Client Analysis

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Client Metadata

Account ID

1002726

Account Name

1002726
Associated Projects
Project ID Project Name
VER1517 VER1517
VER1809 VER1809
VER1967 VER1967
VER2052 VER2052
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 61.73h, Written: 0.00h, Difference: 61.73h (0%)

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

£399k

 

Planned Fees

£330k

Discount:
£-70k (-17.4%)

Corrected Fees

£330k

Scope Change:
£0k (0.0%)

Written Hours

£263k

Unrealised:
£-66k (-20.1%)

Revenue Assigned

£315k

Leakage:
£52k (19.7%)

Invoiced

£235k

Billing:
£-80k (-25.3%)

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)		 £97k £79k £79k £11k £11k £59k
2024 £302k £251k £251k £253k £304k £177k
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)		 £97k £-18k
(-19.0%) 		£0k
(0.0%) 		£-68k
(-86.4%) 		£0k
(0.0%) 		£48k
(448.5%)
2024 £302k £-51k
(-16.9%) 		£0k
(0.0%) 		£2k
(0.6%) 		£52k
(20.5%) 		£-128k
(-42.0%)
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 £17k £15k £16k £16k £16k £16k £1k - - - - - £97k
Planned £14k £12k £13k £13k £13k £13k £1k - - - - - £79k
Corrected £14k £12k £13k £13k £13k £13k £1k - - - - - £79k
Written £11k - - - - - - - - - - - £11k
Revenue £63k £-53k £1k - - - - - - - - - £11k
Invoiced - - £59k - - - - - - - - - £59k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £50k £47k £47k £31k £16k £12k £17k £16k £16k £17k £16k £16k £302k
Planned £44k £41k £41k £25k £13k £10k £14k £13k £13k £14k £13k £13k £251k
Corrected £44k £41k £41k £25k £13k £10k £14k £13k £13k £14k £13k £13k £251k
Written £42k £24k £15k £15k £15k - £5k £27k £19k £18k £45k £28k £253k
Revenue £67k £-4k £1k £77k £15k - £5k £27k £19k £18k £26k £53k £304k
Invoiced - - - - £77k - - - - - - £99k £177k
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
VER1517 VER1517-10 15309 GB Partner No 2023-09-04 2024-03-30 1% 363.37 397.50 8.00 8.00
VER1517 VER1517-12 15604 US Director No 2023-09-04 2024-03-30 1% 393.75 305.00 9.00 9.00
VER1517 VER1517-14 15604 US Director No 2023-09-04 2024-03-30 1% 393.75 305.00 12.00 12.00
VER1517 VER1517-11 10158 NL Senior Manager No 2023-09-04 2024-03-30 1% 250.00 262.50 11.00 9.50
VER1517 VER1517-9 15438 GB Senior Manager No 2023-09-04 2024-03-30 1% 276.16 262.50 10.00 10.00
VER1517 VER1517-13 10158 NL Senior Manager No 2023-09-04 2024-03-30 1% 250.00 262.50 15.00 11.50
VER1517 VER1517-8 15551 GB Senior Consultant No 2023-09-04 2024-03-30 1% 229.65 235.00 13.00 13.00
VER1517 VER1517-5 15438 GB Senior Manager No 2023-09-04 2024-03-30 0% 276.16 225.00 3.00 3.00
VER1517 VER1517-1 15682 SE Manager No 2023-09-07 2024-03-30 46% 185.00 185.00 536.00 360.50
VER1809 VER1809-1 15682 SE Senior Manager No 2024-01-02 2024-05-02 67% 264.24 208.00 472.00 370.50
VER1967 VER1967-1 15682 SE Senior Manager No 2024-05-02 2024-06-29 29% 264.24 208.00 96.00 72.00
VER2052 VER2052-1 15682 SE Senior Manager No 2024-07-01 2025-07-02 35% 264.24 214.00 738.00 711.00
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
VER2052 15682
64.54
50.00
14.54
56.12
0.00
56.12
58.93
0.00
58.93
61.73
0.00
61.73
61.74
0.00
61.74
58.93
0.00
58.93
5.61
0.00
5.61
 - - - - -
367.60
50.00
317.60