Client Analysis


Client Metadata

Account ID

1004234

Account Name

1004234
Associated Projects
Project ID Project Name
VER1491 VER1491
VER1550 VER1550

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

£48k

 

Planned Fees

£39k

Discount:
£-9k (-19.2%)

Corrected Fees

£39k

Scope Change:
£-0k (-0.6%)

Written Hours

£12k

Unrealised:
£-27k (-69.9%)

Revenue Assigned

£13k

Leakage:
£1k (9.0%)

Invoiced

£28k

Billing:
£15k (117.4%)

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)
£0k £0k £0k £0k £0k £0k
2024 £48k £39k £39k £12k £12k £28k
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)
£0k £-0k
(-10.0%)
£-0k
(-4.1%)
£-0k
(-100.0%)
£0k
(0.0%)
£-0k
(-100.0%)
2024 £48k £-9k
(-19.2%)
£-0k
(-0.6%)
£-27k
(-69.9%)
£1k
(7.4%)
£15k
(120.7%)
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 £0k - - - - - - - - - - - £0k
Planned £0k - - - - - - - - - - - £0k
Corrected £0k - - - - - - - - - - - £0k
Written - - - - - - - - - - - - £0k
Revenue £0k - - - - - - - - - - - £0k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £7k £6k £6k £7k £7k £6k £1k £1k £1k £1k £1k £1k £48k
Planned £6k £5k £5k £5k £6k £5k £1k £1k £1k £1k £1k £1k £39k
Corrected £6k £5k £5k £5k £6k £5k £1k £1k £1k £1k £1k £1k £39k
Written £6k £2k £0k £0k £0k £0k - £0k £1k - - £1k £12k
Revenue £9k £2k £0k £1k £0k £0k - - - - - - £12k
Invoiced - £19k £7k £2k - - - - - - - - £28k
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
VER1491 VER1491-1 15299 GB Senior Manager No 2023-07-24 2024-06-29 2% 276.16 200.00 43.50 43.50
VER1491 VER1491-4 7000015 N/A N/A No 2023-07-24 2024-06-29 2% 180.00 180.00 32.00 5.50
VER1491 VER1491-3 15473 GB Business Associate No 2023-07-24 2024-06-29 2% 158.00 158.00 48.00 45.75
VER1491 VER1491-2 15478 GB Senior Consultant No 2023-07-24 2024-06-29 8% 229.65 158.00 156.50 155.00
VER1550 VER1550-4 15571 NL Business Associate No 2023-09-04 2025-01-01 1% 216.88 216.88 31.00 31.00
VER1550 VER1550-5 15551 GB Senior Consultant No 2023-09-04 2025-01-01 2% 229.65 195.12 59.50 59.50
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
VER1550 15571
0.08
0.00
0.08
- - - - - - - - - - -
0.08
0.00
0.08
VER1550 15551
0.17
0.00
0.17
- - - - - - - - - - -
0.17
0.00
0.17