Client Analysis

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Client Metadata

Account ID

1003623

Account Name

1003623
Associated Projects
Project ID Project Name
VER1604 VER1604
VER1812 VER1812
VER2234 VER2234
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 61.44h, Written: 70.00h, Difference: -8.56h (114%)

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

£291k

 

Planned Fees

£233k

Discount:
£-57k (-19.7%)

Corrected Fees

£234k

Scope Change:
£0k (0.1%)

Written Hours

£225k

Unrealised:
£-8k (-3.6%)

Revenue Assigned

£225k

Leakage:
£0k (0.0%)

Invoiced

£222k

Billing:
£-3k (-1.5%)

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)		 £85k £59k £59k £44k £85k £74k
2024 £205k £174k £175k £182k £140k £148k
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)		 £85k £-26k
(-30.9%) 		£0k
(0.0%) 		£-15k
(-25.6%) 		£42k
(94.8%) 		£-11k
(-13.3%)
2024 £205k £-31k
(-15.1%) 		£0k
(0.2%) 		£7k
(3.9%) 		£-42k
(-22.9%) 		£8k
(5.6%)
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 £15k £13k £14k £14k £14k £14k £1k - - - - - £85k
Planned £10k £9k £10k £10k £10k £10k £0k - - - - - £59k
Corrected £10k £9k £10k £10k £10k £10k £0k - - - - - £59k
Written £12k £10k £10k £11k - - - - - - - - £44k
Revenue £53k £10k £10k £11k - - - - - - - - £85k
Invoiced - - £53k - - £21k - - - - - - £74k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £30k £27k £23k £24k £25k £22k £25k £4k - - £11k £14k £205k
Planned £27k £24k £20k £21k £22k £19k £22k £4k - - £8k £10k £174k
Corrected £27k £23k £20k £21k £22k £19k £22k £4k - - £8k £10k £175k
Written £29k £27k £20k £25k £21k £17k £1k - - - £16k £26k £182k
Revenue £29k £27k £20k £25k £21k £17k £1k - - - - - £140k
Invoiced £25k £29k £10k £20k £25k £21k £17k £1k - - - - £148k
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
VER1604 VER1604-1 15239 NL Manager No 2023-11-20 2024-02-20 72% 225.00 202.50 384.00 351.00
VER1812 VER1812-1 15239 NL Manager No 2024-02-20 2024-08-06 53% 235.00 202.50 510.00 424.00
VER1812 VER1812-2 15074 SE Senior Manager No 2024-03-06 2024-08-06 5% 264.24 225.00 48.00 35.00
VER2234 VER2234-1 15199 NL Manager No 2024-11-07 2025-07-01 35% 235.00 162.50 472.00 526.00
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
VER2234 15199
64.24
72.00
-7.76
55.86
64.00
-8.14
58.65
64.00
-5.35
61.44
70.00
-8.56
61.44
0.00
61.44
58.66
0.00
58.66
2.79
0.00
2.79
 - - - - -
363.08
270.00
93.08