Client Analysis

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Client Metadata

Account ID

1002845

Account Name

1002845
Associated Projects
Project ID Project Name
VER1689 VER1689
VER2434 VER2434
VER649 VER649
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 167.42h, Written: 73.00h, Difference: 94.42h (44%)

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

£472k

 

Planned Fees

£332k

Discount:
£-140k (-29.7%)

Corrected Fees

£291k

Scope Change:
£-41k (-12.3%)

Written Hours

£251k

Unrealised:
£-40k (-13.6%)

Revenue Assigned

£225k

Leakage:
£-26k (-10.2%)

Invoiced

£209k

Billing:
£-17k (-7.5%)

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)		 £105k £69k £62k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £256k £185k £171k £90k £78k £81k
2024 £216k £147k £120k £161k £147k £128k
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)		 £105k £-36k
(-34.1%) 		£-7k
(-9.7%) 		- - -
2025 (Actual)
(Up to July 2025)		 £256k £-71k
(-27.8%) 		£-14k
(-7.7%) 		£-80k
(-47.1%) 		£-12k
(-13.6%) 		£3k
(3.7%)
2024 £216k £-69k
(-32.0%) 		£-27k
(-18.2%) 		£41k
(33.8%) 		£-13k
(-8.4%) 		£-20k
(-13.4%)
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 £20k £28k £41k £43k £43k £38k £42k £38k £17k £17k £15k £17k £361k
Planned £15k £21k £30k £32k £32k £27k £29k £27k £11k £11k £10k £11k £254k
Corrected £12k £19k £28k £29k £29k £25k £28k £25k £9k £10k £8k £10k £233k
Written £10k £19k £33k £11k £8k £9k - - - - - - £90k
Revenue £10k £16k £35k £11k £6k - - - - - - - £78k
Invoiced - £10k £10k £30k £21k £10k - - - - - - £81k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £15k £16k £17k £18k £19k £17k £19k £18k £17k £20k £19k £20k £216k
Planned £9k £11k £12k £12k £13k £11k £13k £12k £12k £15k £14k £14k £147k
Corrected £7k £9k £9k £10k £10k £9k £10k £10k £9k £12k £11k £12k £120k
Written £1k £10k £12k £12k £14k £12k £20k £19k £14k £19k £16k £12k £161k
Revenue £-15k £10k £12k £12k £14k £12k £22k £7k £24k £19k £17k £14k £147k
Invoiced £8k £20k - £20k £10k - £10k - £20k £10k £20k £10k £128k
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
VER1689 VER1689-10 15547 ZA Senior Consultant No 2024-01-02 2026-01-01 0% 115.00 142.50 1.00 0.00
VER1689 VER1689-8 15701 US Manager No 2024-01-02 2026-01-01 0% 327.83 142.50 20.00 0.00
VER1689 VER1689-7 15592 US Consultant No 2024-01-02 2026-01-01 5% 252.36 142.50 222.50 108.50
VER1689 VER1689-4 15296 GB Senior Manager No 2024-01-02 2026-01-01 8% 290.70 142.50 340.00 257.50
VER1689 VER1689-9 15639 GB Consultant No 2024-01-02 2026-01-01 15% 212.21 142.50 640.00 639.00
VER1689 VER1689-6 15710 ZA Senior Consultant No 2024-02-12 2025-05-31 10% 115.00 142.50 282.50 282.50
VER1689 VER1689-11 15897 ZA Consultant No 2024-10-01 2026-01-01 4% 101.25 142.50 100.00 77.00
VER1689 VER1689-12 15961 ZA Consultant No 2024-10-01 2026-01-01 4% 101.25 142.50 100.00 100.00
VER2434 VER2434-1 16081 GB Manager No 2025-02-17 2025-08-30 4% 278.27 206.00 40.00 37.00
VER2434 VER2434-2 16030 GB Manager No 2025-02-17 2025-08-30 44% 278.27 206.00 496.00 180.00
VER649 VER649-4 15533 ZA Manager No 2022-02-07 2024-01-01 1% 142.50 206.25 21.00 21.00
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
VER1689 15547
0.05
0.00
0.05
0.04
0.00
0.04
0.03
0.00
0.03
0.04
0.00
0.04
0.04
0.00
0.04
0.05
0.00
0.05
0.05
0.00
0.05
0.03
0.00
0.03
0.04
0.00
0.04
0.05
0.00
0.05
0.04
0.00
0.04
0.03
0.00
0.03
0.49
0.00
0.49
VER1689 15701
0.88
0.00
0.88
0.76
0.00
0.76
0.80
0.00
0.80
0.85
0.00
0.85
0.84
0.00
0.84
0.80
0.00
0.80
0.88
0.00
0.88
0.80
0.00
0.80
0.85
0.00
0.85
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.99
0.00
9.99
VER1689 15592
9.78
1.50
8.28
8.51
1.00
7.51
8.94
3.00
5.94
9.36
6.50
2.86
9.36
0.50
8.86
8.94
0.00
8.94
9.78
0.00
9.78
8.94
0.00
8.94
9.36
0.00
9.36
9.78
0.00
9.78
8.52
0.00
8.52
9.78
0.00
9.78
111.05
12.50
98.55
VER1689 15296
14.95
21.00
-6.05
13.00
16.00
-3.00
13.65
13.00
0.65
14.31
11.50
2.81
14.30
9.00
5.30
13.65
6.50
7.15
14.95
0.00
14.95
13.65
0.00
13.65
14.31
0.00
14.31
14.95
0.00
14.95
13.00
0.00
13.00
14.95
0.00
14.95
169.67
77.00
92.67
VER1689 15639
28.14
18.00
10.14
24.47
34.00
-9.53
25.70
46.50
-20.80
26.93
18.50
8.43
26.92
0.00
26.92
25.70
0.00
25.70
28.14
0.00
28.14
25.70
0.00
25.70
26.93
0.00
26.93
28.14
0.00
28.14
24.48
0.00
24.48
28.14
0.00
28.14
319.39
117.00
202.39
VER1689 15710
19.11
0.00
19.11
16.62
0.00
16.62
17.45
0.00
17.45
18.28
0.00
18.28
18.28
0.00
18.28
 - - - - - - -
89.74
0.00
89.74
VER1689 15897
7.01
12.50
-5.49
6.10
3.00
3.10
6.40
7.00
-0.60
6.71
4.50
2.21
6.71
0.00
6.71
6.40
3.00
3.40
7.01
0.00
7.01
6.40
0.00
6.40
6.71
0.00
6.71
7.01
0.00
7.01
6.10
0.00
6.10
7.02
0.00
7.02
79.58
30.00
49.58
VER1689 15961
7.01
16.00
-8.99
6.10
18.00
-11.90
6.40
18.00
-11.60
6.71
26.50
-19.79
6.71
4.50
2.21
6.40
0.00
6.40
7.01
0.00
7.01
6.40
0.00
6.40
6.71
0.00
6.71
7.01
0.00
7.01
6.10
0.00
6.10
7.02
0.00
7.02
79.58
83.00
-3.42
VER2434 16081 -
2.86
18.50
-15.64
6.00
12.50
-6.50
6.29
5.50
0.79
6.28
0.50
5.78
6.00
0.00
6.00
6.57
0.00
6.57
6.00
0.00
6.00
 - - - -
40.00
37.00
3.00
VER2434 16030 -
35.43
26.00
9.43
74.40
88.00
-13.60
77.94
0.00
77.94
77.94
30.00
47.94
74.40
36.00
38.40
81.49
0.00
81.49
74.40
0.00
74.40
 - - - -
496.00
180.00
316.00