Client Analysis

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Client Metadata

Account ID

1003530

Account Name

1003530
Associated Projects
Project ID Project Name
VER1503 VER1503
VER1846 VER1846
VER2327 VER2327
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 102.02h, Written: 124.00h, Difference: -21.98h (122%)

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

£384k

 

Planned Fees

£295k

Discount:
£-88k (-23.0%)

Corrected Fees

£295k

Scope Change:
£0k (0.0%)

Written Hours

£327k

Unrealised:
£32k (10.8%)

Revenue Assigned

£344k

Leakage:
£17k (5.2%)

Invoiced

£328k

Billing:
£-16k (-4.6%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £124k £96k £96k £95k £130k £122k
2024 £259k £199k £199k £232k £214k £206k
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)		 £124k £-28k
(-22.7%) 		£0k
(0.0%) 		£-1k
(-1.0%) 		£35k
(36.6%) 		£-7k
(-5.7%)
2024 £259k £-60k
(-23.2%) 		£0k
(0.0%) 		£33k
(16.5%) 		£-18k
(-7.7%) 		£-8k
(-4.0%)
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 £24k £21k £22k £23k £23k £11k - - - - - - £124k
Planned £19k £16k £17k £18k £18k £8k - - - - - - £96k
Corrected £19k £16k £17k £18k £18k £8k - - - - - - £96k
Written £25k £15k £17k £22k £16k - - - - - - - £95k
Revenue £59k £16k £17k £25k £13k - - - - - - - £130k
Invoiced £35k £18k £18k £18k £35k - - - - - - - £122k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £9k £8k £30k £24k £25k £22k £25k £24k £23k £25k £20k £23k £259k
Planned £7k £7k £23k £18k £19k £17k £19k £18k £18k £19k £16k £18k £199k
Corrected £7k £7k £23k £18k £19k £17k £19k £18k £18k £19k £16k £18k £199k
Written £7k £11k £15k £22k £18k £27k £26k £21k £29k £23k £15k £18k £232k
Revenue £7k £11k £1k £36k £18k £27k £26k £21k £29k £23k £15k - £214k
Invoiced £7k £7k £11k £14k - - £67k £26k £21k £29k £23k - £206k
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
VER1503 VER1503-1 15686 NL Director No 2023-07-11 2024-03-30 6% 287.50 230.00 96.00 194.00
VER1503 VER1503-2 15341 NL Manager No 2023-07-11 2024-03-30 14% 225.00 180.00 208.00 295.00
VER1846 VER1846-1 15686 NL Partner No 2024-03-04 2024-11-01 6% 397.50 230.00 80.00 105.00
VER1846 VER1846-2 15341 NL Manager No 2024-03-04 2024-11-01 21% 235.00 188.00 288.00 369.00
VER1846 VER1846-3 15382 NL Senior Consultant No 2024-03-05 2024-11-01 32% 205.00 164.00 448.00 530.00
VER2327 VER2327-3 15382 NL Senior Consultant No 2024-11-01 2025-06-14 37% 205.00 164.00 480.00 480.00
VER2327 VER2327-1 15686 NL Partner No 2024-11-06 2025-06-14 4% 397.50 230.00 51.00 50.00
VER2327 VER2327-2 15341 NL Manager No 2024-11-13 2025-06-14 17% 235.00 188.00 204.00 201.00
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
VER2327 15382
68.57
91.00
-22.43
59.63
46.00
13.63
62.61
67.00
-4.39
65.59
80.00
-14.41
65.59
67.00
-1.41
29.81
0.00
29.81
 - - - - - -
351.80
351.00
0.80
VER2327 15686
7.42
10.00
-2.58
6.46
8.00
-1.54
6.78
10.00
-3.22
7.10
6.00
1.10
7.10
0.00
7.10
3.23
0.00
3.23
 - - - - - -
38.09
34.00
4.09
VER2327 15341
30.67
40.00
-9.33
26.67
32.00
-5.33
28.00
22.00
6.00
29.33
38.00
-8.67
29.34
26.00
3.34
13.33
0.00
13.33
 - - - - - -
157.34
158.00
-0.66