Client Analysis

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Client Metadata

Account ID

1002685

Account Name

1002685
Associated Projects
Project ID Project Name
VER2010 VER2010
VER2364 VER2364
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 4.80h, Written: 8.00h, Difference: -3.20h (167%)

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

£24k

 

Planned Fees

£23k

Discount:
£-1k (-4.7%)

Corrected Fees

£27k

Scope Change:
£4k (18.0%)

Written Hours

£22k

Unrealised:
£-5k (-19.5%)

Revenue Assigned

£14k

Leakage:
£-8k (-36.4%)

Invoiced

£18k

Billing:
£4k (25.6%)

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)		 £9k £9k £9k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £9k £9k £9k £6k £5k £4k
2024 £15k £14k £18k £16k £9k £13k
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)		 £9k £-0k
(-2.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £9k £-0k
(-1.7%) 		£0k
(0.2%) 		£-3k
(-34.9%) 		£-1k
(-13.1%) 		£-1k
(-18.5%)
2024 £15k £-1k
(-6.7%) 		£4k
(29.7%) 		£-2k
(-11.7%) 		£-7k
(-45.1%) 		£5k
(51.7%)
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 £2k £1k £1k £2k £1k £3k £18k
Planned £1k £1k £1k £1k £1k £1k £2k £1k £1k £2k £1k £3k £18k
Corrected £1k £1k £1k £1k £1k £1k £2k £1k £1k £2k £1k £3k £18k
Written £1k - £0k £2k £2k £0k - - - - - - £6k
Revenue - £1k £0k £2k £2k - - - - - - - £5k
Invoiced - - - - - £4k - - - - - - £4k
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 £1k £1k £15k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £14k
Corrected £2k £1k £1k £2k £2k £1k £2k £2k £1k £2k £1k £2k £18k
Written £2k - - £0k £1k £2k - £0k £1k £3k - £6k £16k
Revenue - - - - - - £4k - £1k £2k £0k £2k £9k
Invoiced - - - - - - - £1k £10k - £2k - £13k
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
VER2010 VER2010-7 15570 NL Business Associate No 2024-01-02 2025-01-01 0% 260.00 260.00 3.00 3.00
VER2010 VER2010-1 15570 NL Business Associate No 2024-01-02 2025-01-01 0% 260.00 260.00 5.00 4.75
VER2010 VER2010-5 15570 NL Business Associate No 2024-01-02 2025-01-01 2% 260.00 260.00 50.00 50.50
VER2010 VER2010-6 15486 NL Senior Consultant No 2024-01-02 2025-01-01 1% 205.00 155.00 20.00 5.50
VER2364 VER2364-1 15570 NL Business Associate No 2025-01-02 2026-01-01 0% 270.00 270.00 5.00 4.50
VER2364 VER2364-7 15570 NL Business Associate No 2025-01-02 2026-01-01 2% 270.00 270.00 47.00 16.00
VER2364 VER2364-3 15757 NL Consultant No 2025-01-02 2026-01-01 0% 175.00 155.00 5.00 0.00
VER2364 VER2364-11 15757 NL Consultant No 2025-05-01 2026-01-01 1% 175.00 150.00 10.00 3.00
VER2364 VER2364-8 15570 NL Business Associate No 2025-12-01 2026-01-01 3% 270.00 270.00 6.00 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
VER2010 15570
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER2010 15570
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER2010 15570
0.19
0.00
0.19
 - - - - - - - - - - -
0.19
0.00
0.19
VER2010 15486
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER2364 15570
0.42
0.00
0.42
0.38
0.00
0.38
0.40
0.00
0.40
0.42
0.00
0.42
0.42
3.25
-2.83
0.40
1.25
-0.85
0.44
0.00
0.44
0.40
0.00
0.40
0.43
0.00
0.43
0.44
0.00
0.44
0.39
0.00
0.39
0.44
0.00
0.44
4.98
4.50
0.48
VER2364 15570
3.96
3.75
0.21
3.60
0.00
3.60
3.78
0.25
3.53
3.96
8.00
-4.04
3.96
4.00
-0.04
3.78
0.00
3.78
4.14
0.00
4.14
3.78
0.00
3.78
3.96
0.00
3.96
4.15
0.00
4.15
3.60
0.00
3.60
4.15
0.00
4.15
46.82
16.00
30.82
VER2364 15757
0.42
0.00
0.42
0.38
0.00
0.38
0.40
0.00
0.40
0.42
0.00
0.42
0.42
0.00
0.42
0.40
0.00
0.40
0.44
0.00
0.44
0.40
0.00
0.40
0.43
0.00
0.43
0.44
0.00
0.44
0.39
0.00
0.39
0.44
0.00
0.44
4.98
0.00
4.98
VER2364 15757 - - - -
1.25
3.00
-1.75
1.19
0.00
1.19
1.31
0.00
1.31
1.19
0.00
1.19
1.25
0.00
1.25
1.31
0.00
1.31
1.14
0.00
1.14
1.30
0.00
1.30
9.94
3.00
6.94
VER2364 15570 - - - - - - - - - - -
5.75
0.00
5.75
5.75
0.00
5.75