Client Analysis

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Client Metadata

Account ID

1003975

Account Name

1003975
Associated Projects
Project ID Project Name
VER1493 VER1493
VER2033 VER2033
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 0.00h, Written: 0.00h, Difference: 0.00h (N/A%)

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

£382k

 

Planned Fees

£365k

Discount:
£-16k (-4.2%)

Corrected Fees

£390k

Scope Change:
£25k (6.7%)

Written Hours

£374k

Unrealised:
£-17k (-4.2%)

Revenue Assigned

£320k

Leakage:
£-53k (-14.2%)

Invoiced

£272k

Billing:
£-49k (-15.2%)

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)		 £1k £1k £1k £0k £-1k £0k
2024 £381k £365k £389k £374k £322k £272k
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)		 £1k £0k
(0.0%) 		£0k
(0.0%) 		£-1k
(-100.0%) 		£-1k
(0.0%) 		£1k
(-100.0%)
2024 £381k £-16k
(-4.2%) 		£25k
(6.7%) 		£-16k
(-4.0%) 		£-52k
(-13.9%) 		£-50k
(-15.5%)
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 £1k - - - - - - - - - - - £1k
Planned £1k - - - - - - - - - - - £1k
Corrected £1k - - - - - - - - - - - £1k
Written - - - - - - - - - - - - £0k
Revenue £-1k - - - - - - - - - - - £-1k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £10k £11k £30k £40k £41k £38k £61k £45k £43k £24k £20k £18k £381k
Planned £9k £10k £28k £36k £37k £34k £60k £45k £43k £24k £20k £18k £365k
Corrected £9k £10k £30k £35k £36k £34k £72k £53k £51k £23k £19k £18k £389k
Written £15k £25k £21k £29k £34k £30k £50k £61k £56k £30k £25k - £374k
Revenue £-0k £33k £24k £29k £32k £5k £75k £11k £52k £31k £27k £3k £322k
Invoiced £26k - - - £47k - £62k £51k - - - £85k £272k
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
VER1493 VER1493-4 15369 US Director No 2023-07-10 2024-06-29 2% 393.75 286.45 34.50 19.50
VER1493 VER1493-5 10175 BE Director No 2023-07-10 2024-06-29 8% 287.50 227.58 158.00 158.00
VER1493 VER1493-7 15706 US Interim No 2024-01-08 2024-06-29 16% 214.70 214.70 164.50 164.50
VER1493 VER1493-9 15706 US Interim No 2024-03-05 2024-07-20 56% 214.70 214.70 444.50 444.50
VER1493 VER1493-11 10175 BE Director No 2024-03-14 2024-07-20 9% 305.00 214.70 64.00 64.00
VER1493 VER1493-10 15369 US Director No 2024-03-26 2024-06-29 0% 398.58 270.24 2.00 2.00
VER2033 VER2033-2 15706 US Interim No 2024-06-28 2024-10-01 90% 325.47 325.47 492.00 492.00
VER2033 VER2033-1 10175 BE Director No 2024-07-15 2024-11-30 3% 305.00 325.47 21.00 21.00
VER2033 VER2033-4 15706 US Interim No 2024-10-01 2025-01-01 31% 325.47 325.47 168.00 168.00
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
VER2033 15706
2.51
0.00
2.51
 - - - - - - - - - - -
2.51
0.00
2.51