Client Analysis

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Client Metadata

Account ID

1003554

Account Name

1003554
Associated Projects
Project ID Project Name
VER1123 VER1123
VER1670 VER1670
VER2183 VER2183
VER2497 VER2497
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 87.81h, Written: 115.50h, Difference: -27.69h (132%)

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

£379k

 

Planned Fees

£308k

Discount:
£-71k (-18.8%)

Corrected Fees

£323k

Scope Change:
£15k (4.8%)

Written Hours

£226k

Unrealised:
£-97k (-30.0%)

Revenue Assigned

£201k

Leakage:
£-24k (-10.8%)

Invoiced

£227k

Billing:
£26k (12.7%)

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)		 £32k £27k £25k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £125k £106k £102k £69k £53k £95k
2024 £254k £202k £221k £156k £148k £132k
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)		 £32k £-5k
(-14.7%) 		£-2k
(-8.5%) 		- - -
2025 (Actual)
(Up to July 2025)		 £125k £-19k
(-15.5%) 		£-4k
(-3.4%) 		£-33k
(-31.9%) 		£-16k
(-23.0%) 		£42k
(78.0%)
2024 £254k £-52k
(-20.4%) 		£18k
(9.2%) 		£-64k
(-29.2%) 		£-8k
(-5.4%) 		£-16k
(-10.9%)
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 £26k £7k £8k £19k £22k £20k £22k £6k £7k £7k £6k £7k £157k
Planned £21k £6k £6k £16k £19k £18k £19k £5k £6k £6k £5k £6k £133k
Corrected £21k £5k £6k £16k £18k £17k £19k £5k £5k £5k £5k £5k £127k
Written £14k £2k £5k £22k £13k £12k £2k - - - - - £69k
Revenue £14k £4k £2k £22k £12k - - - - - - - £53k
Invoiced £44k - £5k - £35k £11k - - - - - - £95k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £80k £61k £5k £5k £7k £6k £7k £8k £8k £19k £23k £25k £254k
Planned £61k £47k £4k £5k £6k £5k £6k £6k £6k £16k £20k £21k £202k
Corrected £77k £58k £3k £4k £5k £4k £5k £6k £6k £15k £19k £20k £221k
Written £40k £40k £4k £3k £2k £2k £8k £5k £2k £12k £24k £15k £156k
Revenue £35k £39k £3k £3k £2k £1k £9k £5k £1k £2k £33k £13k £148k
Invoiced £48k £33k - £10k £5k - £10k £5k - - £15k £5k £132k
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
VER1123 VER1123-7 15124 NL Partner No 2023-02-20 2024-02-24 4% 375.00 280.00 79.00 75.00
VER1123 VER1123-10 15604 GB Director No 2023-02-20 2024-02-24 50% 305.23 190.00 1068.00 1061.00
VER1123 VER1123-8 15603 ZA Senior Manager No 2023-02-20 2024-02-24 21% 162.50 170.00 447.00 445.00
VER1123 VER1123-11 15637 JP Senior Manager No 2023-02-20 2024-02-24 56% 238.84 170.00 1186.00 1186.00
VER1123 VER1123-14 15466 PL Senior Consultant No 2023-02-20 2024-02-24 38% 145.00 145.00 796.00 792.00
VER1123 VER1123-15 15229 NL Manager No 2023-03-01 2024-02-01 2% 225.00 170.00 40.00 40.00
VER1123 VER1123-17 15547 ZA Senior Consultant No 2023-10-02 2024-02-24 18% 110.00 183.04 153.50 148.00
VER1123 VER1123-16 15692 US Manager No 2023-10-02 2024-02-24 35% 325.00 170.00 291.00 288.00
VER1123 VER1123-18 15718 ZA Interim No 2024-01-02 2024-02-24 13% 151.59 151.59 40.00 40.00
VER1670 VER1670-5 15637 JP Senior Manager No 2024-01-15 2026-01-15 2% 224.52 212.98 68.00 49.50
VER1670 VER1670-2 15296 GB Senior Manager No 2024-01-15 2026-01-15 2% 290.70 212.98 100.00 53.00
VER1670 VER1670-6 15692 IN Manager No 2024-01-15 2026-01-15 0% 235.00 189.10 20.00 0.00
VER1670 VER1670-7 15466 GB Manager No 2024-01-15 2026-01-15 1% 267.44 163.22 50.00 0.00
VER1670 VER1670-3 15710 ZA Senior Consultant No 2024-01-15 2026-01-15 2% 115.00 163.22 100.00 27.00
VER1670 VER1670-8 15651 BE Consultant No 2024-01-15 2026-01-15 3% 172.50 135.35 138.00 54.50
VER1670 VER1670-4 15604 US Director No 2024-04-30 2025-05-17 2% 398.58 246.82 46.00 46.00
VER1670 VER1670-9 15873 IN Manager No 2024-08-01 2026-01-15 4% 235.00 189.10 136.00 72.00
VER1670 VER1670-10 16119 US Director No 2025-05-19 2026-01-15 0% 390.63 242.19 4.00 0.00
VER2183 VER2183-5 15604 US Director No 2024-10-14 2025-02-01 5% 398.58 262.74 32.00 32.00
VER2183 VER2183-1 15411 JP Director No 2024-10-14 2025-02-01 10% 262.74 262.74 64.00 64.00
VER2183 VER2183-2 15582 NL Senior Consultant No 2024-10-14 2025-02-01 24% 205.00 171.18 152.00 152.00
VER2497 VER2497-1 15411 JP Director No 2025-04-08 2025-07-31 6% 264.06 264.06 42.00 39.50
VER2497 VER2497-2 15841 JP Manager No 2025-04-08 2025-07-31 11% 201.56 201.56 70.00 58.50
VER2497 VER2497-3 15582 NL Senior Consultant No 2025-04-08 2025-07-31 25% 210.00 144.53 162.70 137.50
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
VER1670 15637
2.99
0.00
2.99
2.59
0.00
2.59
2.72
0.00
2.72
2.86
0.00
2.86
2.86
0.00
2.86
2.73
0.00
2.73
2.99
0.00
2.99
2.73
0.00
2.73
2.86
0.00
2.86
2.99
0.00
2.99
2.60
0.00
2.60
2.99
0.00
2.99
33.91
0.00
33.91
VER1670 15296
4.40
3.50
0.90
3.82
0.00
3.82
4.00
0.00
4.00
4.20
0.00
4.20
4.20
1.00
3.20
4.00
2.00
2.00
4.40
0.00
4.40
4.00
0.00
4.00
4.20
0.00
4.20
4.40
0.00
4.40
3.82
0.00
3.82
4.38
0.00
4.38
49.82
6.50
43.32
VER1670 15692
0.88
0.00
0.88
0.77
0.00
0.77
0.80
0.00
0.80
0.84
0.00
0.84
0.84
0.00
0.84
0.79
0.00
0.79
0.88
0.00
0.88
0.80
0.00
0.80
0.84
0.00
0.84
0.87
0.00
0.87
0.76
0.00
0.76
0.88
0.00
0.88
9.95
0.00
9.95
VER1670 15466
2.20
0.00
2.20
1.91
0.00
1.91
2.00
0.00
2.00
2.10
0.00
2.10
2.10
0.00
2.10
2.00
0.00
2.00
2.20
0.00
2.20
2.00
0.00
2.00
2.10
0.00
2.10
2.20
0.00
2.20
1.91
0.00
1.91
2.19
0.00
2.19
24.91
0.00
24.91
VER1670 15710
4.39
0.00
4.39
3.82
0.00
3.82
4.01
0.00
4.01
4.20
0.00
4.20
4.20
0.00
4.20
4.00
0.00
4.00
4.39
0.00
4.39
4.00
0.00
4.00
4.20
0.00
4.20
4.38
0.00
4.38
3.81
0.00
3.81
4.39
0.00
4.39
49.79
0.00
49.79
VER1670 15651
6.06
2.00
4.06
5.27
5.00
0.27
5.53
6.00
-0.47
5.79
1.00
4.79
5.79
2.00
3.79
5.53
0.00
5.53
6.06
1.00
5.06
5.53
0.00
5.53
5.80
0.00
5.80
6.06
0.00
6.06
5.27
0.00
5.27
6.05
0.00
6.05
68.74
17.00
51.74
VER1670 15604
3.87
6.00
-2.13
3.36
4.00
-0.64
3.52
2.00
1.52
3.70
0.00
3.70
2.02
0.00
2.02
 - - - - - - -
16.47
12.00
4.47
VER1670 15873
8.21
0.00
8.21
7.14
0.00
7.14
7.50
18.00
-10.50
7.85
8.00
-0.15
7.85
6.00
1.85
7.50
6.00
1.50
8.21
4.00
4.21
7.50
0.00
7.50
7.85
0.00
7.85
8.21
0.00
8.21
7.14
0.00
7.14
8.20
0.00
8.20
93.16
42.00
51.16
VER1670 16119 - - - -
0.23
0.00
0.23
0.48
0.00
0.48
0.53
0.00
0.53
0.48
0.00
0.48
0.51
0.00
0.51
0.53
0.00
0.53
0.46
0.00
0.46
0.53
0.00
0.53
3.75
0.00
3.75
VER2183 15604
9.20
21.00
-11.80
 - - - - - - - - - - -
9.20
21.00
-11.80
VER2183 15411
18.40
15.00
3.40
 - - - - - - - - - - -
18.40
15.00
3.40
VER2183 15582
43.70
11.00
32.70
 - - - - - - - - - - -
43.70
11.00
32.70
VER2497 15411 - - -
8.60
25.00
-16.40
11.13
10.00
1.13
10.63
4.50
6.13
11.64
0.00
11.64
 - - - - -
42.00
39.50
2.50
VER2497 15841 - - -
14.34
29.00
-14.66
18.56
22.00
-3.44
17.71
7.00
10.71
19.39
0.50
18.89
 - - - - -
70.00
58.50
11.50
VER2497 15582 - - -
33.33
52.50
-19.17
43.13
29.00
14.13
41.16
56.00
-14.84
45.08
10.00
35.08
 - - - - -
162.70
147.50
15.20