Client Analysis

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Client Metadata

Account ID

1003003

Account Name

1003003
Associated Projects
Project ID Project Name
VER1370 VER1370
VER2309 VER2309
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 2.53h, Written: 1.00h, Difference: 1.53h (40%)

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

£17k

 

Planned Fees

£17k

Discount:
£0k (0.0%)

Corrected Fees

£21k

Scope Change:
£4k (23.7%)

Written Hours

£12k

Unrealised:
£-9k (-44.0%)

Revenue Assigned

£11k

Leakage:
£-0k (-1.5%)

Invoiced

£10k

Billing:
£-1k (-8.6%)

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)		 £2k £2k £2k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £3k £3k £3k £3k £3k £5k
2024 £14k £14k £18k £9k £9k £5k
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)		 £2k £0k
(0.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £3k £0k
(0.1%) 		£0k
(0.0%) 		£-0k
(-2.9%) 		£-0k
(-6.3%) 		£2k
(92.3%)
2024 £14k £0k
(0.0%) 		£4k
(28.5%) 		£-9k
(-50.6%) 		£0k
(0.0%) 		£-3k
(-38.4%)
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 £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £5k
Planned £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £5k
Corrected £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £5k
Written - £1k £2k £0k - £0k - - - - - - £3k
Revenue - £1k £2k £0k - - - - - - - - £3k
Invoiced £5k - - - - - - - - - - - £5k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £3k £3k £3k £3k £3k - - - - - - - £14k
Planned £3k £3k £3k £3k £3k - - - - - - - £14k
Corrected £4k £3k £3k £4k £4k - - - - - - - £18k
Written - £3k £3k £1k £3k - - - - - - - £9k
Revenue - £3k £3k £1k £3k - - - - - - - £9k
Invoiced - - £3k £3k - - - - - - - - £5k
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
VER1370 VER1370-1 15435 ZA Business Associate No 2023-04-03 2024-06-01 8% 162.50 162.50 200.00 40.00
VER1370 VER1370-3 15531 ZA Manager No 2023-04-03 2024-06-01 0% 135.00 135.00 4.00 2.00
VER1370 VER1370-2 15547 ZA Senior Consultant No 2023-04-03 2024-06-01 6% 110.00 110.00 150.00 107.00
VER2309 VER2309-5 15531 ZA Senior Manager No 2025-01-02 2026-01-01 0% 185.00 185.00 2.00 1.00
VER2309 VER2309-6 15435 ZA Business Associate No 2025-01-02 2026-01-01 1% 185.00 185.00 18.00 14.00
VER2309 VER2309-4 15547 ZA Senior Consultant No 2025-01-02 2026-01-01 0% 123.75 124.00 10.00 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
VER2309 15531
0.17
0.00
0.17
0.15
0.00
0.15
0.16
0.00
0.16
0.17
0.00
0.17
0.17
0.00
0.17
0.16
1.00
-0.84
0.18
0.00
0.18
0.16
0.00
0.16
0.17
0.00
0.17
0.18
0.00
0.18
0.15
0.00
0.15
0.17
0.00
0.17
1.99
1.00
0.99
VER2309 15435
1.52
0.00
1.52
1.38
3.00
-1.62
1.45
10.00
-8.55
1.52
1.00
0.52
1.52
0.00
1.52
1.45
0.00
1.45
1.58
0.00
1.58
1.45
0.00
1.45
1.52
0.00
1.52
1.58
0.00
1.58
1.38
0.00
1.38
1.58
0.00
1.58
17.93
14.00
3.93
VER2309 15547
0.84
0.00
0.84
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.81
0.00
0.81
0.88
0.00
0.88
0.81
0.00
0.81
0.84
0.00
0.84
0.88
0.00
0.88
0.77
0.00
0.77
0.88
0.00
0.88
9.96
0.00
9.96