Client Analysis

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Client Metadata

Account ID

1003561

Account Name

1003561
Associated Projects
Project ID Project Name
VER1084 VER1084
VER1635 VER1635
VER2217 VER2217
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 28.86h, Written: 10.00h, Difference: 18.86h (35%)

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

£177k

 

Planned Fees

£124k

Discount:
£-53k (-30.2%)

Corrected Fees

£133k

Scope Change:
£9k (7.2%)

Written Hours

£123k

Unrealised:
£-10k (-7.2%)

Revenue Assigned

£118k

Leakage:
£-5k (-3.9%)

Invoiced

£109k

Billing:
£-9k (-8.0%)

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)		 £15k £11k £11k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £47k £33k £33k £30k £21k £24k
2024 £130k £90k £99k £93k £97k £85k
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)		 £15k £-4k
(-28.6%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £47k £-14k
(-29.1%) 		£-0k
(-0.1%) 		£-4k
(-10.5%) 		£-9k
(-28.5%) 		£3k
(13.6%)
2024 £130k £-40k
(-30.5%) 		£9k
(9.9%) 		£-6k
(-6.1%) 		£4k
(4.0%) 		£-12k
(-12.7%)
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 £4k £6k £7k £8k £8k £7k £8k £7k £8k £0k - - £62k
Planned £3k £4k £5k £5k £5k £5k £6k £5k £5k £0k - - £44k
Corrected £3k £4k £5k £5k £5k £5k £6k £5k £5k £0k - - £44k
Written £2k £4k £5k £2k £8k £8k £0k - - - - - £30k
Revenue £2k £4k £5k £2k £8k - - - - - - - £21k
Invoiced £3k - - £11k - £10k - - - - - - £24k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £11k £12k £13k £13k £14k £13k £16k £15k £6k £6k £5k £5k £130k
Planned £7k £8k £8k £9k £9k £9k £11k £10k £5k £5k £4k £4k £90k
Corrected £9k £10k £10k £11k £11k £10k £11k £11k £5k £4k £3k £4k £99k
Written £10k £7k £8k £13k £11k £9k £9k £6k £2k £2k £4k £11k £93k
Revenue £11k £9k £7k £13k £10k £10k £8k £8k £2k £2k £4k £12k £97k
Invoiced - £15k £15k £7k £13k £11k £7k £8k £4k - £1k £3k £85k
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
VER1084 VER1084-8 7000015 N/A N/A No 2022-10-03 2024-08-31 0% 180.00 180.00 16.00 8.75
VER1084 VER1084-9 7000016 N/A N/A No 2022-10-03 2024-08-31 1% 180.00 180.00 40.00 28.00
VER1084 VER1084-31 15478 GB Manager No 2022-10-03 2024-11-01 1% 267.44 176.25 24.00 24.00
VER1084 VER1084-17 15243 GB Director No 2023-01-02 2023-12-30 11% 305.23 187.50 227.50 227.50
VER1084 VER1084-18 15478 GB Senior Consultant No 2023-01-02 2023-12-30 25% 229.65 148.12 515.00 517.50
VER1084 VER1084-23 108 NL Director No 2024-01-02 2024-10-01 2% 305.00 228.75 28.00 0.00
VER1084 VER1084-26 15473 IN Business Associate No 2024-01-02 2024-10-01 1% 153.75 153.75 16.65 8.25
VER1084 VER1084-24 15243 GB Director No 2024-01-08 2024-10-01 5% 325.58 196.88 78.50 81.00
VER1084 VER1084-25 15478 GB Manager No 2024-01-08 2024-08-31 19% 267.44 153.75 252.50 252.50
VER1084 VER1084-30 15533 ZA Manager No 2024-02-26 2024-10-01 3% 142.50 153.75 36.00 31.00
VER1635 VER1635-4 15246 BE Manager No 2024-01-04 2025-01-01 5% 235.00 201.22 96.00 96.00
VER1635 VER1635-3 15571 NL Business Associate No 2024-06-12 2025-01-01 0% 223.58 223.58 2.00 2.00
VER2217 VER2217-1 15243 GB Director No 2024-10-01 2025-01-01 1% 325.58 228.75 7.00 7.00
VER2217 VER2217-2 15478 GB Manager No 2024-10-01 2025-01-01 4% 267.44 182.00 21.00 21.00
VER2217 VER2217-3 15533 ZA Manager No 2024-10-01 2025-01-01 0% 142.50 132.00 1.00 1.00
VER2217 VER2217-5 15243 GB Director No 2025-01-08 2025-10-01 2% 343.75 234.38 27.00 27.00
VER2217 VER2217-6 15478 GB Manager No 2025-01-17 2025-10-01 11% 278.27 190.00 163.00 116.00
VER2217 VER2217-8 7000015 N/A N/A No 2025-02-20 2025-10-01 2% 198.00 198.00 20.00 1.00
VER2217 VER2217-7 15533 ZA Manager No 2025-03-14 2025-10-01 2% 153.13 124.00 23.00 11.00
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
VER1635 15246
0.37
0.00
0.37
 - - - - - - - - - - -
0.37
0.00
0.37
VER1635 15571
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER2217 15243
0.10
0.00
0.10
 - - - - - - - - - - -
0.10
0.00
0.10
VER2217 15478
0.31
0.00
0.31
 - - - - - - - - - - -
0.31
0.00
0.31
VER2217 15533
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER2217 15243
2.54
4.00
-1.46
2.83
6.00
-3.17
2.97
5.00
-2.03
3.11
3.00
0.11
3.11
5.00
-1.89
2.97
3.00
-0.03
3.25
1.00
2.25
2.97
0.00
2.97
3.11
0.00
3.11
0.14
0.00
0.14
 - -
27.00
27.00
0.00
VER2217 15478
9.74
6.00
3.74
17.72
13.00
4.72
18.60
20.00
-1.40
19.49
4.00
15.49
19.49
34.00
-14.51
18.60
39.00
-20.40
20.38
0.00
20.38
18.60
0.00
18.60
19.49
0.00
19.49
0.89
0.00
0.89
 - -
163.00
116.00
47.00
VER2217 7000015 -
0.88
1.00
-0.12
2.62
0.00
2.62
2.75
0.00
2.75
2.75
0.00
2.75
2.62
0.00
2.62
2.88
0.00
2.88
2.62
0.00
2.62
2.75
0.00
2.75
0.13
0.00
0.13
 - -
20.00
1.00
19.00
VER2217 15533 - -
1.92
2.00
-0.08
3.51
3.00
0.51
3.51
5.00
-1.49
3.36
1.00
2.36
3.67
0.00
3.67
3.36
0.00
3.36
3.51
0.00
3.51
0.16
0.00
0.16
 - -
23.00
11.00
12.00