Client Analysis

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Client Metadata

Account ID

1002465

Account Name

1002465
Associated Projects
Project ID Project Name
VER1146 VER1146
VER1640 VER1640
VER2077 VER2077
VER2186 VER2186
VER2420 VER2420
VER2421 VER2421
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 85.77h, Written: 34.50h, Difference: 51.27h (40%)

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

£387k

 

Planned Fees

£290k

Discount:
£-97k (-25.0%)

Corrected Fees

£274k

Scope Change:
£-16k (-5.6%)

Written Hours

£117k

Unrealised:
£-156k (-57.1%)

Revenue Assigned

£99k

Leakage:
£-19k (-15.9%)

Invoiced

£147k

Billing:
£48k (48.9%)

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)		 £84k £81k £77k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £139k £124k £122k £36k £29k £53k
2024 £248k £166k £151k £82k £69k £94k
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)		 £84k £-3k
(-3.3%) 		£-4k
(-4.6%) 		- - -
2025 (Actual)
(Up to July 2025)		 £139k £-15k
(-10.5%) 		£-2k
(-1.5%) 		£-87k
(-71.0%) 		£-6k
(-17.7%) 		£24k
(82.1%)
2024 £248k £-82k
(-33.2%) 		£-14k
(-8.7%) 		£-70k
(-46.0%) 		£-12k
(-15.1%) 		£24k
(34.9%)
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 £33k £17k £18k £18k £19k £16k £18k £16k £17k £18k £15k £18k £223k
Planned £25k £16k £17k £17k £17k £15k £17k £16k £16k £17k £15k £17k £205k
Corrected £25k £16k £17k £16k £17k £15k £17k £15k £16k £16k £14k £16k £200k
Written £8k £6k £3k £7k £6k £4k £0k - - - - - £36k
Revenue £6k £6k £4k £8k £6k - - - - - - - £29k
Invoiced £3k £6k £4k £0k £33k £7k - - - - - - £53k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £30k £29k £29k £16k £17k £15k £17k £18k £18k £20k £19k £18k £248k
Planned £20k £20k £20k £10k £12k £10k £12k £12k £12k £13k £13k £11k £166k
Corrected £18k £18k £18k £9k £10k £9k £10k £11k £11k £12k £12k £12k £151k
Written £16k £11k £7k £6k £4k £5k £5k £8k £6k £5k £5k £4k £82k
Revenue - £16k £6k £6k £9k - - £4k £2k £3k £22k £1k £69k
Invoiced £6k £17k £11k £6k £6k £6k £6k £6k £10k £6k £7k £6k £94k
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
VER1146 VER1146-3 15296 GB Director No 2022-12-01 2025-02-01 6% 343.75 190.00 278.00 277.00
VER1146 VER1146-9 15473 GB Business Associate No 2022-12-01 2023-12-30 4% 175.00 175.00 80.00 80.00
VER1146 VER1146-6 15413 CH Manager No 2022-12-01 2025-02-01 1% 352.63 160.00 56.00 46.00
VER1146 VER1146-4 15546 ZA Consultant No 2022-12-01 2024-11-30 1% 97.50 100.00 45.00 45.00
VER1146 VER1146-7 15672 US Manager No 2023-01-30 2025-02-01 1% 325.00 175.00 47.00 34.00
VER1146 VER1146-8 15653 US Senior Consultant No 2023-04-03 2025-02-01 9% 293.75 125.00 355.00 342.50
VER1146 VER1146-10 15710 ZA Senior Consultant No 2023-09-13 2025-02-01 5% 110.00 160.00 140.00 117.00
VER1146 VER1146-11 15697 ZA Manager No 2023-11-01 2024-11-30 3% 135.00 160.00 60.00 0.00
VER1146 VER1146-12 15473 IN Business Associate No 2024-01-22 2025-01-01 4% 175.00 175.00 80.00 14.50
VER1146 VER1146-13 7000015 N/A N/A No 2024-01-29 2025-02-01 0% 162.00 162.00 10.00 1.50
VER1146 VER1146-14 15871 IN Senior Consultant No 2024-04-23 2025-02-01 7% 205.00 125.00 110.00 94.50
VER1640 VER1640-4 15473 IN Business Associate No 2024-01-02 2024-03-30 8% 211.50 211.50 40.00 0.00
VER1640 VER1640-1 15413 CH Senior Consultant No 2024-01-02 2024-03-30 23% 296.88 184.50 120.00 88.00
VER2077 VER2077-1 15413 CH Senior Consultant No 2024-08-19 2025-05-31 5% 296.88 211.50 80.00 70.00
VER2186 VER2186-1 15473 IN Business Associate No 2024-11-06 2025-04-01 3% 211.50 211.50 24.00 24.00
VER2186 VER2186-2 15473 IN Business Associate No 2025-02-03 2025-08-01 2% 179.00 179.00 24.00 18.00
VER2420 VER2420-4 15296 GB Director No 2025-01-02 2027-01-01 3% 343.75 245.00 115.00 0.00
VER2420 VER2420-8 15413 CH Manager No 2025-01-02 2027-01-01 2% 352.63 179.00 100.00 0.00
VER2420 VER2420-9 15653 IN Senior Consultant No 2025-01-02 2027-01-01 2% 210.00 179.00 100.00 0.00
VER2420 VER2420-7 15871 IN Senior Consultant No 2025-01-02 2027-01-01 5% 210.00 179.00 200.00 0.00
VER2420 VER2420-6 15897 ZA Consultant No 2025-01-02 2027-01-01 5% 108.75 179.00 200.00 0.00
VER2420 VER2420-5 15961 ZA Consultant No 2025-01-02 2027-01-01 5% 108.75 179.00 200.00 0.00
VER2421 VER2421-3 15296 GB Director No 2025-01-02 2027-01-01 3% 343.75 245.00 115.00 27.00
VER2421 VER2421-7 15413 CH Manager No 2025-01-02 2027-01-01 1% 352.63 179.00 50.00 0.00
VER2421 VER2421-8 15653 IN Senior Consultant No 2025-01-02 2027-01-01 1% 210.00 179.00 50.00 0.00
VER2421 VER2421-6 15961 ZA Consultant No 2025-01-02 2027-01-01 5% 108.75 179.00 200.00 0.00
VER2421 VER2421-5 15897 ZA Consultant No 2025-01-02 2027-01-01 5% 108.75 179.00 200.00 18.50
VER2421 VER2421-4 15871 IN Senior Consultant No 2025-01-02 2027-01-01 5% 210.00 179.00 200.00 32.50
VER2421 VER2421-9 16104 ZA Senior Consultant No 2025-05-01 2027-01-01 3% 123.75 179.00 100.00 7.50
VER2421 VER2421-10 15473 IN Business Associate No 2025-06-23 2027-01-01 3% 179.00 179.00 100.00 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
VER1146 15296
11.28
8.00
3.28
 - - - - - - - - - - -
11.28
8.00
3.28
VER1146 15413
2.27
0.00
2.27
 - - - - - - - - - - -
2.27
0.00
2.27
VER1146 15672
2.06
0.00
2.06
 - - - - - - - - - - -
2.06
0.00
2.06
VER1146 15653
17.01
0.00
17.01
 - - - - - - - - - - -
17.01
0.00
17.01
VER1146 15710
8.88
0.00
8.88
 - - - - - - - - - - -
8.88
0.00
8.88
VER1146 15473
0.32
0.00
0.32
 - - - - - - - - - - -
0.32
0.00
0.32
VER1146 7000015
0.87
0.00
0.87
 - - - - - - - - - - -
0.87
0.00
0.87
VER1146 15871
12.40
5.50
6.90
 - - - - - - - - - - -
12.40
5.50
6.90
VER2077 15413
8.97
16.00
-7.03
7.80
14.00
-6.20
8.20
0.00
8.20
8.58
16.00
-7.42
8.59
2.00
6.59
 - - - - - - -
42.14
48.00
-5.86
VER2186 15473
5.26
12.00
-6.74
4.57
0.00
4.57
4.80
0.00
4.80
0.23
0.00
0.23
 - - - - - - - -
14.86
12.00
2.86
VER2186 15473 -
3.69
5.50
-1.81
3.87
2.50
1.37
4.06
5.00
-0.94
4.07
2.00
2.07
3.88
3.00
0.88
4.25
0.00
4.25
0.18
0.00
0.18
 - - - -
24.00
18.00
6.00
VER2420 15296
4.85
0.00
4.85
4.41
0.00
4.41
4.63
0.00
4.63
4.85
0.00
4.85
4.85
0.00
4.85
4.63
0.00
4.63
5.07
0.00
5.07
4.63
0.00
4.63
4.85
0.00
4.85
5.06
0.00
5.06
4.40
0.00
4.40
5.07
0.00
5.07
57.30
0.00
57.30
VER2420 15413
4.21
0.00
4.21
3.83
0.00
3.83
4.02
0.00
4.02
4.21
0.00
4.21
4.22
0.00
4.22
4.02
0.00
4.02
4.41
0.00
4.41
4.02
0.00
4.02
4.22
0.00
4.22
4.41
0.00
4.41
3.83
0.00
3.83
4.41
0.00
4.41
49.81
0.00
49.81
VER2420 15653
4.21
0.00
4.21
3.83
0.00
3.83
4.02
0.00
4.02
4.21
0.00
4.21
4.22
0.00
4.22
4.02
0.00
4.02
4.41
0.00
4.41
4.02
0.00
4.02
4.22
0.00
4.22
4.41
0.00
4.41
3.83
0.00
3.83
4.41
0.00
4.41
49.81
0.00
49.81
VER2420 15871
8.43
0.00
8.43
7.66
0.00
7.66
8.05
0.00
8.05
8.43
0.00
8.43
8.43
0.00
8.43
8.05
0.00
8.05
8.81
0.00
8.81
8.05
0.00
8.05
8.43
0.00
8.43
8.81
0.00
8.81
7.66
0.00
7.66
8.81
0.00
8.81
99.62
0.00
99.62
VER2420 15897
8.43
0.00
8.43
7.66
0.00
7.66
8.05
0.00
8.05
8.43
0.00
8.43
8.43
0.00
8.43
8.05
0.00
8.05
8.81
0.00
8.81
8.05
0.00
8.05
8.43
0.00
8.43
8.81
0.00
8.81
7.66
0.00
7.66
8.81
0.00
8.81
99.62
0.00
99.62
VER2420 15961
8.43
0.00
8.43
7.66
0.00
7.66
8.05
0.00
8.05
8.43
0.00
8.43
8.43
0.00
8.43
8.05
0.00
8.05
8.81
0.00
8.81
8.05
0.00
8.05
8.43
0.00
8.43
8.81
0.00
8.81
7.66
0.00
7.66
8.81
0.00
8.81
99.62
0.00
99.62
VER2421 15296
4.85
0.00
4.85
4.41
6.00
-1.59
4.63
6.00
-1.37
4.85
6.00
-1.15
4.85
5.00
-0.15
4.63
4.00
0.63
5.07
0.00
5.07
4.63
0.00
4.63
4.85
0.00
4.85
5.06
0.00
5.06
4.40
0.00
4.40
5.07
0.00
5.07
57.30
27.00
30.30
VER2421 15413
2.10
0.00
2.10
1.91
0.00
1.91
2.01
0.00
2.01
2.10
0.00
2.10
2.11
0.00
2.11
2.01
0.00
2.01
2.21
0.00
2.21
2.01
0.00
2.01
2.11
0.00
2.11
2.21
0.00
2.21
1.91
0.00
1.91
2.21
0.00
2.21
24.90
0.00
24.90
VER2421 15653
2.10
0.00
2.10
1.91
0.00
1.91
2.01
0.00
2.01
2.10
0.00
2.10
2.11
0.00
2.11
2.01
0.00
2.01
2.21
0.00
2.21
2.01
0.00
2.01
2.11
0.00
2.11
2.21
0.00
2.21
1.91
0.00
1.91
2.21
0.00
2.21
24.90
0.00
24.90
VER2421 15961
8.43
0.00
8.43
7.66
0.00
7.66
8.05
0.00
8.05
8.43
0.00
8.43
8.43
0.00
8.43
8.05
0.00
8.05
8.81
0.00
8.81
8.05
0.00
8.05
8.43
0.00
8.43
8.81
0.00
8.81
7.66
0.00
7.66
8.81
0.00
8.81
99.62
0.00
99.62
VER2421 15897
8.43
0.00
8.43
7.66
2.00
5.66
8.05
3.00
5.05
8.43
0.50
7.93
8.43
7.50
0.93
8.05
5.50
2.55
8.81
0.00
8.81
8.05
0.00
8.05
8.43
0.00
8.43
8.81
0.00
8.81
7.66
0.00
7.66
8.81
0.00
8.81
99.62
18.50
81.12
VER2421 15871
8.43
0.00
8.43
7.66
4.00
3.66
8.05
3.50
4.55
8.43
7.00
1.43
8.43
7.00
1.43
8.05
11.00
-2.95
8.81
2.00
6.81
8.05
0.00
8.05
8.43
0.00
8.43
8.81
0.00
8.81
7.66
0.00
7.66
8.81
0.00
8.81
99.62
34.50
65.12
VER2421 16104 - - - -
5.03
7.50
-2.47
4.81
0.00
4.81
5.26
0.00
5.26
4.81
0.00
4.81
5.03
0.00
5.03
5.26
0.00
5.26
4.58
0.00
4.58
5.26
0.00
5.26
40.04
7.50
32.54
VER2421 15473 - - - - -
1.50
0.00
1.50
5.75
0.00
5.75
5.25
0.00
5.25
5.50
0.00
5.50
5.75
0.00
5.75
5.00
0.00
5.00
5.75
0.00
5.75
34.50
0.00
34.50