Client Analysis

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Client Metadata

Account ID

1003412

Account Name

1003412
Associated Projects
Project ID Project Name
VER1781 VER1781
VER2453 VER2453
VER2531 VER2531
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 117.25h, Written: 125.00h, Difference: -7.75h (107%)

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

£293k

 

Planned Fees

£222k

Discount:
£-70k (-24.1%)

Corrected Fees

£216k

Scope Change:
£-6k (-2.7%)

Written Hours

£215k

Unrealised:
£-1k (-0.4%)

Revenue Assigned

£146k

Leakage:
£-70k (-32.4%)

Invoiced

£107k

Billing:
£-38k (-26.4%)

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)		 £47k £35k £35k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £241k £189k £183k £182k £112k £107k
2024 £52k £33k £33k £33k £33k £0k
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)		 £47k £-11k
(-24.3%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £241k £-52k
(-21.4%) 		£-6k
(-3.2%) 		£-1k
(-0.4%) 		£-70k
(-38.3%) 		£-5k
(-4.7%)
2024 £52k £-19k
(-36.3%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£-33k
(-100.0%)
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 - - £18k £37k £68k £65k £52k £47k - - - - £287k
Planned - - £15k £30k £53k £51k £40k £35k - - - - £224k
Corrected - - £14k £28k £52k £50k £39k £35k - - - - £218k
Written - - £21k £31k £59k £65k £5k - - - - - £182k
Revenue - - £21k £26k £66k - - - - - - - £112k
Invoiced - - - £21k £26k £61k - - - - - - £107k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - £8k £44k - - - - - - - - - £52k
Planned - £5k £28k - - - - - - - - - £33k
Corrected - £5k £28k - - - - - - - - - £33k
Written - £5k £28k - - - - - - - - - £33k
Revenue - £5k £28k - - - - - - - - - £33k
Invoiced - - - - - - - - - - - - £0k
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
VER1781 VER1781-1 15772 CH Consultant No 2024-02-26 2024-03-29 96% 270.83 172.50 192.00 192.00
VER2453 VER2453-1 15309 GB Partner No 2025-03-03 2025-07-01 1% 398.81 384.38 4.00 0.00
VER2453 VER2453-5 15768 NL Senior Manager No 2025-03-03 2025-07-01 0% 270.00 253.13 0.00 0.00
VER2453 VER2453-8 16111 GB Senior Manager No 2025-03-03 2025-07-01 4% 306.55 253.12 28.00 25.00
VER2453 VER2453-4 16081 GB Manager No 2025-03-03 2025-07-01 23% 278.27 228.13 160.00 160.00
VER2453 VER2453-3 15205 NL Director No 2025-03-04 2025-07-01 6% 312.50 286.25 40.00 40.00
VER2453 VER2453-2 15528 CH Partner No 2025-03-21 2025-07-01 1% 507.89 395.00 4.00 8.00
VER2531 VER2531-2 15205 NL Director No 2025-04-21 2025-08-30 3% 312.50 286.25 24.00 8.00
VER2531 VER2531-4 15279 CH Manager No 2025-04-21 2025-08-30 32% 352.63 268.75 240.00 213.50
VER2531 VER2531-3 16081 GB Manager No 2025-04-21 2025-08-30 53% 278.27 221.88 400.00 269.00
VER2531 VER2531-1 15528 CH Partner No 2025-04-21 2025-08-30 2% 507.89 0.00 16.00 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
VER2453 15309 - -
0.97
0.00
0.97
1.01
0.00
1.01
1.01
0.00
1.01
0.96
0.00
0.96
0.05
0.00
0.05
 - - - - -
4.00
0.00
4.00
VER2453 16111 - -
6.76
0.00
6.76
7.08
0.00
7.08
7.08
0.00
7.08
6.76
25.00
-18.24
0.32
0.00
0.32
 - - - - -
28.00
25.00
3.00
VER2453 16081 - -
38.62
68.00
-29.38
40.46
79.00
-38.54
40.46
13.00
27.46
38.62
0.00
38.62
1.84
0.00
1.84
 - - - - -
160.00
160.00
0.00
VER2453 15205 - -
9.30
15.00
-5.70
10.23
17.00
-6.77
10.24
8.00
2.24
9.76
0.00
9.76
0.47
0.00
0.47
 - - - - -
40.00
40.00
0.00
VER2453 15528 - -
0.38
3.00
-2.62
1.21
5.00
-3.79
1.20
0.00
1.20
1.16
0.00
1.16
0.05
0.00
0.05
 - - - - -
4.00
8.00
-4.00
VER2531 15205 - - -
2.02
0.00
2.02
5.56
1.00
4.56
5.30
7.00
-1.70
5.81
0.00
5.81
5.31
0.00
5.31
 - - - -
24.00
8.00
16.00
VER2531 15279 - - -
20.21
24.00
-3.79
55.58
108.50
-52.92
53.05
81.00
-27.95
58.11
0.00
58.11
53.05
0.00
53.05
 - - - -
240.00
213.50
26.50
VER2531 16081 - - -
33.68
0.00
33.68
92.63
111.00
-18.37
88.42
158.00
-69.58
96.85
24.00
72.85
88.42
0.00
88.42
 - - - -
400.00
293.00
107.00
VER2531 15528 - - -
1.35
0.00
1.35
3.70
0.00
3.70
3.54
0.00
3.54
3.87
0.00
3.87
3.54
0.00
3.54
 - - - -
16.00
0.00
16.00