Client Analysis

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Client Metadata

Account ID

1003596

Account Name

1003596
Associated Projects
Project ID Project Name
VER1820 VER1820
VER2375 VER2375
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 28.96h, Written: 4.50h, Difference: 24.46h (16%)

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

£50k

 

Planned Fees

£45k

Discount:
£-5k (-9.5%)

Corrected Fees

£37k

Scope Change:
£-8k (-16.9%)

Written Hours

£25k

Unrealised:
£-12k (-31.7%)

Revenue Assigned

£25k

Leakage:
£-0k (0.0%)

Invoiced

£25k

Billing:
£0k (0.0%)

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)		 £27k £25k £25k £20k £20k £20k
2024 £22k £20k £12k £6k £6k £6k
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)		 £27k £-2k
(-7.5%) 		£0k
(0.0%) 		£-5k
(-21.2%) 		£0k
(0.0%) 		£0k
(0.0%)
2024 £22k £-3k
(-12.0%) 		£-8k
(-38.7%) 		£-6k
(-53.9%) 		£-0k
(0.0%) 		£0k
(0.0%)
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 £5k £7k £7k £8k £0k - - - - - - - £27k
Planned £5k £6k £7k £7k £0k - - - - - - - £25k
Corrected £5k £6k £7k £7k £0k - - - - - - - £25k
Written £4k £8k £7k £1k - - - - - - - - £20k
Revenue - £11k £7k £1k £0k - - - - - - - £20k
Invoiced - - £12k £6k £2k - - - - - - - £20k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - £1k £3k £3k £3k £3k £3k £3k £3k £3k - £22k
Planned - - £0k £2k £3k £2k £3k £2k £2k £3k £2k - £20k
Corrected - - £0k £1k £2k £1k £2k £1k £1k £2k £1k - £12k
Written - - £1k £4k £0k - £0k £0k - - - - £6k
Revenue - - - £5k £0k - £0k £0k £0k £-0k - - £6k
Invoiced - - - £1k £4k - - - - - £1k - £6k
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
VER1820 VER1820-1 15299 GB Senior Manager No 2024-03-01 2024-11-30 1% 290.70 236.25 8.00 6.50
VER1820 VER1820-3 7000015 N/A N/A No 2024-03-01 2024-11-30 1% 211.50 211.50 8.00 0.00
VER1820 VER1820-5 15473 IN Business Associate No 2024-03-28 2024-11-30 3% 211.50 211.50 36.00 18.00
VER1820 VER1820-2 15667 GB Manager No 2024-04-04 2024-11-30 0% 267.44 211.50 4.00 1.00
VER2375 VER2375-1 15667 GB Manager No 2025-01-13 2025-05-01 1% 278.27 243.00 5.50 5.50
VER2375 VER2375-3 15299 GB Senior Manager No 2025-01-13 2025-05-01 1% 306.55 243.00 8.00 6.00
VER2375 VER2375-6 7000015 N/A N/A No 2025-01-13 2025-05-01 1% 243.00 243.00 8.00 6.00
VER2375 VER2375-2 15473 IN Business Associate No 2025-01-13 2025-05-01 13% 243.00 243.00 82.50 64.50
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
VER2375 15667
1.04
3.00
-1.96
1.39
2.50
-1.11
1.47
0.00
1.47
1.53
0.00
1.53
0.07
0.00
0.07
 - - - - - - -
5.50
5.50
0.00
VER2375 15299
1.52
3.50
-1.98
2.02
2.50
-0.48
2.13
0.00
2.13
2.23
0.00
2.23
0.10
0.00
0.10
 - - - - - - -
8.00
6.00
2.00
VER2375 7000015
1.52
0.00
1.52
2.02
4.00
-1.98
2.13
2.00
0.13
2.23
0.00
2.23
0.10
0.00
0.10
 - - - - - - -
8.00
6.00
2.00
VER2375 15473
15.66
8.00
7.66
20.89
25.50
-4.61
21.93
26.50
-4.57
22.97
4.50
18.47
1.05
0.00
1.05
 - - - - - - -
82.50
64.50
18.00