Client Analysis

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Client Metadata

Account ID

1003500

Account Name

1003500
Associated Projects
Project ID Project Name
VER1026 VER1026
VER1428 VER1428
VER1577 VER1577
VER1650 VER1650
VER2401 VER2401
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 99.91h, Written: 32.50h, Difference: 67.41h (33%)

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

£576k

 

Planned Fees

£517k

Discount:
£-58k (-10.1%)

Corrected Fees

£509k

Scope Change:
£-8k (-1.5%)

Written Hours

£314k

Unrealised:
£-195k (-38.3%)

Revenue Assigned

£193k

Leakage:
£-121k (-38.5%)

Invoiced

£325k

Billing:
£132k (68.0%)

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)		 £248k £209k £187k £145k £70k £57k
2024 £328k £308k £322k £170k £123k £268k
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)		 £248k £-39k
(-15.6%) 		£-22k
(-10.7%) 		£-43k
(-22.8%) 		£-74k
(-51.4%) 		£-13k
(-18.8%)
2024 £328k £-20k
(-6.0%) 		£14k
(4.7%) 		£-153k
(-47.4%) 		£-47k
(-27.4%) 		£145k
(117.6%)
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 £47k £45k £26k £28k £53k £47k £2k - - - - - £248k
Planned £43k £40k £22k £23k £42k £37k £2k - - - - - £209k
Corrected £40k £36k £18k £18k £38k £35k £2k - - - - - £187k
Written £41k £31k £17k £7k £20k £28k - - - - - - £145k
Revenue £9k £53k £2k £1k £6k - - - - - - - £70k
Invoiced £11k £11k £11k - £11k £11k - - - - - - £57k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £55k £25k £24k £26k £27k £23k £27k £26k £25k £27k £25k £19k £328k
Planned £54k £23k £22k £24k £25k £22k £25k £24k £23k £25k £23k £17k £308k
Corrected £65k £23k £22k £24k £25k £22k £25k £24k £23k £25k £23k £17k £322k
Written £31k £18k £19k £21k £13k £13k £10k £13k £11k £7k £8k £5k £170k
Revenue £15k £12k £9k £18k £7k £25k £-2k £8k £4k £10k £10k £6k £123k
Invoiced £90k £56k £12k £12k £12k £12k £13k £12k £12k £12k £12k £12k £268k
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
VER1026 VER1026-4 15433 ZA Business Associate No 2022-08-01 2024-11-30 17% 233.01 233.01 835.60 815.50
VER1428 VER1428-5 15369 US Director No 2023-06-01 2025-05-31 1% 393.75 393.75 50.00 0.00
VER1428 VER1428-8 15592 US Consultant No 2023-06-01 2025-07-01 21% 256.25 180.00 934.00 860.00
VER1428 VER1428-7 15549 GB Consultant No 2023-06-01 2025-05-31 0% 203.49 158.00 0.00 0.00
VER1428 VER1428-9 15546 ZA Consultant No 2023-06-09 2025-05-31 1% 97.50 110.00 25.50 25.50
VER1428 VER1428-4 15296 GB Senior Manager No 2023-06-12 2025-07-01 9% 276.16 237.50 400.00 370.50
VER1428 VER1428-6 15519 ZA Senior Manager No 2023-07-03 2025-07-01 3% 162.50 162.50 114.50 84.50
VER1428 VER1428-11 15710 ZA Senior Consultant No 2023-08-03 2025-07-01 5% 110.00 162.50 208.50 207.50
VER1428 VER1428-12 15435 ZA Business Associate No 2023-08-09 2025-07-01 3% 232.25 232.25 100.00 8.00
VER1428 VER1428-10 15547 ZA Senior Consultant No 2023-09-13 2025-07-01 3% 110.00 110.00 97.00 77.00
VER1428 VER1428-13 15706 US Interim No 2024-03-18 2025-07-01 7% 146.23 146.23 200.00 181.00
VER1428 VER1428-14 15596 US Consultant No 2025-01-13 2025-07-01 4% 246.65 160.71 36.00 6.00
VER1428 VER1428-19 16104 ZA Senior Consultant No 2025-05-01 2025-07-01 18% 123.75 145.09 64.00 10.50
VER1428 VER1428-18 15871 IN Senior Consultant No 2025-05-01 2025-07-01 28% 210.00 98.21 100.00 71.50
VER1428 VER1428-15 15897 ZA Consultant No 2025-05-01 2025-07-01 28% 108.75 98.21 100.00 87.00
VER1428 VER1428-16 15961 ZA Consultant No 2025-05-01 2025-07-01 28% 108.75 98.21 100.00 96.00
VER1577 VER1577-2 15706 US Interim No 2023-10-10 2024-02-01 69% 276.25 276.25 459.00 422.00
VER1650 VER1650-1 15870 NL Interim No 2023-12-27 2024-02-01 9% 400.00 400.00 20.00 20.00
VER2401 VER2401-1 15706 US Interim No 2025-01-02 2025-03-01 45% 273.21 273.21 150.00 150.00
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
VER1428 15369
2.20
0.00
2.20
1.92
0.00
1.92
2.01
0.00
2.01
2.11
0.00
2.11
2.11
0.00
2.11
 - - - - - - -
10.35
0.00
10.35
VER1428 15592
39.49
52.00
-12.51
34.35
41.00
-6.65
36.05
29.50
6.55
37.77
12.00
25.77
37.78
12.50
25.28
36.06
23.50
12.56
1.72
0.00
1.72
 - - - - -
223.22
170.50
52.72
VER1428 15546
1.13
0.00
1.13
0.99
0.00
0.99
1.04
0.00
1.04
1.10
0.00
1.10
1.08
0.00
1.08
 - - - - - - -
5.34
0.00
5.34
VER1428 15296
17.13
17.00
0.13
14.90
19.50
-4.60
15.64
21.00
-5.36
16.38
20.50
-4.12
16.40
16.00
0.40
15.63
49.00
-33.37
0.75
0.00
0.75
 - - - - -
96.83
143.00
-46.17
VER1428 15519
5.04
0.00
5.04
4.39
18.00
-13.61
4.61
0.00
4.61
4.82
0.00
4.82
4.82
0.00
4.82
4.62
0.00
4.62
0.21
0.00
0.21
 - - - - -
28.51
18.00
10.51
VER1428 15710
9.62
0.00
9.62
8.36
0.00
8.36
8.77
0.00
8.77
9.20
0.00
9.20
9.20
0.00
9.20
8.78
0.00
8.78
0.42
0.00
0.42
 - - - - -
54.35
0.00
54.35
VER1428 15435
4.65
0.00
4.65
4.04
0.00
4.04
4.24
0.00
4.24
4.45
0.00
4.45
4.44
0.00
4.44
4.25
0.00
4.25
0.20
0.00
0.20
 - - - - -
26.27
0.00
26.27
VER1428 15547
4.74
0.00
4.74
4.13
3.00
1.13
4.34
0.00
4.34
4.54
0.00
4.54
4.55
0.00
4.55
4.34
0.00
4.34
0.20
0.00
0.20
 - - - - -
26.84
3.00
23.84
VER1428 15706
13.65
0.00
13.65
11.87
8.00
3.87
12.47
48.00
-35.53
13.05
0.00
13.05
13.05
0.00
13.05
12.46
0.00
12.46
0.60
0.00
0.60
 - - - - -
77.15
56.00
21.15
VER1428 15596
4.43
6.00
-1.57
5.90
0.00
5.90
6.20
0.00
6.20
6.49
0.00
6.49
6.48
0.00
6.48
6.20
0.00
6.20
0.30
0.00
0.30
 - - - - -
36.00
6.00
30.00
VER1428 16104 - - - -
32.00
0.00
32.00
30.55
10.50
20.05
1.45
0.00
1.45
 - - - - -
64.00
10.50
53.50
VER1428 15871 - - - -
50.00
33.00
17.00
47.73
38.50
9.23
2.27
0.00
2.27
 - - - - -
100.00
71.50
28.50
VER1428 15897 - - - -
50.00
13.00
37.00
47.73
74.00
-26.27
2.27
0.00
2.27
 - - - - -
100.00
87.00
13.00
VER1428 15961 - - - -
50.00
96.00
-46.00
47.73
0.00
47.73
2.27
0.00
2.27
 - - - - -
100.00
96.00
4.00
VER2401 15706
78.57
96.00
-17.43
71.43
54.00
17.43
 - - - - - - - - - -
150.00
150.00
0.00