Client Analysis

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Client Metadata

Account ID

1003902

Account Name

1003902
Associated Projects
Project ID Project Name
VER1217 VER1217
VER2027 VER2027
VER2179 VER2179
VER2191 VER2191
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 19.40h, Written: 3.00h, Difference: 16.40h (15%)

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

£296k

 

Planned Fees

£274k

Discount:
£-22k (-7.3%)

Corrected Fees

£125k

Scope Change:
£-149k (-54.4%)

Written Hours

£15k

Unrealised:
£-111k (-88.3%)

Revenue Assigned

£16k

Leakage:
£1k (6.4%)

Invoiced

£41k

Billing:
£25k (162.5%)

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)		 £74k £65k £18k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £90k £82k £19k £5k £1k £20k
2024 £206k £193k £106k £10k £15k £21k
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)		 £74k £-8k
(-11.4%) 		£-47k
(-72.6%) 		- - -
2025 (Actual)
(Up to July 2025)		 £90k £-8k
(-9.3%) 		£-62k
(-76.2%) 		£-14k
(-73.6%) 		£-5k
(-88.9%) 		£19k
(3416.3%)
2024 £206k £-13k
(-6.4%) 		£-87k
(-45.1%) 		£-96k
(-91.0%) 		£5k
(57.5%) 		£6k
(39.9%)
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 £11k £10k £10k £15k £15k £14k £16k £14k £15k £16k £14k £16k £164k
Planned £10k £9k £10k £13k £13k £13k £14k £13k £13k £14k £12k £14k £147k
Corrected £2k £2k £2k £4k £4k £3k £4k £3k £4k £4k £3k £4k £37k
Written £1k £0k £1k £1k £2k £0k - - - - - - £5k
Revenue £1k £1k £2k £-6k £3k - - - - - - - £1k
Invoiced £3k £3k £3k £3k £3k £3k - - - - - - £20k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £4k £3k £3k - - £16k £24k £29k £28k £33k £54k £11k £206k
Planned £4k £4k £4k - - £13k £21k £26k £25k £29k £57k £10k £193k
Corrected £5k £4k £4k - - £9k £14k £16k £16k £16k £20k £2k £106k
Written £4k - - - - - £1k £1k £1k £1k £1k £1k £10k
Revenue £3k £0k £0k - - - - - - £4k £6k £2k £15k
Invoiced - - - - - - - - - - £18k £4k £21k
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
VER1217 VER1217-4 15205 NL Director No 2023-02-13 2024-03-30 1% 287.50 306.25 32.00 26.00
VER1217 VER1217-7 15404 SE Senior Consultant No 2023-02-13 2024-03-30 1% 268.75 268.75 16.00 16.00
VER1217 VER1217-6 15405 NL Senior Consultant No 2023-02-13 2024-03-30 3% 197.50 268.75 72.00 57.00
VER1217 VER1217-5 15404 SE Senior Consultant No 2023-02-13 2024-03-30 4% 268.75 268.75 96.00 96.00
VER2027 VER2027-2 15296 GB Senior Manager No 2024-06-03 2026-05-30 0% 290.70 263.21 0.00 0.00
VER2027 VER2027-3 15404 SE Manager No 2024-06-03 2026-05-30 0% 237.27 263.21 0.00 0.00
VER2027 VER2027-4 15710 ZA Senior Consultant No 2024-10-01 2026-05-30 0% 115.00 155.66 0.00 0.00
VER2027 VER2027-5 15873 IN Manager No 2024-10-01 2026-05-30 0% 235.00 155.66 0.00 0.00
VER2179 VER2179-6 15404 SE Manager No 2024-06-03 2024-11-01 0% 237.27 263.21 3.00 0.00
VER2179 VER2179-4 15710 ZA Senior Consultant No 2024-06-03 2024-11-01 11% 115.00 155.66 100.00 0.00
VER2179 VER2179-5 15873 IN Manager No 2024-06-03 2024-11-01 23% 235.00 155.66 200.00 0.00
VER2179 VER2179-2 15296 GB Senior Manager No 2024-07-16 2024-11-15 12% 290.70 263.21 82.00 0.00
VER2179 VER2179-3 16016 NL Manager No 2024-11-01 2024-11-09 119% 235.00 263.21 57.00 0.00
VER2191 VER2191-2 15296 GB Senior Manager No 2024-06-03 2026-05-30 2% 290.70 263.21 82.00 34.00
VER2191 VER2191-6 15404 SE Manager No 2024-08-16 2024-10-01 1% 237.27 263.21 3.00 3.00
VER2191 VER2191-3 16016 NL Manager No 2024-11-01 2026-05-30 2% 235.00 263.21 57.00 0.00
VER2191 VER2191-4 15710 ZA Senior Consultant No 2025-04-01 2026-05-30 2% 115.00 147.32 58.00 0.00
VER2191 VER2191-5 15873 IN Manager No 2025-04-01 2026-05-30 5% 242.50 147.32 120.00 8.00
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
VER2191 15296
3.63
3.00
0.63
3.15
1.50
1.65
3.31
4.00
-0.69
3.47
3.00
0.47
3.47
2.00
1.47
3.31
1.50
1.81
3.63
0.00
3.63
3.31
0.00
3.31
3.47
0.00
3.47
3.63
0.00
3.63
3.15
0.00
3.15
3.63
0.00
3.63
41.16
15.00
26.16
VER2191 16016
3.19
0.00
3.19
2.78
0.00
2.78
2.92
0.00
2.92
3.05
0.00
3.05
3.05
0.00
3.05
2.92
0.00
2.92
3.18
0.00
3.18
2.92
0.00
2.92
3.04
0.00
3.04
3.18
0.00
3.18
2.78
0.00
2.78
3.18
0.00
3.18
36.19
0.00
36.19
VER2191 15710 - - -
4.20
0.00
4.20
4.20
0.00
4.20
4.01
0.00
4.01
4.38
0.00
4.38
4.01
0.00
4.01
4.20
0.00
4.20
4.38
0.00
4.38
3.82
0.00
3.82
4.39
0.00
4.39
37.59
0.00
37.59
VER2191 15873 - - -
8.68
0.00
8.68
8.68
8.00
0.68
8.29
0.00
8.29
9.08
0.00
9.08
8.29
0.00
8.29
8.68
0.00
8.68
9.08
0.00
9.08
7.90
0.00
7.90
9.08
0.00
9.08
77.76
8.00
69.76