Client Analysis

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Client Metadata

Account ID

1003861

Account Name

1003861
Associated Projects
Project ID Project Name
VER1727 VER1727
VER2518 VER2518
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.43h, Written: 12.50h, Difference: -4.07h (148%)

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

£32k

 

Planned Fees

£30k

Discount:
£-2k (-5.7%)

Corrected Fees

£30k

Scope Change:
£0k (0.0%)

Written Hours

£31k

Unrealised:
£1k (2.1%)

Revenue Assigned

£26k

Leakage:
£-6k (-18.0%)

Invoiced

£26k

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)		 £11k £10k £10k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £15k £15k £15k £13k £7k £8k
2024 £17k £16k £16k £18k £18k £17k
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
(-2.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £15k £-0k
(-2.1%) 		£0k
(0.0%) 		£-2k
(-12.0%) 		£-6k
(-43.5%) 		£1k
(15.8%)
2024 £17k £-2k
(-8.7%) 		£0k
(0.0%) 		£2k
(15.1%) 		£0k
(0.0%) 		£-1k
(-6.3%)
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 £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £26k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £25k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £25k
Written - - - £3k £4k £6k - - - - - - £13k
Revenue - - - £3k £4k - - - - - - - £7k
Invoiced £1k - - - £3k £4k - - - - - - £8k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £2k £2k £2k £2k £17k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £2k £2k £2k £2k £16k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £2k £2k £2k £2k £16k
Written - £2k £1k - - £3k - £3k £5k £3k £1k £1k £18k
Revenue - £2k £1k - - £3k - £3k £5k £3k £1k £1k £18k
Invoiced - - £2k £1k - - - £3k - - - £12k £17k
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
VER1727 VER1727-2 128 NL Partner No 2024-01-02 2025-01-01 1% 397.50 321.50 12.00 26.50
VER1727 VER1727-1 15292 NL Manager No 2024-01-02 2025-01-01 2% 235.00 222.00 40.00 37.50
VER1727 VER1727-5 15659 NL Senior Consultant No 2024-09-02 2025-01-01 2% 205.00 200.00 16.00 7.00
VER2518 VER2518-2 128 NL Director No 2025-01-02 2026-01-01 1% 312.50 333.50 20.00 13.00
VER2518 VER2518-1 15292 NL Manager No 2025-01-02 2026-01-01 4% 242.50 230.50 80.00 37.00
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
VER1727 128
0.05
0.00
0.05
 - - - - - - - - - - -
0.05
0.00
0.05
VER1727 15292
0.15
0.00
0.15
 - - - - - - - - - - -
0.15
0.00
0.15
VER1727 15659
0.18
0.00
0.18
 - - - - - - - - - - -
0.18
0.00
0.18
VER2518 128
1.69
0.00
1.69
1.53
0.00
1.53
1.61
0.00
1.61
1.69
4.00
-2.31
1.68
0.50
1.18
1.61
8.50
-6.89
1.76
0.00
1.76
1.61
0.00
1.61
1.69
0.00
1.69
1.76
0.00
1.76
1.53
0.00
1.53
1.76
0.00
1.76
19.92
13.00
6.92
VER2518 15292
6.74
0.00
6.74
6.13
0.00
6.13
6.44
0.00
6.44
6.74
8.50
-1.76
6.74
16.50
-9.76
6.44
12.00
-5.56
7.05
0.00
7.05
6.44
0.00
6.44
6.74
0.00
6.74
7.05
0.00
7.05
6.13
0.00
6.13
7.05
0.00
7.05
79.69
37.00
42.69