Client Analysis

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Client Metadata

Account ID

1002999

Account Name

1002999
Associated Projects
Project ID Project Name
VER1636 VER1636
VER2273 VER2273
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 14.97h, Written: 23.00h, Difference: -8.03h (154%)

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

£71k

 

Planned Fees

£61k

Discount:
£-10k (-13.7%)

Corrected Fees

£38k

Scope Change:
£-23k (-37.9%)

Written Hours

£40k

Unrealised:
£2k (5.1%)

Revenue Assigned

£30k

Leakage:
£-10k (-23.8%)

Invoiced

£77k

Billing:
£47k (154.4%)

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)		 £19k £17k £17k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £24k £22k £22k £24k £15k £39k
2024 £47k £39k £16k £16k £16k £38k
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)		 £19k £-2k
(-9.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £24k £-2k
(-10.0%) 		£-0k
(-0.4%) 		£2k
(8.7%) 		£-9k
(-38.4%) 		£25k
(170.3%)
2024 £47k £-7k
(-15.7%) 		£-23k
(-58.7%) 		£0k
(0.4%) 		£-0k
(-2.8%) 		£22k
(139.8%)
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 £3k £3k £4k £4k £4k £4k £4k £4k £4k £4k £3k £4k £43k
Planned £3k £2k £3k £3k £3k £3k £4k £3k £3k £4k £3k £4k £39k
Corrected £3k £2k £3k £3k £3k £3k £4k £3k £3k £4k £3k £4k £38k
Written £0k £3k £6k £5k - £7k £2k - - - - - £24k
Revenue - £3k £6k £6k - - - - - - - - £15k
Invoiced - - £39k - - - - - - - - - £39k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £47k
Planned £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £3k £39k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £16k
Written £3k £2k £3k £0k £0k £1k £0k £3k £2k £0k £0k £1k £16k
Revenue - £5k £2k - £0k £1k £0k £3k £1k £0k £0k £1k £16k
Invoiced - £38k - - - - - - - - - - £38k
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
VER1636 VER1636-1 128 NL Partner No 2024-01-02 2025-01-01 0% 397.50 267.50 0.00 0.00
VER1636 VER1636-5 128 NL Partner No 2024-01-02 2025-01-01 1% 397.50 267.50 18.50 18.50
VER1636 VER1636-2 15199 NL Manager No 2024-01-02 2025-01-01 0% 235.00 212.50 0.00 0.00
VER1636 VER1636-3 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 212.50 0.00 0.00
VER1636 VER1636-7 15292 NL Manager No 2024-01-02 2025-01-01 1% 235.00 212.50 18.00 18.00
VER1636 VER1636-6 15199 NL Manager No 2024-01-02 2025-01-01 2% 235.00 212.50 35.50 35.50
VER2273 VER2273-1 128 NL Director No 2025-01-02 2026-01-01 0% 312.50 277.00 1.00 0.00
VER2273 VER2273-7 128 NL Director No 2025-01-02 2026-01-01 2% 312.50 277.00 40.00 19.00
VER2273 VER2273-2 15199 NL Manager No 2025-01-02 2026-01-01 0% 242.50 220.00 1.00 0.00
VER2273 VER2273-8 15199 NL Manager No 2025-01-02 2026-01-01 4% 242.50 220.00 88.00 23.00
VER2273 VER2273-9 15659 NL Senior Consultant No 2025-03-03 2026-01-01 2% 210.00 190.00 40.00 60.00
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
VER1636 128
0.07
0.00
0.07
 - - - - - - - - - - -
0.07
0.00
0.07
VER1636 15292
0.07
0.00
0.07
 - - - - - - - - - - -
0.07
0.00
0.07
VER1636 15199
0.13
0.00
0.13
 - - - - - - - - - - -
0.13
0.00
0.13
VER2273 128
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2273 128
3.37
0.00
3.37
3.07
0.00
3.07
3.22
5.00
-1.78
3.37
6.00
-2.63
3.37
0.00
3.37
3.22
6.50
-3.28
3.52
1.50
2.02
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
19.00
20.85
VER2273 15199
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2273 15199
7.42
1.50
5.92
6.74
13.00
-6.26
7.08
1.50
5.58
7.42
4.00
3.42
7.42
0.00
7.42
7.08
3.00
4.08
7.75
0.00
7.75
7.08
0.00
7.08
7.42
0.00
7.42
7.75
0.00
7.75
6.75
0.00
6.75
7.75
0.00
7.75
87.66
23.00
64.66
VER2273 15659 - -
3.84
22.00
-18.16
4.02
13.00
-8.98
4.02
0.00
4.02
3.83
25.00
-21.17
4.20
10.00
-5.80
3.84
0.00
3.84
4.02
0.00
4.02
4.20
0.00
4.20
3.65
0.00
3.65
4.20
0.00
4.20
39.82
70.00
-30.18