Client Analysis

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Client Metadata

Account ID

1003743

Account Name

1003743
Associated Projects
Project ID Project Name
VER2153 VER2153
VER2489 VER2489
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 100.02h, Written: 95.50h, Difference: 4.52h (95%)

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

£242k

 

Planned Fees

£239k

Discount:
£-3k (-1.1%)

Corrected Fees

£239k

Scope Change:
£-1k (-0.3%)

Written Hours

£214k

Unrealised:
£-25k (-10.6%)

Revenue Assigned

£192k

Leakage:
£-21k (-9.9%)

Invoiced

£160k

Billing:
£-33k (-17.0%)

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)		 £11k £10k £10k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £169k £167k £167k £124k £103k £91k
2024 £73k £73k £72k £89k £89k £69k
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)		 £11k £-0k
(-1.8%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £169k £-2k
(-1.4%) 		£-0k
(-0.2%) 		£-42k
(-25.5%) 		£-21k
(-16.6%) 		£-12k
(-11.9%)
2024 £73k £-0k
(-0.5%) 		£-0k
(-0.5%) 		£17k
(23.8%) 		£-0k
(-0.5%) 		£-21k
(-23.0%)
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 £30k £26k £27k £23k £21k £20k £22k £11k - - - - £180k
Planned £29k £26k £27k £22k £21k £20k £22k £10k - - - - £177k
Corrected £29k £26k £27k £22k £21k £20k £22k £10k - - - - £177k
Written £31k £26k £6k £22k £21k £17k £1k - - - - - £124k
Revenue £30k £26k £7k £21k £21k - - - - - - - £103k
Invoiced £21k £30k - - £21k £21k - - - - - - £91k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - - - - - - £21k £25k £27k £73k
Planned - - - - - - - - - £21k £25k £27k £73k
Corrected - - - - - - - - - £21k £25k £27k £72k
Written - - - - - - - - - £39k £30k £21k £89k
Revenue - - - - - - - - - - £69k £21k £89k
Invoiced - - - - - - - - - - - £69k £69k
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
VER2153 VER2153-1 15778 SE Director No 2024-10-01 2025-04-01 3% 307.38 268.75 35.00 35.00
VER2153 VER2153-3 15473 IN Business Associate No 2024-10-02 2025-04-01 21% 218.75 218.75 221.00 221.00
VER2153 VER2153-4 15382 NL Senior Consultant No 2024-10-02 2025-04-01 29% 205.00 218.75 298.00 298.00
VER2153 VER2153-2 108 NL Director No 2024-10-23 2025-04-01 2% 305.00 0.00 16.00 12.50
VER2153 VER2153-8 15232 NL Manager No 2024-11-04 2025-04-01 13% 235.00 243.75 110.00 110.00
VER2153 VER2153-5 7000015 N/A N/A No 2024-12-27 2025-04-01 5% 218.75 218.75 25.00 12.50
VER2489 VER2489-2 15232 NL Manager No 2025-04-01 2025-08-16 12% 242.50 250.00 96.00 58.00
VER2489 VER2489-4 15473 IN Business Associate No 2025-04-01 2025-08-16 15% 225.00 225.00 120.00 90.50
VER2489 VER2489-3 15382 NL Senior Consultant No 2025-04-01 2025-08-16 21% 210.00 225.00 168.00 109.00
VER2489 VER2489-5 7000015 N/A N/A No 2025-04-01 2025-08-16 3% 218.75 218.75 24.00 0.00
VER2489 VER2489-1 108 NL Director No 2025-04-01 2025-08-16 2% 312.50 0.00 16.00 0.00
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
VER2153 15778
6.14
0.00
6.14
5.34
0.00
5.34
5.61
0.00
5.61
0.27
0.00
0.27
 - - - - - - - -
17.36
0.00
17.36
VER2153 15473
39.10
44.50
-5.40
34.00
44.50
-10.50
35.70
15.50
20.20
1.70
0.00
1.70
 - - - - - - - -
110.50
104.50
6.00
VER2153 15382
52.72
56.00
-3.28
45.85
51.00
-5.15
48.14
6.00
42.14
2.29
0.00
2.29
 - - - - - - - -
149.00
113.00
36.00
VER2153 108
3.20
0.00
3.20
2.79
0.00
2.79
2.92
0.00
2.92
0.14
0.00
0.14
 - - - - - - - -
9.05
0.00
9.05
VER2153 15232
23.64
31.00
-7.36
20.56
22.00
-1.44
21.59
1.00
20.59
1.03
0.00
1.03
 - - - - - - - -
66.82
54.00
12.82
VER2153 7000015
8.46
5.25
3.21
7.35
0.00
7.35
7.72
5.25
2.47
0.37
0.00
0.37
 - - - - - - - -
23.90
10.50
13.40
VER2489 15232 - - -
21.33
15.00
6.33
21.33
25.00
-3.67
20.37
14.00
6.37
22.30
4.00
18.30
10.67
0.00
10.67
 - - - -
96.00
58.00
38.00
VER2489 15473 - - -
26.67
31.00
-4.33
26.67
28.50
-1.83
25.45
31.00
-5.55
27.88
0.00
27.88
13.33
0.00
13.33
 - - - -
120.00
90.50
29.50
VER2489 15382 - - -
37.33
44.00
-6.67
37.33
35.00
2.33
35.64
30.00
5.64
39.03
0.00
39.03
18.67
0.00
18.67
 - - - -
168.00
109.00
59.00
VER2489 7000015 - - -
5.33
5.50
-0.17
5.33
2.25
3.08
5.09
0.00
5.09
5.58
0.00
5.58
2.67
0.00
2.67
 - - - -
24.00
7.75
16.25
VER2489 108 - - -
3.56
0.00
3.56
3.55
0.00
3.55
3.39
0.00
3.39
3.72
0.00
3.72
1.78
0.00
1.78
 - - - -
16.00
0.00
16.00