Client Analysis

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Client Metadata

Account ID

1003387

Account Name

1003387
Associated Projects
Project ID Project Name
VER1711 VER1711
VER2086 VER2086
VER2373 VER2373
VER945 VER945
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 38.73h, Written: 29.00h, Difference: 9.73h (75%)

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

£478k

 

Planned Fees

£288k

Discount:
£-190k (-39.8%)

Corrected Fees

£288k

Scope Change:
£0k (0.0%)

Written Hours

£284k

Unrealised:
£-4k (-1.4%)

Revenue Assigned

£227k

Leakage:
£-57k (-20.0%)

Invoiced

£168k

Billing:
£-59k (-26.2%)

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)		 £1k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £70k £39k £39k £54k £40k £40k
2024 £408k £249k £249k £229k £187k £127k
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)		 £1k £-0k
(-44.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £70k £-31k
(-44.1%) 		£0k
(0.0%) 		£15k
(39.3%) 		£-15k
(-26.9%) 		£0k
(1.2%)
2024 £408k £-159k
(-39.0%) 		£0k
(0.0%) 		£-19k
(-7.8%) 		£-42k
(-18.3%) 		£-60k
(-32.0%)
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 £2k £10k £11k £12k £12k £11k £12k £1k - - - - £70k
Planned £1k £6k £6k £7k £7k £6k £7k £0k - - - - £39k
Corrected £1k £6k £6k £7k £7k £6k £7k £0k - - - - £39k
Written £4k £13k £10k £5k £10k £12k £1k - - - - - £54k
Revenue £4k £13k £10k £3k £9k - - - - - - - £40k
Invoiced - - - £27k £13k - - - - - - - £40k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £88k £82k £50k £51k £53k £66k - £1k £5k £6k £5k - £408k
Planned £51k £48k £31k £32k £33k £43k - £1k £3k £4k £3k - £249k
Corrected £51k £48k £31k £32k £33k £43k - £1k £3k £4k £3k - £249k
Written £30k £35k £31k £36k £27k £28k - - £16k £20k £5k - £229k
Revenue £26k £32k £29k £33k £20k £5k - - £40k £1k £1k - £187k
Invoiced - £57k - - £57k - - - - - £14k - £127k
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
VER1711 VER1711-5 15507 US Partner No 2024-01-02 2024-06-29 3% 500.00 231.13 26.00 29.00
VER1711 VER1711-4 15598 US Senior Manager No 2024-01-02 2024-06-29 50% 358.49 212.26 520.00 428.00
VER1711 VER1711-6 15671 US Consultant No 2024-01-02 2024-06-29 38% 252.36 179.25 390.00 444.00
VER1711 VER1711-7 15596 US Consultant No 2024-06-03 2024-06-29 50% 252.36 179.25 80.00 60.00
VER2086 VER2086-6 15507 US Partner No 2024-08-26 2024-11-26 0% 500.00 212.26 1.00 8.00
VER2086 VER2086-4 15598 US Senior Manager No 2024-08-26 2024-11-26 3% 358.49 188.68 15.00 125.00
VER2086 VER2086-7 15671 US Consultant No 2024-08-26 2024-11-26 8% 252.36 169.81 43.00 43.00
VER2086 VER2086-5 15596 US Consultant No 2024-08-26 2024-11-26 1% 252.36 169.81 3.00 50.00
VER2373 VER2373-8 15671 US Senior Consultant No 2025-01-22 2025-08-01 11% 286.83 160.71 120.00 257.00
VER2373 VER2373-9 15596 US Consultant No 2025-02-03 2025-08-01 3% 246.65 160.71 30.00 27.00
VER2373 VER2373-6 15507 US Partner No 2025-02-05 2025-08-01 1% 491.07 200.89 9.00 12.00
VER2373 VER2373-7 15672 US Manager No 2025-02-06 2025-08-01 7% 321.43 178.57 75.00 34.00
VER945 VER945-7 15507 US Partner No 2022-07-05 2024-03-01 2% 500.00 228.64 80.00 38.00
VER945 VER945-6 15439 US Senior Manager No 2022-07-05 2024-03-01 27% 356.25 173.30 920.00 496.00
VER945 VER945-4 15552 JP Senior Manager No 2022-07-05 2024-03-01 5% 224.52 154.85 160.00 22.00
VER945 VER945-5 15544 US Senior Consultant No 2022-07-05 2024-03-01 29% 292.45 154.85 1000.00 370.00
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
VER2373 15671
6.96
24.50
-17.54
17.39
58.00
-40.61
18.26
49.00
-30.74
19.13
18.00
1.13
19.13
55.00
-35.87
18.26
52.50
-34.24
20.00
0.00
20.00
0.87
0.00
0.87
 - - - -
120.00
257.00
-137.00
VER2373 15596 -
4.62
7.00
-2.38
4.85
0.00
4.85
5.07
0.00
5.07
5.08
10.00
-4.92
4.84
10.00
-5.16
5.31
0.00
5.31
0.23
0.00
0.23
 - - - -
30.00
27.00
3.00
VER2373 15507 -
1.27
3.00
-1.73
1.48
5.00
-3.52
1.54
2.00
-0.46
1.55
0.00
1.55
1.47
2.00
-0.53
1.62
1.00
0.62
0.07
0.00
0.07
 - - - -
9.00
13.00
-4.00
VER2373 15672 -
10.04
9.00
1.04
12.40
6.00
6.40
12.99
9.00
3.99
12.99
0.00
12.99
12.40
8.00
4.40
13.59
2.00
11.59
0.59
0.00
0.59
 - - - -
75.00
34.00
41.00