Client Analysis

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Client Metadata

Account ID

1002860

Account Name

1002860
Associated Projects
Project ID Project Name
VER1680 VER1680
VER2143 VER2143
VER2308 VER2308
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 15.17h, Written: 68.50h, Difference: -53.33h (452%)

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

£80k

 

Planned Fees

£70k

Discount:
£-10k (-12.2%)

Corrected Fees

£41k

Scope Change:
£-30k (-42.3%)

Written Hours

£43k

Unrealised:
£2k (5.7%)

Revenue Assigned

£43k

Leakage:
£0k (0.2%)

Invoiced

£28k

Billing:
£-15k (-34.3%)

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)		 £17k £15k £15k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £24k £22k £21k £24k £24k £25k
2024 £56k £48k £19k £19k £19k £4k
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)		 £17k £-2k
(-9.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £24k £-2k
(-9.3%) 		£-1k
(-3.0%) 		£3k
(11.9%) 		£0k
(0.0%) 		£0k
(2.0%)
2024 £56k £-8k
(-13.5%) 		£-29k
(-60.4%) 		£-0k
(-1.2%) 		£0k
(0.4%) 		£-15k
(-80.4%)
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 £4k £3k £3k £3k £3k £3k £4k £3k £3k £4k £3k £4k £41k
Planned £4k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £38k
Corrected £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £37k
Written £1k £0k £5k £16k £3k - - - - - - - £24k
Revenue - £1k £5k £16k £3k - - - - - - - £24k
Invoiced £0k - £1k £5k £16k £3k - - - - - - £25k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £11k £6k - - - - - - - £2k £17k £19k £56k
Planned £10k £5k - - - - - - - £2k £15k £17k £48k
Corrected £10k £5k - - - - - - - £0k £2k £2k £19k
Written £14k £0k - - - - - - - £1k £3k £0k £19k
Revenue - £15k - - - - - - - - £4k £0k £19k
Invoiced - - - - - - - - - - - £4k £4k
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
VER1680 VER1680-5 128 NL Partner No 2024-01-02 2024-02-16 2% 397.50 275.00 5.00 6.00
VER1680 VER1680-3 15403 NL Senior Manager No 2024-01-02 2024-02-16 11% 262.50 230.00 31.00 32.00
VER1680 VER1680-4 15757 NL Consultant No 2024-01-02 2024-02-16 14% 172.50 165.00 39.00 34.00
VER2143 VER2143-2 15292 NL Manager No 2024-10-24 2025-01-01 3% 235.00 205.00 11.50 11.50
VER2143 VER2143-5 15757 NL Consultant No 2024-11-01 2025-01-01 2% 172.50 165.00 6.00 6.00
VER2143 VER2143-3 128 NL Partner No 2024-11-11 2025-01-01 1% 397.50 275.00 3.00 3.00
VER2308 VER2308-3 128 NL Director No 2025-01-02 2026-01-01 1% 312.50 282.50 30.00 28.00
VER2308 VER2308-1 15292 NL Manager No 2025-01-02 2026-01-01 4% 242.50 210.50 75.00 64.50
VER2308 VER2308-2 15757 NL Consultant No 2025-01-02 2026-01-01 4% 175.00 169.50 75.00 15.00
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
VER2143 15292
0.23
0.00
0.23
 - - - - - - - - - - -
0.23
0.00
0.23
VER2143 15757
0.14
0.00
0.14
 - - - - - - - - - - -
0.14
0.00
0.14
VER2143 128
0.08
0.00
0.08
 - - - - - - - - - - -
0.08
0.00
0.08
VER2308 128
2.53
1.00
1.53
2.30
0.00
2.30
2.41
2.50
-0.09
2.53
23.00
-20.47
2.53
1.50
1.03
2.41
0.00
2.41
2.64
0.00
2.64
2.42
0.00
2.42
2.53
0.00
2.53
2.64
0.00
2.64
2.30
0.00
2.30
2.64
0.00
2.64
29.88
28.00
1.88
VER2308 15292
6.32
1.00
5.32
5.75
0.50
5.25
6.03
11.00
-4.97
6.32
40.50
-34.18
6.32
11.50
-5.18
6.04
0.00
6.04
6.61
0.00
6.61
6.03
0.00
6.03
6.32
0.00
6.32
6.61
0.00
6.61
5.75
0.00
5.75
6.61
0.00
6.61
74.71
64.50
10.21
VER2308 15757
6.32
1.00
5.32
5.75
0.00
5.75
6.03
9.00
-2.97
6.32
5.00
1.32
6.32
0.00
6.32
6.04
0.00
6.04
6.61
0.00
6.61
6.03
0.00
6.03
6.32
0.00
6.32
6.61
0.00
6.61
5.75
0.00
5.75
6.61
0.00
6.61
74.71
15.00
59.71