Client Analysis

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Client Metadata

Account ID

1004192

Account Name

1004192
Associated Projects
Project ID Project Name
VER1591 VER1591
VER2053 VER2053
VER2290 VER2290
VER2439 VER2439
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 96.04h, Written: 52.50h, Difference: 43.54h (55%)

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

£253k

 

Planned Fees

£247k

Discount:
£-6k (-2.4%)

Corrected Fees

£224k

Scope Change:
£-23k (-9.2%)

Written Hours

£142k

Unrealised:
£-82k (-36.5%)

Revenue Assigned

£130k

Leakage:
£-12k (-8.5%)

Invoiced

£158k

Billing:
£27k (21.1%)

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)		 £114k £110k £95k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £156k £151k £129k £59k £54k £54k
2024 £97k £97k £95k £84k £77k £104k
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)		 £114k £-4k
(-3.6%) 		£-15k
(-14.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £156k £-6k
(-3.6%) 		£-21k
(-14.2%) 		£-71k
(-54.7%) 		£-5k
(-8.5%) 		£0k
(0.3%)
2024 £97k £-0k
(-0.4%) 		£-1k
(-1.5%) 		£-11k
(-11.8%) 		£-7k
(-8.4%) 		£27k
(35.6%)
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 £22k £20k £22k £23k £23k £22k £24k £22k £23k £24k £21k £24k £271k
Planned £21k £19k £21k £22k £22k £21k £23k £21k £22k £23k £20k £23k £261k
Corrected £18k £16k £18k £19k £19k £18k £20k £18k £19k £20k £17k £20k £224k
Written £8k £11k £17k £10k £8k £5k £0k - - - - - £59k
Revenue £8k £11k £17k £10k £7k - - - - - - - £54k
Invoiced - £7k £12k £17k £10k £8k - - - - - - £54k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £14k £13k £1k - - - £12k £12k £12k £13k £11k £11k £97k
Planned £14k £13k £1k - - - £12k £12k £12k £13k £11k £11k £97k
Corrected £13k £11k £1k - - - £12k £12k £12k £13k £11k £11k £95k
Written £13k - - - - - £14k £11k £10k £15k £11k £10k £84k
Revenue £11k - £-3k - - - - £25k £10k £14k £11k £10k £77k
Invoiced - £11k £43k - - - - £14k £11k £10k £15k - £104k
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
VER1591 VER1591-1 15552 JP Manager No 2023-10-02 2024-03-01 11% 212.05 212.00 100.00 133.00
VER1591 VER1591-5 15733 JP Manager No 2023-10-02 2024-03-01 4% 212.05 183.07 32.00 19.50
VER1591 VER1591-2 15617 JP Senior Consultant No 2023-10-02 2024-03-01 20% 183.04 183.07 179.00 158.50
VER2053 VER2053-2 15733 JP Manager No 2024-07-02 2024-11-01 7% 199.84 199.84 48.50 48.50
VER2053 VER2053-1 15552 JP Senior Manager No 2024-07-03 2024-11-01 25% 224.52 224.52 179.00 179.00
VER2053 VER2053-5 15552 JP Senior Manager No 2024-11-01 2025-01-01 14% 224.52 224.52 50.00 84.00
VER2053 VER2053-6 15841 JP Manager No 2024-11-01 2025-01-01 9% 199.84 199.84 32.80 12.50
VER2053 VER2053-7 15617 JP Senior Consultant No 2024-11-01 2025-01-01 6% 171.18 171.18 20.00 0.00
VER2290 VER2290-1 15552 JP Senior Manager No 2025-01-02 2026-07-01 11% 226.56 226.56 340.00 116.00
VER2290 VER2290-2 15841 JP Manager No 2025-01-02 2026-07-01 5% 201.56 201.65 150.00 86.50
VER2290 VER2290-3 15617 JP Senior Consultant No 2025-01-02 2026-07-01 1% 171.88 172.50 34.00 0.00
VER2290 VER2290-5 15582 NL Senior Consultant No 2025-01-02 2026-07-01 6% 210.00 172.50 200.00 47.00
VER2290 VER2290-7 16089 JP Senior Consultant No 2025-03-03 2026-07-01 4% 171.88 172.50 120.00 38.00
VER2439 VER2439-1 15552 JP Senior Manager No 2025-01-02 2026-07-01 11% 226.56 226.56 340.00 0.00
VER2439 VER2439-2 15841 JP Manager No 2025-01-02 2026-07-01 5% 201.56 201.65 150.00 0.00
VER2439 VER2439-3 15617 JP Senior Consultant No 2025-01-02 2026-07-01 5% 171.88 172.50 154.00 0.00
VER2439 VER2439-4 15582 NL Senior Consultant No 2025-01-02 2026-07-01 6% 210.00 172.50 200.00 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
VER2053 15552
1.14
0.00
1.14
 - - - - - - - - - - -
1.14
0.00
1.14
VER2053 15841
0.75
0.00
0.75
 - - - - - - - - - - -
0.75
0.00
0.75
VER2053 15617
0.45
0.00
0.45
 - - - - - - - - - - -
0.45
0.00
0.45
VER2290 15552
19.18
20.00
-0.82
17.44
22.00
-4.56
18.31
41.00
-22.69
19.18
15.00
4.18
19.18
13.00
6.18
18.31
5.00
13.31
20.05
0.00
20.05
18.31
0.00
18.31
19.18
0.00
19.18
20.05
0.00
20.05
17.43
0.00
17.43
20.05
0.00
20.05
226.67
116.00
110.67
VER2290 15841
8.46
17.50
-9.04
7.69
16.00
-8.31
8.08
14.50
-6.42
8.46
19.50
-11.04
8.46
12.00
-3.54
8.08
7.00
1.08
8.85
1.00
7.85
8.08
0.00
8.08
8.46
0.00
8.46
8.85
0.00
8.85
7.69
0.00
7.69
8.85
0.00
8.85
100.01
87.50
12.51
VER2290 15617
1.92
0.00
1.92
1.74
0.00
1.74
1.83
0.00
1.83
1.92
0.00
1.92
1.92
0.00
1.92
1.83
0.00
1.83
2.01
0.00
2.01
1.83
0.00
1.83
1.92
0.00
1.92
2.01
0.00
2.01
1.74
0.00
1.74
2.01
0.00
2.01
22.68
0.00
22.68
VER2290 15582
11.28
0.00
11.28
10.26
15.00
-4.74
10.77
23.00
-12.23
11.28
9.00
2.28
11.28
0.00
11.28
10.77
0.00
10.77
11.79
0.00
11.79
10.77
0.00
10.77
11.28
0.00
11.28
11.80
0.00
11.80
10.26
0.00
10.26
11.79
0.00
11.79
133.33
47.00
86.33
VER2290 16089 - -
7.24
4.00
3.24
7.59
9.00
-1.41
7.59
13.00
-5.41
7.24
12.00
-4.76
7.93
0.00
7.93
7.24
0.00
7.24
7.59
0.00
7.59
7.93
0.00
7.93
6.90
0.00
6.90
7.93
0.00
7.93
75.18
38.00
37.18
VER2439 15552
19.18
0.00
19.18
17.44
0.00
17.44
18.31
0.00
18.31
19.18
0.00
19.18
19.18
0.00
19.18
18.31
0.00
18.31
20.05
0.00
20.05
18.31
0.00
18.31
19.18
0.00
19.18
20.05
0.00
20.05
17.43
0.00
17.43
20.05
0.00
20.05
226.67
0.00
226.67
VER2439 15841
8.46
0.00
8.46
7.69
0.00
7.69
8.08
0.00
8.08
8.46
0.00
8.46
8.46
0.00
8.46
8.08
0.00
8.08
8.85
0.00
8.85
8.08
0.00
8.08
8.46
0.00
8.46
8.85
0.00
8.85
7.69
0.00
7.69
8.85
0.00
8.85
100.01
0.00
100.01
VER2439 15617
8.69
0.00
8.69
7.90
0.00
7.90
8.29
0.00
8.29
8.69
0.00
8.69
8.69
0.00
8.69
8.29
0.00
8.29
9.08
0.00
9.08
8.29
0.00
8.29
8.69
0.00
8.69
9.08
0.00
9.08
7.90
0.00
7.90
9.08
0.00
9.08
102.67
0.00
102.67
VER2439 15582
11.28
0.00
11.28
10.26
0.00
10.26
10.77
0.00
10.77
11.28
0.00
11.28
11.28
0.00
11.28
10.77
0.00
10.77
11.79
0.00
11.79
10.77
0.00
10.77
11.28
0.00
11.28
11.80
0.00
11.80
10.26
0.00
10.26
11.79
0.00
11.79
133.33
0.00
133.33