-09-02 2025-01-01 1% 205.00 195.00 5.00 5.00
VER2058 VER2058-1 15292 NL Manager No 2024-07-15 2025-01-01 3% 235.00 195.00 32.00 85.00
VER2058 VER2058-2 128 NL Partner No 2024-10-01 2025-01-01 1% 397.50 250.50 6.50 6.50
VER2289 VER2289-2 128 NL Director No 2025-01-02 2026-01-01 2% 312.50 259.50 40.00 0.00
VER2289 VER2289-1 15292 NL Manager No 2025-01-02 2026-01-01 8% 242.50 202.00 160.00 86.00
VER2337 VER2337-8 185 NL Partner No 2025-01-02 2026-01-01 0% 407.50 3000.00 1.00 16.00
VER2337 VER2337-10 172 NL Senior Manager No 2025-01-02 2026-01-01 0% 270.00 2691.00 1.00 4.00
VER2337 VER2337-11 15332 NL Manager No 2025-01-02 2026-01-01 0% 242.50 2018.25 1.00 5.00
VER2337 VER2337-2 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 259.50 1.00 24.00
VER2337 VER2337-9 128 NL Director No 2025-01-02 2026-01-01 2% 312.50 259.50 45.00 31.00
VER2337 VER2337-1 15292 NL Manager No 2025-01-02 2026-01-01 0% 242.50 202.00 1.00 0.00
VER2337 VER2337-7 15292 NL Manager No 2025-01-02 2026-01-01 5% 242.50 202.00 95.00 47.00
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
VER1004 128
0.66
0.00
0.66
0.58
0.00
0.58
0.61
0.00
0.61
0.63
0.00
0.63
0.63
0.00
0.63
0.61
0.00
0.61
0.66
0.00
0.66
0.61
0.00
0.61
0.63
0.00
0.63
0.66
0.00
0.66
0.58
0.00
0.58
0.66
0.00
0.66
7.52
0.00
7.52
VER1004 15292
3.13
0.00
3.13
2.72
0.00
2.72
2.86
0.00
2.86
3.00
0.00
3.00
3.00
0.00
3.00
2.86
0.00
2.86
3.13
0.00
3.13
2.86
0.00
2.86
2.99
0.00
2.99
3.13
0.00
3.13
2.72
0.00
2.72
3.13
0.00
3.13
35.53
0.00
35.53
VER1810 128
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1810 128
0.13
0.00
0.13
 - - - - - - - - - - -
0.13
0.00
0.13
VER1810 15292
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER1810 15292
0.32
0.00
0.32
 - - - - - - - - - - -
0.32
0.00
0.32
VER1810 15659
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2058 15292
0.26
0.00
0.26
 - - - - - - - - - - -
0.26
0.00
0.26
VER2058 128
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER2289 128
3.37
0.00
3.37
3.07
0.00
3.07
3.22
0.00
3.22
3.37
0.00
3.37
3.37
0.00
3.37
3.22
0.00
3.22
3.52
0.00
3.52
3.22
0.00
3.22
3.37
0.00
3.37
3.53
0.00
3.53
3.06
0.00
3.06
3.53
0.00
3.53
39.85
0.00
39.85
VER2289 15292
13.49
22.00
-8.51
12.26
13.00
-0.74
12.87
51.00
-38.13
13.49
0.00
13.49
13.49
0.00
13.49
12.87
0.00
12.87
14.10
0.00
14.10
12.87
0.00
12.87
13.49
0.00
13.49
14.10
0.00
14.10
12.26
0.00
12.26
14.10
0.00
14.10
159.39
86.00
73.39
VER2337 185
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
16.00
-15.92
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
16.00
-15.00
VER2337 172
0.08
4.00
-3.92
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
4.00
-3.00
VER2337 15332
0.08
5.00
-4.92
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
5.00
-4.00
VER2337 128
0.08
4.00
-3.92
0.08
0.00
0.08
0.08
20.00
-19.92
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
24.00
-23.00
VER2337 128
3.79
1.00
2.79
3.45
6.00
-2.55
3.62
11.00
-7.38
3.79
6.50
-2.71
3.79
1.00
2.79
3.62
5.50
-1.88
3.97
0.00
3.97
3.62
0.00
3.62
3.79
0.00
3.79
3.97
0.00
3.97
3.45
0.00
3.45
3.97
0.00
3.97
44.83
31.00
13.83
VER2337 15292
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2337 15292
8.01
14.00
-5.99
7.28
4.00
3.28
7.64
5.00
2.64
8.01
7.00
1.01
8.01
11.00
-2.99
7.64
6.00
1.64
8.37
0.00
8.37
7.64
0.00
7.64
8.01
0.00
8.01
8.37
0.00
8.37
7.28
0.00
7.28
8.38
0.00
8.38
94.64
47.00
47.64