Client Analysis

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Client Metadata

Account ID

1002522

Account Name

1002522
Associated Projects
Project ID Project Name
VER1453 VER1453
VER1677 VER1677
VER2270 VER2270
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 4.21h, Written: 20.00h, Difference: -15.79h (475%)

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

£126k

 

Planned Fees

£96k

Discount:
£-30k (-23.7%)

Corrected Fees

£96k

Scope Change:
£0k (0.0%)

Written Hours

£62k

Unrealised:
£-34k (-35.5%)

Revenue Assigned

£62k

Leakage:
£0k (0.0%)

Invoiced

£100k

Billing:
£38k (61.1%)

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)		 £5k £6k £6k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £8k £8k £8k £9k £9k £9k
2024 £118k £88k £88k £53k £53k £90k
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)		 £5k £0k
(4.3%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £8k £0k
(2.5%) 		£0k
(0.0%) 		£1k
(12.6%) 		£0k
(0.0%) 		£0k
(1.5%)
2024 £118k £-30k
(-25.4%) 		£0k
(0.0%) 		£-35k
(-39.9%) 		£0k
(0.0%) 		£38k
(71.4%)
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 £2k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £13k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £14k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £14k
Written £0k £0k £0k £5k £4k - - - - - - - £9k
Revenue £0k £0k £0k £5k £4k - - - - - - - £9k
Invoiced £0k - £0k £0k £5k £4k - - - - - - £9k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £10k £9k £9k £10k £10k £9k £10k £10k £9k £10k £9k £10k £118k
Planned £8k £7k £7k £7k £8k £7k £8k £7k £7k £8k £7k £7k £88k
Corrected £8k £7k £7k £7k £8k £7k £8k £7k £7k £8k £7k £7k £88k
Written £7k £7k £4k £5k £6k £6k £6k £3k £2k £4k £1k £2k £53k
Revenue £7k £7k £5k £2k £9k £6k £6k £3k £2k £4k £1k £2k £53k
Invoiced £31k - £14k - £6k £2k £13k - - £17k - £6k £90k
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
VER1453 VER1453-1 15339 NL Senior Consultant No 2023-06-22 2025-01-01 22% 197.50 133.00 696.00 824.00
VER1677 VER1677-1 128 NL Partner No 2024-01-02 2025-01-01 1% 397.50 380.00 20.00 0.00
VER1677 VER1677-2 15688 NL Business Associate No 2024-01-02 2025-01-01 2% 291.50 291.50 40.00 2.00
VER1677 VER1677-3 15339 NL Senior Consultant No 2024-01-02 2025-01-01 2% 205.00 200.00 40.00 116.00
VER2270 VER2270-1 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 393.00 10.00 0.00
VER2270 VER2270-2 15339 NL Manager No 2025-01-02 2026-01-01 2% 242.50 236.00 40.00 38.50
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
VER1453 15339
1.74
0.00
1.74
 - - - - - - - - - - -
1.74
0.00
1.74
VER1677 128
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER1677 15688
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER1677 15339
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER2270 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
VER2270 15339
3.37
0.50
2.87
3.07
1.00
2.07
3.22
2.00
1.22
3.37
20.00
-16.63
3.37
15.00
-11.63
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
38.50
1.35