Client Analysis

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Client Metadata

Account ID

1004272

Account Name

1004272
Associated Projects
Project ID Project Name
VER1606 VER1606
VER1630 VER1630
VER1647 VER1647
VER1649 VER1649
VER1852 VER1852
VER2134 VER2134
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 162.00h, Written: 184.83h, Difference: -22.83h (114%)

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

£1,565k

 

Planned Fees

£1,259k

Discount:
£-306k (-19.6%)

Corrected Fees

£943k

Scope Change:
£-316k (-25.1%)

Written Hours

£871k

Unrealised:
£-72k (-7.6%)

Revenue Assigned

£794k

Leakage:
£-77k (-8.8%)

Invoiced

£730k

Billing:
£-64k (-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)		 £96k £79k £82k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £185k £153k £145k £107k £61k £89k
2024 £1,380k £1,105k £798k £764k £733k £641k
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)		 £96k £-16k
(-16.9%) 		£3k
(3.2%) 		- - -
2025 (Actual)
(Up to July 2025)		 £185k £-32k
(-17.2%) 		£-8k
(-5.4%) 		£-38k
(-26.4%) 		£-46k
(-42.8%) 		£28k
(46.0%)
2024 £1,380k £-275k
(-19.9%) 		£-307k
(-27.8%) 		£-34k
(-4.2%) 		£-31k
(-4.1%) 		£-93k
(-12.6%)
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 £30k £25k £26k £27k £27k £23k £26k £23k £24k £26k £22k - £280k
Planned £25k £21k £22k £23k £23k £19k £21k £19k £20k £21k £18k - £233k
Corrected £22k £19k £20k £21k £21k £20k £22k £20k £21k £22k £19k - £227k
Written £18k £20k £20k £24k £16k £9k - - - - - - £107k
Revenue £17k £20k £1k £7k £15k - - - - - - - £61k
Invoiced £13k £12k £17k £12k £36k - - - - - - - £89k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £97k £99k £109k £150k £172k £151k £116k £115k £110k £91k £83k £87k £1,380k
Planned £81k £82k £89k £119k £138k £122k £92k £91k £87k £71k £65k £68k £1,105k
Corrected £69k £69k £73k £90k £100k £89k £61k £60k £57k £45k £42k £44k £798k
Written £128k £138k £119k £69k £52k £50k £46k £43k £41k £33k £28k £18k £764k
Revenue £128k £126k £121k £47k £25k £102k £36k £34k £35k £29k £30k £21k £733k
Invoiced £123k £48k £52k £128k £32k £33k £39k £49k £37k £36k £38k £26k £641k
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
VER1606 VER1606-1 15122 GB Partner No 2023-11-13 2024-06-29 3% 363.37 371.00 38.00 22.50
VER1606 VER1606-3 15610 GB Director No 2023-11-13 2024-06-29 17% 305.23 295.75 224.00 177.00
VER1606 VER1606-2 15662 GB Business Associate No 2023-11-13 2024-06-29 8% 266.00 266.00 102.00 87.50
VER1606 VER1606-4 15597 CH Manager No 2023-11-13 2024-06-29 25% 325.52 243.25 336.00 328.00
VER1606 VER1606-5 15641 GB Consultant No 2023-11-13 2024-06-29 14% 203.49 150.00 188.00 114.00
VER1606 VER1606-8 15772 CH Consultant No 2023-12-04 2024-06-29 16% 260.42 150.00 188.00 179.00
VER1630 VER1630-2 15122 GB Partner No 2023-12-11 2024-06-29 7% 363.37 371.00 80.00 0.00
VER1630 VER1630-1 15662 GB Business Associate No 2023-12-11 2024-06-29 7% 266.00 266.00 80.00 0.00
VER1647 VER1647-4 108 NL Director No 2023-12-19 2025-11-29 1% 287.50 185.00 50.00 130.00
VER1647 VER1647-3 15296 GB Senior Manager No 2024-01-02 2025-11-29 7% 290.70 247.64 271.00 270.50
VER1647 VER1647-9 15551 GB Manager No 2024-01-03 2025-11-29 2% 267.44 174.53 66.00 66.00
VER1647 VER1647-5 15710 ZA Senior Consultant No 2024-01-03 2025-11-29 4% 115.00 113.21 156.00 156.00
VER1647 VER1647-8 15685 GB Manager No 2024-01-04 2025-11-29 4% 267.44 174.53 145.00 144.50
VER1647 VER1647-7 15756 ZA Manager No 2024-01-05 2025-11-29 26% 142.50 113.21 1040.00 986.00
VER1647 VER1647-6 15697 ZA Manager No 2024-01-22 2025-11-29 3% 142.50 113.21 128.50 128.50
VER1647 VER1647-10 15961 ZA Consultant No 2024-06-17 2025-11-29 16% 101.25 113.21 489.50 458.00
VER1647 VER1647-11 15897 ZA Consultant No 2024-06-18 2025-11-29 2% 101.25 113.21 47.00 36.50
VER1649 VER1649-6 15262 ZA Business Associate No 2024-01-02 2024-06-29 0% 279.01 279.01 0.00 0.00
VER1649 VER1649-5 10072 NL Director No 2024-01-05 2024-10-01 17% 305.00 279.01 270.00 324.00
VER1649 VER1649-7 15662 GB Business Associate No 2024-01-08 2024-10-01 9% 250.94 250.94 133.00 168.00
VER1649 VER1649-8 15628 CH Manager No 2024-01-08 2024-10-01 17% 343.75 229.48 257.00 303.33
VER1649 VER1649-4 15122 GB Partner No 2024-01-09 2024-10-01 0% 383.72 350.00 6.00 6.00
VER1852 VER1852-1 15122 GB Partner No 2024-03-25 2025-01-01 0% 383.72 350.00 2.50 2.50
VER1852 VER1852-2 15597 CH Manager No 2024-03-25 2025-01-01 17% 343.75 229.48 268.50 228.50
VER1852 VER1852-3 15815 GB Consultant No 2024-03-25 2025-01-01 42% 212.21 153.30 686.00 469.00
VER1852 VER1852-6 15772 CH Consultant No 2024-04-22 2025-01-01 3% 270.83 153.30 49.00 28.00
VER1852 VER1852-7 15306 NL Manager No 2024-05-01 2025-01-01 12% 235.00 229.48 171.00 79.00
VER2134 VER2134-1 15551 GB Manager No 2024-08-01 2025-05-31 0% 267.44 174.53 1.00 0.00
VER2134 VER2134-2 15685 GB Manager No 2024-08-01 2025-11-29 4% 267.44 174.53 100.00 62.00
VER2134 VER2134-5 15897 ZA Consultant No 2024-08-01 2025-05-31 0% 101.25 113.21 1.00 0.00
VER2134 VER2134-3 15756 ZA Manager No 2024-10-17 2025-11-29 17% 142.50 113.21 386.00 281.00
VER2134 VER2134-4 15961 ZA Consultant No 2025-01-27 2025-11-29 7% 108.75 107.14 130.00 100.00
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
VER1647 108
2.26
0.00
2.26
1.97
11.00
-9.03
2.06
1.00
1.06
2.16
0.00
2.16
2.16
0.00
2.16
2.06
1.00
1.06
2.26
0.00
2.26
2.07
0.00
2.07
2.16
0.00
2.16
2.26
0.00
2.26
1.97
0.00
1.97
 -
23.39
13.00
10.39
VER1647 15296
12.48
13.00
-0.52
10.86
11.00
-0.14
11.41
10.00
1.41
11.95
13.50
-1.55
11.94
3.00
8.94
11.40
0.00
11.40
12.49
0.00
12.49
11.40
0.00
11.40
11.95
0.00
11.95
12.49
0.00
12.49
10.86
0.00
10.86
 -
129.23
50.50
78.73
VER1647 15551
3.05
0.00
3.05
2.65
0.00
2.65
2.78
0.00
2.78
2.92
0.00
2.92
2.91
0.00
2.91
2.78
0.00
2.78
3.05
0.00
3.05
2.77
0.00
2.77
2.92
0.00
2.92
3.05
0.00
3.05
2.64
0.00
2.64
 -
31.52
0.00
31.52
VER1647 15710
7.21
0.00
7.21
6.26
0.00
6.26
6.58
0.00
6.58
6.89
0.00
6.89
6.89
0.00
6.89
6.57
0.00
6.57
7.20
0.00
7.20
6.57
0.00
6.57
6.89
0.00
6.89
7.21
0.00
7.21
6.26
0.00
6.26
 -
74.53
0.00
74.53
VER1647 15685
6.72
5.00
1.72
5.83
2.00
3.83
6.12
13.00
-6.88
6.43
22.00
-15.57
6.41
0.00
6.41
6.12
0.00
6.12
6.72
0.00
6.72
6.12
0.00
6.12
6.43
0.00
6.43
6.72
0.00
6.72
5.83
0.00
5.83
 -
69.45
42.00
27.45
VER1647 15756
48.23
72.00
-23.77
41.93
66.50
-24.57
44.03
69.00
-24.97
46.13
18.83
27.30
46.12
0.00
46.12
44.03
0.00
44.03
48.23
0.00
48.23
44.03
0.00
44.03
46.13
0.00
46.13
48.23
0.00
48.23
41.93
0.00
41.93
 -
499.02
226.33
272.69
VER1647 15697
6.10
0.00
6.10
5.30
0.00
5.30
5.56
0.00
5.56
5.83
0.00
5.83
5.83
0.00
5.83
5.57
0.00
5.57
6.09
0.00
6.09
5.56
0.00
5.56
5.82
0.00
5.82
6.09
0.00
6.09
5.30
0.00
5.30
 -
63.05
0.00
63.05
VER1647 15961
29.63
30.50
-0.87
25.76
63.00
-37.24
27.04
60.00
-32.96
28.34
17.00
11.34
28.34
0.00
28.34
27.04
0.00
27.04
29.63
0.00
29.63
27.05
0.00
27.05
28.34
0.00
28.34
29.63
0.00
29.63
25.76
0.00
25.76
 -
306.56
170.50
136.06
VER1647 15897
2.85
2.50
0.35
2.48
0.00
2.48
2.61
0.00
2.61
2.73
0.00
2.73
2.73
0.00
2.73
2.61
0.00
2.61
2.84
0.00
2.84
2.61
0.00
2.61
2.72
0.00
2.72
2.84
0.00
2.84
2.48
0.00
2.48
 -
29.50
2.50
27.00
VER1852 15122
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1852 15597
1.32
0.00
1.32
 - - - - - - - - - - -
1.32
0.00
1.32
VER1852 15815
3.38
0.00
3.38
 - - - - - - - - - - -
3.38
0.00
3.38
VER1852 15772
0.26
0.00
0.26
 - - - - - - - - - - -
0.26
0.00
0.26
VER1852 15306
0.98
0.00
0.98
 - - - - - - - - - - -
0.98
0.00
0.98
VER2134 15551
0.10
0.00
0.10
0.09
0.00
0.09
0.10
0.00
0.10
0.10
0.00
0.10
0.10
0.00
0.10
 - - - - - - -
0.49
0.00
0.49
VER2134 15685
6.63
0.00
6.63
5.77
0.00
5.77
6.05
0.00
6.05
6.34
8.00
-1.66
6.34
33.00
-26.66
6.05
21.00
-14.95
6.63
0.00
6.63
6.05
0.00
6.05
6.34
0.00
6.34
6.63
0.00
6.63
5.76
0.00
5.76
 -
68.59
62.00
6.59
VER2134 15897
0.11
0.00
0.11
0.09
0.00
0.09
0.10
0.00
0.10
0.10
0.00
0.10
0.09
0.00
0.09
 - - - - - - -
0.49
0.00
0.49
VER2134 15756
30.40
0.00
30.40
26.44
0.00
26.44
27.76
0.00
27.76
29.08
43.50
-14.42
29.08
71.00
-41.92
27.76
42.00
-14.24
30.41
0.00
30.41
27.76
0.00
27.76
29.09
0.00
29.09
30.41
0.00
30.41
26.43
0.00
26.43
 -
314.62
156.50
158.12
VER2134 15961
2.95
20.00
-17.05
11.82
0.00
11.82
12.41
0.00
12.41
13.00
62.00
-49.00
13.00
16.00
-3.00
12.41
2.00
10.41
13.59
0.00
13.59
12.41
0.00
12.41
13.00
0.00
13.00
13.59
0.00
13.59
11.82
0.00
11.82
 -
130.00
100.00
30.00