Client Analysis

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Client Metadata

Account ID

1004238

Account Name

1004238
Associated Projects
Project ID Project Name
VER1474 VER1474
VER2020 VER2020
VER2095 VER2095
VER2136 VER2136
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 159.79h, Written: 195.00h, Difference: -35.21h (122%)

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

£1,315k

 

Planned Fees

£967k

Discount:
£-348k (-26.4%)

Corrected Fees

£916k

Scope Change:
£-52k (-5.3%)

Written Hours

£757k

Unrealised:
£-159k (-17.4%)

Revenue Assigned

£711k

Leakage:
£-45k (-6.0%)

Invoiced

£769k

Billing:
£58k (8.1%)

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)		 £78k £54k £54k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £316k £214k £213k £188k £157k £172k
2024 £999k £753k £703k £568k £554k £597k
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)		 £78k £-24k
(-31.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £316k £-102k
(-32.2%) 		£-1k
(-0.6%) 		£-25k
(-11.7%) 		£-31k
(-16.6%) 		£15k
(9.8%)
2024 £999k £-246k
(-24.6%) 		£-50k
(-6.7%) 		£-134k
(-19.1%) 		£-14k
(-2.5%) 		£42k
(7.6%)
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 £52k £47k £50k £51k £39k £37k £41k £37k £39k £2k - - £394k
Planned £35k £32k £33k £34k £27k £26k £28k £26k £27k £1k - - £268k
Corrected £34k £31k £33k £34k £27k £26k £28k £26k £27k £1k - - £267k
Written £14k £24k £47k £41k £33k £29k £1k - - - - - £188k
Revenue £14k £25k £51k £36k £31k - - - - - - - £157k
Invoiced £16k - £37k £3k £85k £31k - - - - - - £172k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £100k £91k £64k £65k £68k £59k £104k £109k £115k £128k £48k £48k £999k
Planned £75k £68k £47k £48k £50k £44k £81k £86k £89k £98k £33k £32k £753k
Corrected £50k £46k £46k £48k £50k £44k £81k £86k £88k £98k £33k £32k £703k
Written £98k £64k £70k £58k £32k £36k £45k £28k £46k £45k £29k £18k £568k
Revenue £91k £60k £74k £54k £34k £34k £46k £26k £35k £50k £7k £43k £554k
Invoiced - £142k £69k £66k £59k £30k £38k £15k £50k £44k £51k £32k £597k
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
VER1474 VER1474-1 15507 US Partner No 2023-06-01 2024-11-01 4% 500.00 325.00 105.00 86.00
VER1474 VER1474-2 15439 US Senior Manager No 2023-06-01 2024-03-01 2% 356.25 275.00 24.00 16.00
VER1474 VER1474-7 15672 US Manager No 2023-06-01 2024-11-01 29% 325.00 250.00 868.00 882.00
VER1474 VER1474-3 15532 US Manager No 2023-06-01 2024-11-01 41% 325.00 250.00 1220.00 1235.00
VER1474 VER1474-4 15544 US Senior Consultant No 2023-07-24 2024-11-01 40% 293.75 202.00 1060.00 1027.50
VER1474 VER1474-8 15299 GB Senior Manager No 2024-02-28 2024-11-01 1% 290.70 235.85 20.00 15.00
VER1474 VER1474-9 7000015 N/A N/A No 2024-03-01 2024-11-01 2% 202.83 202.83 25.00 8.25
VER2020 VER2020-1 15371 NL Manager No 2024-07-08 2024-11-02 106% 235.00 202.83 720.00 553.00
VER2095 VER2095-7 15740 US Manager No 2024-08-21 2025-05-01 1% 327.83 235.85 11.00 11.00
VER2095 VER2095-6 7000015 N/A N/A No 2024-08-21 2025-04-01 3% 202.83 202.83 40.00 15.25
VER2095 VER2095-1 15532 US Manager No 2024-09-04 2025-05-01 11% 327.83 165.09 150.00 136.00
VER2095 VER2095-3 15532 US Manager No 2024-09-09 2025-05-01 7% 327.83 235.85 89.00 1.00
VER2095 VER2095-2 15672 US Manager No 2024-09-11 2025-05-01 2% 327.83 165.09 25.00 27.00
VER2136 VER2136-2 15532 US Manager No 2024-11-04 2025-10-01 20% 327.83 235.85 390.00 48.00
VER2136 VER2136-1 15672 US Manager No 2024-11-05 2025-10-01 14% 327.83 235.85 256.00 278.00
VER2136 VER2136-3 15984 US Senior Consultant No 2024-11-05 2025-10-01 30% 292.45 190.57 562.00 545.50
VER2136 VER2136-6 15740 US Manager No 2025-01-22 2025-10-01 7% 321.43 223.21 100.00 194.00
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
VER2095 15740
1.39
0.00
1.39
1.21
0.00
1.21
1.27
11.00
-9.73
1.33
0.00
1.33
0.06
0.00
0.06
 - - - - - - -
5.26
11.00
-5.74
VER2095 7000015
5.75
0.00
5.75
5.00
0.00
5.00
5.25
0.00
5.25
0.25
0.00
0.25
 - - - - - - - -
16.25
0.00
16.25
VER2095 15532
20.06
0.00
20.06
17.44
0.00
17.44
18.31
0.00
18.31
19.19
0.00
19.19
0.87
0.00
0.87
 - - - - - - -
75.87
0.00
75.87
VER2095 15532
12.11
0.00
12.11
10.53
0.00
10.53
11.06
0.00
11.06
11.59
0.00
11.59
0.52
0.00
0.52
 - - - - - - -
45.81
0.00
45.81
VER2095 15672
3.44
0.00
3.44
3.00
0.00
3.00
3.15
0.00
3.15
3.29
0.00
3.29
0.15
0.00
0.15
 - - - - - - -
13.03
0.00
13.03
VER2136 15532
37.69
0.00
37.69
32.77
0.00
32.77
34.41
0.00
34.41
36.05
0.00
36.05
36.05
0.00
36.05
34.41
0.00
34.41
37.69
0.00
37.69
34.42
0.00
34.42
36.05
0.00
36.05
1.64
0.00
1.64
 - -
321.18
0.00
321.18
VER2136 15672
24.84
38.00
-13.16
21.60
32.00
-10.40
22.69
36.00
-13.31
23.76
44.00
-20.24
23.77
36.00
-12.23
22.68
20.00
2.68
24.85
4.00
20.85
22.68
0.00
22.68
23.77
0.00
23.77
1.08
0.00
1.08
 - -
211.72
210.00
1.72
VER2136 15984
54.54
17.50
37.04
47.43
62.00
-14.57
49.80
132.00
-82.20
52.17
106.00
-53.83
52.17
84.00
-31.83
49.80
85.00
-35.20
54.54
0.00
54.54
49.79
0.00
49.79
52.17
0.00
52.17
2.37
0.00
2.37
 - -
464.78
486.50
-21.72
VER2136 15740
4.42
6.00
-1.58
11.05
23.00
-11.95
11.60
48.00
-36.40
12.16
45.00
-32.84
12.15
37.00
-24.85
11.60
35.00
-23.40
12.71
0.00
12.71
11.60
0.00
11.60
12.16
0.00
12.16
0.55
0.00
0.55
 - -
100.00
194.00
-94.00