Client Analysis

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Client Metadata

Account ID

1003414

Account Name

1003414
Associated Projects
Project ID Project Name
VER1590 VER1590
VER1864 VER1864
VER2294 VER2294
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 71.79h, Written: 84.00h, Difference: -12.21h (117%)

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

£466k

 

Planned Fees

£434k

Discount:
£-32k (-6.8%)

Corrected Fees

£361k

Scope Change:
£-74k (-17.0%)

Written Hours

£307k

Unrealised:
£-53k (-14.8%)

Revenue Assigned

£291k

Leakage:
£-16k (-5.2%)

Invoiced

£284k

Billing:
£-7k (-2.5%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £104k £97k £97k £72k £81k £128k
2024 £363k £337k £264k £235k £211k £157k
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)		 £0k £0k
(0.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £104k £-7k
(-6.3%) 		£0k
(0.0%) 		£-25k
(-25.7%) 		£9k
(11.9%) 		£47k
(58.0%)
2024 £363k £-25k
(-7.0%) 		£-74k
(-21.8%) 		£-28k
(-10.7%) 		£-25k
(-10.5%) 		£-54k
(-25.6%)
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 £25k £21k £22k £12k £11k £11k £1k - - - - - £104k
Planned £23k £20k £21k £12k £11k £10k £0k - - - - - £97k
Corrected £23k £20k £21k £12k £11k £10k £0k - - - - - £97k
Written £16k £19k £20k £10k £2k £5k - - - - - - £72k
Revenue £16k £19k £20k £14k £11k - - - - - - - £81k
Invoiced - £42k £21k - £42k £21k - - - - - - £128k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £17k £17k £18k £51k £53k £47k £29k £28k £27k £27k £24k £25k £363k
Planned £15k £15k £16k £48k £50k £44k £27k £26k £24k £26k £23k £24k £337k
Corrected £15k £15k £16k £25k £26k £22k £25k £24k £23k £26k £23k £24k £264k
Written £13k £21k £11k £25k £21k £21k £22k £20k £18k £22k £22k £19k £235k
Revenue £12k £1k £32k £24k £19k £11k £1k - £58k £24k £10k £17k £211k
Invoiced £61k - £31k £22k £22k £22k - - - - - - £157k
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
VER1590 VER1590-9 15341 NL Manager No 2023-10-02 2024-03-01 0% 225.00 184.81 0.00 0.00
VER1590 VER1590-7 15552 JP Senior Manager No 2024-01-02 2024-03-30 21% 224.52 190.32 110.00 109.00
VER1590 VER1590-8 15617 JP Senior Consultant No 2024-01-02 2024-03-30 27% 171.18 164.80 140.00 136.50
VER1590 VER1590-14 15413 CH Senior Consultant No 2024-02-19 2024-03-30 5% 296.88 164.80 12.00 12.00
VER1590 VER1590-11 15552 JP Senior Manager No 2024-04-01 2024-06-29 0% 224.52 212.32 0.00 0.00
VER1590 VER1590-12 15617 JP Senior Consultant No 2024-04-01 2024-06-29 0% 171.18 188.25 0.00 0.00
VER1590 VER1590-13 15413 CH Senior Consultant No 2024-04-01 2024-06-29 0% 296.88 165.60 0.00 0.00
VER1590 VER1590-10 15413 CH Senior Consultant No 2024-04-01 2024-06-29 0% 296.88 0.00 0.00 0.00
VER1864 VER1864-20 7000026 N/A N/A No 2024-04-01 2025-01-01 2% 280.25 280.25 30.00 1.00
VER1864 VER1864-2 15552 JP Senior Manager No 2024-04-01 2024-06-29 29% 224.52 212.32 150.00 150.00
VER1864 VER1864-4 15413 CH Senior Consultant No 2024-04-01 2024-06-29 6% 296.88 165.60 30.00 0.00
VER1864 VER1864-3 15617 JP Senior Consultant No 2024-04-01 2024-06-29 33% 171.18 165.60 170.00 213.00
VER1864 VER1864-18 7000026 N/A N/A No 2024-04-01 2025-01-01 3% 163.06 163.06 40.00 5.00
VER1864 VER1864-19 7000026 N/A N/A No 2024-04-01 2025-01-01 3% 148.41 148.41 40.00 5.25
VER1864 VER1864-21 7000026 N/A N/A No 2024-04-01 2025-01-01 1% 140.13 140.13 20.00 2.50
VER1864 VER1864-10 15552 JP Senior Manager No 2024-07-01 2024-10-01 9% 224.52 212.32 50.00 30.00
VER1864 VER1864-6 15552 JP Senior Manager No 2024-07-01 2024-10-01 19% 224.52 212.32 101.00 96.00
VER1864 VER1864-8 15413 CH Senior Consultant No 2024-07-01 2024-10-01 0% 296.88 165.60 0.00 0.00
VER1864 VER1864-11 15617 JP Senior Consultant No 2024-07-01 2024-10-01 12% 171.18 165.60 63.00 61.00
VER1864 VER1864-7 15617 JP Senior Consultant No 2024-07-01 2024-10-01 25% 171.18 165.60 136.00 136.00
VER1864 VER1864-16 15552 JP Senior Manager No 2024-10-01 2025-01-01 9% 224.52 212.32 50.00 39.00
VER1864 VER1864-13 15552 JP Senior Manager No 2024-10-01 2025-01-01 19% 224.52 212.32 101.00 99.75
VER1864 VER1864-17 15617 JP Senior Consultant No 2024-10-01 2025-01-01 12% 171.18 165.60 63.00 57.50
VER1864 VER1864-14 15617 JP Senior Consultant No 2024-10-01 2025-01-01 25% 171.18 165.60 136.00 135.25
VER2294 VER2294-3 15552 JP Senior Manager No 2025-01-02 2025-04-01 29% 226.56 208.34 150.50 133.00
VER2294 VER2294-4 15617 JP Senior Consultant No 2025-01-02 2025-04-01 39% 171.88 162.49 199.00 168.33
VER2294 VER2294-7 15617 JP Senior Consultant No 2025-04-01 2025-07-01 38% 171.88 162.49 199.00 105.00
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
VER1864 7000026
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER1864 7000026
0.20
0.00
0.20
 - - - - - - - - - - -
0.20
0.00
0.20
VER1864 7000026
0.20
0.00
0.20
 - - - - - - - - - - -
0.20
0.00
0.20
VER1864 7000026
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER1864 15552
0.75
0.00
0.75
 - - - - - - - - - - -
0.75
0.00
0.75
VER1864 15552
1.51
0.00
1.51
 - - - - - - - - - - -
1.51
0.00
1.51
VER1864 15617
0.94
0.00
0.94
 - - - - - - - - - - -
0.94
0.00
0.94
VER1864 15617
2.03
0.00
2.03
 - - - - - - - - - - -
2.03
0.00
2.03
VER2294 15552
51.73
36.00
15.73
47.03
50.00
-2.97
49.39
47.00
2.39
2.35
0.00
2.35
 - - - - - - - -
150.50
133.00
17.50
VER2294 15617
68.41
52.50
15.91
62.19
50.83
11.36
65.29
65.00
0.29
3.11
0.00
3.11
 - - - - - - - -
199.00
168.33
30.67
VER2294 15617 - - -
66.33
64.00
2.33
66.34
13.00
53.34
63.32
28.00
35.32
3.01
0.00
3.01
 - - - - -
199.00
105.00
94.00