Client Analysis

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Client Metadata

Account ID

1003926

Account Name

1003926
Associated Projects
Project ID Project Name
VER1260 VER1260
VER1877 VER1877
VER2223 VER2223
VER2231 VER2231
VER2442 VER2442
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 138.59h, Written: 83.00h, Difference: 55.59h (60%)

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

£504k

 

Planned Fees

£413k

Discount:
£-90k (-17.9%)

Corrected Fees

£365k

Scope Change:
£-48k (-11.7%)

Written Hours

£209k

Unrealised:
£-156k (-42.7%)

Revenue Assigned

£196k

Leakage:
£-13k (-6.2%)

Invoiced

£191k

Billing:
£-5k (-2.3%)

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)		 £194k £144k £144k £74k £64k £62k
2024 £310k £270k £221k £135k £132k £130k
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)		 £194k £-50k
(-25.9%) 		£0k
(0.0%) 		£-70k
(-48.5%) 		£-10k
(-14.0%) 		£-2k
(-2.6%)
2024 £310k £-40k
(-12.9%) 		£-48k
(-17.9%) 		£-86k
(-39.0%) 		£-3k
(-2.0%) 		£-3k
(-2.2%)
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 £50k £27k £28k £30k £30k £28k £1k - - - - - £194k
Planned £34k £21k £22k £23k £23k £22k £1k - - - - - £144k
Corrected £34k £21k £22k £23k £23k £22k £1k - - - - - £144k
Written £13k £12k £13k £15k £9k £11k - - - - - - £74k
Revenue £13k £13k £13k £15k £9k - - - - - - - £64k
Invoiced £12k - - £25k £15k £9k - - - - - - £62k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £5k £5k £5k £5k £5k £35k £40k £38k £37k £40k £48k £48k £310k
Planned £4k £3k £3k £3k £4k £34k £39k £38k £36k £39k £33k £33k £270k
Corrected £12k £11k £11k £11k £12k £18k £21k £20k £19k £21k £32k £33k £221k
Written £2k £2k £0k - - £17k £18k £18k £24k £24k £17k £13k £135k
Revenue £2k £1k £0k - - £17k £14k £22k £23k £23k £0k £30k £132k
Invoiced £8k £2k £1k - - - £17k £19k £19k £24k £24k £17k £130k
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
VER1260 VER1260-8 15701 US Manager No 2023-01-02 2024-06-01 2% 327.83 205.35 56.00 35.00
VER1260 VER1260-1 15317 GB Manager No 2023-01-02 2024-06-01 6% 254.36 205.35 164.00 139.00
VER1260 VER1260-4 15546 ZA Consultant No 2023-01-25 2024-06-01 4% 97.50 140.80 116.00 4.50
VER1260 VER1260-3 15641 GB Consultant No 2023-01-26 2024-06-01 18% 203.49 140.80 520.00 160.00
VER1260 VER1260-7 15672 US Manager No 2023-01-31 2024-06-01 9% 325.00 205.35 238.00 252.00
VER1877 VER1877-1 15841 JP Manager No 2024-06-03 2024-11-01 58% 199.84 196.54 514.00 514.00
VER2223 VER2223-1 15841 JP Manager No 2024-11-01 2025-02-01 68% 199.84 135.61 360.00 0.00
VER2231 VER2231-1 15841 JP Manager No 2024-11-01 2025-02-01 68% 199.84 135.61 360.00 317.00
VER2442 VER2442-1 15841 JP Manager No 2025-02-03 2025-07-01 55% 201.56 186.01 468.00 327.00
VER2442 VER2442-2 16036 JP Senior Consultant No 2025-02-03 2025-07-01 24% 171.88 110.12 206.00 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
VER2223 15841
125.45
0.00
125.45
 - - - - - - - - - - -
125.45
0.00
125.45
VER2231 15841
125.45
97.00
28.45
 - - - - - - - - - - -
125.45
97.00
28.45
VER2442 15841 -
87.48
65.00
22.48
91.85
68.00
23.85
96.23
83.00
13.23
96.22
51.00
45.22
91.85
60.00
31.85
4.37
0.00
4.37
 - - - - -
468.00
327.00
141.00
VER2442 16036 -
38.50
0.00
38.50
40.43
0.00
40.43
42.36
0.00
42.36
42.35
0.00
42.35
40.43
0.00
40.43
1.93
0.00
1.93
 - - - - -
206.00
0.00
206.00