Client Analysis

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Client Metadata

Account ID

1003978

Account Name

1003978
Associated Projects
Project ID Project Name
VER1406 VER1406
VER2213 VER2213
VER2483 VER2483
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 28.98h, Written: 6.00h, Difference: 22.98h (21%)

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

£79k

 

Planned Fees

£70k

Discount:
£-9k (-11.9%)

Corrected Fees

£70k

Scope Change:
£0k (0.0%)

Written Hours

£28k

Unrealised:
£-42k (-60.3%)

Revenue Assigned

£25k

Leakage:
£-3k (-9.1%)

Invoiced

£25k

Billing:
£-0k (-0.5%)

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)		 £28k £26k £26k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £39k £36k £36k £20k £18k £25k
2024 £40k £33k £33k £8k £7k £0k
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)		 £28k £-2k
(-6.9%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £39k £-3k
(-6.9%) 		£0k
(0.0%) 		£-17k
(-45.4%) 		£-2k
(-11.2%) 		£7k
(41.4%)
2024 £40k £-7k
(-16.9%) 		£0k
(0.0%) 		£-25k
(-76.7%) 		£-0k
(-3.7%) 		£-7k
(-100.0%)
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 £6k £5k £5k £6k £6k £5k £6k £5k £6k £6k £5k £6k £67k
Planned £6k £5k £5k £5k £5k £5k £5k £5k £5k £5k £5k £5k £62k
Corrected £6k £5k £5k £5k £5k £5k £5k £5k £5k £5k £5k £5k £62k
Written £6k £10k £1k £1k £1k £2k - - - - - - £20k
Revenue £6k £10k £1k £1k £1k - - - - - - - £18k
Invoiced £8k £5k £10k £1k £1k £1k - - - - - - £25k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £8k £7k £7k - - - - - - £6k £5k £6k £40k
Planned £6k £6k £6k - - - - - - £6k £5k £5k £33k
Corrected £6k £6k £6k - - - - - - £6k £5k £5k £33k
Written - - - - - - - - - - £2k £6k £8k
Revenue - - - - - - - - - - - £7k £7k
Invoiced - - - - - - - - - - - - £0k
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
VER1406 VER1406-1 15552 JP Manager No 2023-04-03 2024-03-30 5% 212.05 160.31 100.00 19.00
VER1406 VER1406-2 15617 JP Senior Consultant No 2023-04-03 2024-03-30 18% 183.04 138.37 380.00 51.00
VER2213 VER2213-1 15552 JP Senior Manager No 2024-10-01 2025-04-01 6% 224.52 224.52 65.00 19.00
VER2213 VER2213-2 15617 JP Senior Consultant No 2024-10-01 2025-04-01 3% 171.18 171.18 30.00 46.50
VER2213 VER2213-3 15582 NL Senior Consultant No 2024-10-01 2025-04-01 7% 205.00 171.18 70.00 70.00
VER2483 VER2483-1 15552 JP Senior Manager No 2025-04-01 2026-04-01 4% 226.56 226.56 90.00 4.00
VER2483 VER2483-3 15582 NL Senior Consultant No 2025-04-01 2026-04-01 6% 210.00 171.88 120.00 7.00
VER2483 VER2483-2 15617 JP Senior Consultant No 2025-04-01 2026-04-01 6% 171.88 171.88 120.00 7.50
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
VER2213 15552
11.41
6.00
5.41
9.92
0.00
9.92
10.42
0.00
10.42
0.50
0.00
0.50
 - - - - - - - -
32.25
6.00
26.25
VER2213 15617
5.27
13.00
-7.73
4.58
17.50
-12.92
4.80
3.50
1.30
0.23
0.00
0.23
 - - - - - - - -
14.88
34.00
-19.12
VER2213 15582
12.29
14.00
-1.71
10.69
40.50
-29.81
11.22
0.00
11.22
0.53
0.00
0.53
 - - - - - - - -
34.73
54.50
-19.77
VER2483 15552 - - -
7.56
0.00
7.56
7.56
2.00
5.56
7.21
2.00
5.21
7.90
0.00
7.90
7.21
0.00
7.21
7.56
0.00
7.56
7.90
0.00
7.90
6.87
0.00
6.87
7.90
0.00
7.90
67.67
4.00
63.67
VER2483 15582 - - -
10.08
6.00
4.08
10.08
0.00
10.08
9.62
1.00
8.62
10.53
0.00
10.53
9.62
0.00
9.62
10.08
0.00
10.08
10.53
0.00
10.53
9.16
0.00
9.16
10.53
0.00
10.53
90.23
7.00
83.23
VER2483 15617 - - -
10.08
0.00
10.08
10.08
1.00
9.08
9.62
6.50
3.12
10.53
0.00
10.53
9.62
0.00
9.62
10.08
0.00
10.08
10.53
0.00
10.53
9.16
0.00
9.16
10.53
0.00
10.53
90.23
7.50
82.73