Client Analysis

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Client Metadata

Account ID

1004203

Account Name

1004203
Associated Projects
Project ID Project Name
VER1700 VER1700
VER1882 VER1882
VER1883 VER1883
VER1886 VER1886
VER2414 VER2414
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 26.21h, Written: 33.00h, Difference: -6.79h (126%)

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

£193k

 

Planned Fees

£66k

Discount:
£-127k (-65.9%)

Corrected Fees

£58k

Scope Change:
£-8k (-12.4%)

Written Hours

£66k

Unrealised:
£8k (13.6%)

Revenue Assigned

£60k

Leakage:
£-6k (-8.6%)

Invoiced

£56k

Billing:
£-4k (-7.0%)

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)		 £21k £14k £9k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £118k £34k £22k £29k £23k £23k
2024 £76k £31k £36k £37k £37k £32k
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)		 £21k £-7k
(-34.0%) 		£-5k
(-33.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £118k £-83k
(-70.7%) 		£-12k
(-36.3%) 		£7k
(31.7%) 		£-6k
(-19.5%) 		£0k
(0.0%)
2024 £76k £-44k
(-58.5%) 		£4k
(13.9%) 		£1k
(2.4%) 		£-0k
(0.0%) 		£-4k
(-11.5%)
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 £16k £17k £18k £22k £23k £10k £11k £10k £10k £0k - - £138k
Planned £1k £3k £4k £6k £7k £7k £7k £7k £7k £0k - - £48k
Corrected £1k £2k £2k £4k £5k £4k £5k £4k £5k £0k - - £31k
Written - £6k £5k £5k £7k £5k £1k - - - - - £29k
Revenue - - £12k £5k £7k - - - - - - - £23k
Invoiced - - - £6k £11k £7k - - - - - - £23k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £0k £1k £1k £3k £10k £9k £11k £12k £8k £9k £5k £5k £76k
Planned £0k £1k £1k £2k £4k £4k £4k £4k £4k £4k £2k £2k £31k
Corrected £0k £1k £1k £2k £5k £4k £5k £5k £4k £5k £2k £2k £36k
Written £1k £0k £1k £5k £7k £10k - £6k £4k £2k £0k £0k £37k
Revenue £1k £0k £1k £1k £11k £10k - £6k £4k £2k £0k £0k £37k
Invoiced - - £1k £1k - £7k £16k - - £2k £1k £6k £32k
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
VER1700 VER1700-1 15682 SE Senior Manager No 2024-01-29 2025-01-01 2% 264.24 156.15 40.00 41.50
VER1882 VER1882-1 15682 SE Senior Manager No 2024-04-22 2025-02-15 3% 264.24 156.16 43.00 49.00
VER1882 VER1882-2 15850 SE Consultant No 2024-08-06 2025-02-15 6% 172.56 0.00 70.00 40.00
VER1883 VER1883-1 15682 SE Senior Manager No 2024-04-22 2025-01-01 4% 264.24 156.16 55.00 46.00
VER1886 VER1886-3 15640 GB Consultant No 2024-04-18 2024-08-31 3% 212.21 0.00 20.00 0.00
VER1886 VER1886-1 15682 SE Senior Manager No 2024-04-22 2024-11-01 9% 264.24 156.16 98.00 98.00
VER1886 VER1886-2 15639 GB Consultant No 2024-05-08 2024-08-31 3% 212.21 0.00 20.00 35.50
VER1886 VER1886-4 15857 GB Senior Consultant No 2024-05-13 2024-08-31 3% 238.37 0.00 20.00 20.00
VER2414 VER2414-4 15894 DE Manager No 2025-01-02 2025-05-31 0% 242.50 0.00 0.00 0.00
VER2414 VER2414-5 15977 BE Consultant No 2025-01-02 2025-05-31 0% 175.00 0.00 0.00 0.00
VER2414 VER2414-2 15977 BE Consultant No 2025-02-10 2025-10-01 2% 175.00 156.16 30.00 30.00
VER2414 VER2414-1 15894 DE Manager No 2025-02-12 2025-10-01 5% 242.50 156.16 63.00 63.00
VER2414 VER2414-7 16082 DE Manager No 2025-04-07 2025-10-01 10% 242.50 156.16 99.00 92.00
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
VER1700 15682
0.16
0.00
0.16
 - - - - - - - - - - -
0.16
0.00
0.16
VER1882 15682
4.60
0.00
4.60
2.00
0.00
2.00
 - - - - - - - - - -
6.60
0.00
6.60
VER1882 15850
11.58
0.00
11.58
5.04
0.00
5.04
 - - - - - - - - - -
16.62
0.00
16.62
VER1883 15682
0.30
0.00
0.30
 - - - - - - - - - - -
0.30
0.00
0.30
VER2414 15977 -
2.68
12.00
-9.32
3.75
8.00
-4.25
3.93
0.00
3.93
3.93
10.00
-6.07
3.75
0.00
3.75
4.11
0.00
4.11
3.75
0.00
3.75
3.92
0.00
3.92
0.18
0.00
0.18
 - -
30.00
30.00
0.00
VER2414 15894 -
4.93
27.00
-22.07
7.97
27.00
-19.03
8.36
9.00
-0.64
8.34
0.00
8.34
7.97
0.00
7.97
8.73
0.00
8.73
7.97
0.00
7.97
8.35
0.00
8.35
0.38
0.00
0.38
 - -
63.00
63.00
0.00
VER2414 16082 - - -
13.92
24.00
-10.08
17.02
32.00
-14.98
16.24
29.00
-12.76
17.79
7.00
10.79
16.24
0.00
16.24
17.02
0.00
17.02
0.77
0.00
0.77
 - -
99.00
92.00
7.00