Client Analysis

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Client Metadata

Account ID

1004162

Account Name

1004162
Associated Projects
Project ID Project Name
VER1427 VER1427
VER2164 VER2164
VER2415 VER2415
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 32.28h, Written: 1.00h, Difference: 31.28h (3%)

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

£381k

 

Planned Fees

£239k

Discount:
£-142k (-37.3%)

Corrected Fees

£236k

Scope Change:
£-2k (-0.9%)

Written Hours

£223k

Unrealised:
£-14k (-5.7%)

Revenue Assigned

£227k

Leakage:
£4k (1.6%)

Invoiced

£221k

Billing:
£-6k (-2.4%)

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)		 £40k £22k £24k £5k £5k £10k
2024 £340k £216k £212k £218k £221k £211k
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)		 £40k £-18k
(-44.6%) 		£2k
(9.2%) 		£-19k
(-79.5%) 		£0k
(2.1%) 		£5k
(102.7%)
2024 £340k £-124k
(-36.4%) 		£-4k
(-1.9%) 		£6k
(2.7%) 		£3k
(1.6%) 		£-11k
(-4.9%)
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 £14k £8k £9k £9k £0k - - - - - - - £40k
Planned £8k £4k £5k £5k £0k - - - - - - - £22k
Corrected £8k £5k £5k £5k £0k - - - - - - - £24k
Written £3k £2k £0k £0k - - - - - - - - £5k
Revenue £3k £2k £0k £0k - - - - - - - - £5k
Invoiced £5k £3k £2k £0k £0k - - - - - - - £10k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £14k £13k £13k £14k £14k £15k £18k £18k £48k £91k £70k £13k £340k
Planned £10k £9k £9k £10k £10k £10k £12k £12k £29k £56k £42k £8k £216k
Corrected £10k £9k £9k £10k £10k £10k £12k £12k £29k £51k £42k £8k £212k
Written £11k £18k £20k £34k £20k £12k £22k £24k £8k £30k £13k £5k £218k
Revenue £11k £18k £20k £34k £20k £12k £22k £25k £8k £29k £15k £6k £221k
Invoiced £9k £11k £18k £20k £34k £20k £11k £19k £20k £5k £30k £13k £211k
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
VER1427 VER1427-1 15638 GB Director No 2023-04-24 2024-10-01 2% 305.23 228.93 48.00 48.00
VER1427 VER1427-4 15701 US Manager No 2023-04-24 2024-10-01 6% 327.83 168.76 170.00 170.00
VER1427 VER1427-5 15074 SE Manager No 2023-04-24 2024-11-30 12% 168.76 168.76 388.00 388.00
VER1427 VER1427-6 15639 GB Consultant No 2023-04-24 2024-11-30 17% 203.49 130.81 570.50 570.50
VER1427 VER1427-9 15701 US Manager No 2024-06-03 2024-11-30 5% 327.83 168.76 56.00 56.00
VER1427 VER1427-10 15638 GB Director No 2024-07-22 2024-11-30 1% 325.58 228.93 9.50 9.50
VER1427 VER1427-11 15886 US Interim No 2024-07-30 2024-11-30 2% 121.88 121.88 14.00 14.00
VER1427 VER1427-3 15672 US Manager No 2024-09-04 2024-11-30 53% 327.83 168.76 267.00 267.00
VER1427 VER1427-2 15603 ZA Senior Manager No 2024-09-20 2024-11-30 49% 172.50 121.88 199.00 199.00
VER2164 VER2164-2 15672 US Manager No 2024-10-01 2025-05-01 7% 327.83 168.76 80.00 80.00
VER2164 VER2164-1 15603 ZA Senior Manager No 2024-10-01 2025-02-01 4% 172.50 121.88 27.00 27.00
VER2164 VER2164-3 15074 SE Senior Manager No 2024-10-02 2024-11-01 28% 264.24 168.76 51.00 51.00
VER2164 VER2164-4 15701 US Manager No 2024-10-21 2025-05-01 7% 327.83 168.76 80.00 80.00
VER2164 VER2164-5 15639 GB Consultant No 2024-10-21 2025-02-01 8% 212.21 130.81 50.00 50.00
VER2164 VER2164-9 16017 NL Senior Manager No 2024-11-04 2025-05-01 2% 262.50 168.76 18.00 18.00
VER2164 VER2164-7 15886 US Interim No 2024-11-05 2025-02-01 2% 121.88 121.88 10.00 10.00
VER2164 VER2164-8 15638 GB Director No 2024-11-14 2025-02-01 1% 325.58 228.93 4.00 4.00
VER2415 VER2415-1 16079 US Consultant No 2025-02-06 2025-05-01 3% 246.65 172.77 14.00 14.00
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
VER2164 15672
12.03
0.00
12.03
10.46
0.00
10.46
10.98
0.00
10.98
11.50
0.00
11.50
0.52
0.00
0.52
 - - - - - - -
45.49
0.00
45.49
VER2164 15603
6.97
1.00
5.97
 - - - - - - - - - - -
6.97
1.00
5.97
VER2164 15701
13.24
0.00
13.24
11.51
0.00
11.51
12.08
0.00
12.08
12.66
0.00
12.66
0.58
0.00
0.58
 - - - - - - -
50.07
0.00
50.07
VER2164 15639
15.34
4.00
11.34
 - - - - - - - - - - -
15.34
4.00
11.34
VER2164 16017
3.21
5.00
-1.79
2.79
0.00
2.79
2.93
0.00
2.93
3.07
0.00
3.07
0.14
0.00
0.14
 - - - - - - -
12.14
5.00
7.14
VER2164 15886
3.59
5.00
-1.41
 - - - - - - - - - - -
3.59
5.00
-1.41
VER2164 15638
1.62
2.00
-0.38
 - - - - - - - - - - -
1.62
2.00
-0.38
VER2415 16079 -
3.90
11.00
-7.10
4.82
2.00
2.82
5.05
1.00
4.05
0.23
0.00
0.23
 - - - - - - -
14.00
14.00
0.00