Client Analysis

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Client Metadata

Account ID

1004323

Account Name

1004323
Associated Projects
Project ID Project Name
VER1601 VER1601
VER1708 VER1708
VER2011 VER2011
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 199.73h, Written: 71.50h, Difference: 128.23h (36%)

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

£728k

 

Planned Fees

£588k

Discount:
£-140k (-19.3%)

Corrected Fees

£640k

Scope Change:
£52k (8.8%)

Written Hours

£734k

Unrealised:
£94k (14.7%)

Revenue Assigned

£689k

Leakage:
£-44k (-6.0%)

Invoiced

£704k

Billing:
£14k (2.1%)

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)		 £212k £164k £186k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £338k £263k £290k £165k £148k £182k
2024 £390k £325k £350k £569k £541k £521k
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)		 £212k £-48k
(-22.6%) 		£21k
(13.1%) 		- - -
2025 (Actual)
(Up to July 2025)		 £338k £-75k
(-22.3%) 		£27k
(10.3%) 		£-125k
(-43.1%) 		£-17k
(-10.1%) 		£34k
(23.0%)
2024 £390k £-65k
(-16.7%) 		£25k
(7.7%) 		£219k
(62.4%) 		£-28k
(-4.8%) 		£-20k
(-3.7%)
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 £52k £45k £47k £49k £49k £46k £50k £41k £43k £45k £39k £45k £550k
Planned £41k £35k £36k £38k £38k £35k £39k £32k £33k £35k £30k £35k £427k
Corrected £45k £38k £40k £42k £42k £39k £43k £36k £37k £39k £34k £39k £475k
Written £50k £39k £33k £15k £12k £15k £1k - - - - - £165k
Revenue £55k £35k £33k £14k £11k - - - - - - - £148k
Invoiced £41k - £84k £31k £15k £11k - - - - - - £182k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £28k £57k £3k - - £7k £50k £50k £48k £52k £48k £50k £390k
Planned £27k £57k £3k - - £6k £39k £39k £37k £41k £37k £39k £325k
Corrected £29k £59k £3k - - £6k £42k £43k £41k £45k £41k £43k £350k
Written £31k £35k - - - £17k £120k £101k £78k £60k £83k £44k £569k
Revenue £17k £33k £0k - - £17k £112k £97k £77k £59k £84k £44k £541k
Invoiced - £28k £34k - - - £17k £116k £105k £78k £59k £84k £521k
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
VER1601 VER1601-4 15074 SE Manager No 2023-10-20 2024-03-02 4% 325.00 325.00 28.00 0.00
VER1601 VER1601-2 15624 GB Senior Manager No 2023-10-24 2024-03-02 15% 276.16 356.25 111.00 114.00
VER1601 VER1601-3 15639 GB Consultant No 2023-10-30 2024-03-02 4% 203.49 225.00 31.00 35.50
VER1601 VER1601-5 15309 GB Partner No 2023-11-02 2024-03-02 6% 363.37 0.00 40.00 37.00
VER1601 VER1601-1 15701 US Manager No 2023-11-06 2024-03-02 16% 325.00 325.00 110.00 107.50
VER1601 VER1601-7 15667 GB Manager No 2024-02-01 2024-03-02 23% 267.44 306.60 40.00 1.00
VER1708 VER1708-2 15309 GB Partner No 2024-01-22 2024-03-01 3% 383.72 424.53 8.00 24.00
VER1708 VER1708-5 15624 GB Senior Manager No 2024-01-22 2024-03-01 23% 290.70 302.48 56.00 77.00
VER1708 VER1708-4 15815 GB Consultant No 2024-01-22 2024-03-01 2% 212.21 191.04 4.00 0.00
VER1708 VER1708-3 15845 AE Senior Manager No 2024-02-01 2024-03-01 23% 302.48 302.48 40.00 40.00
VER2011 VER2011-8 15610 GB Director No 2024-06-24 2026-01-01 6% 325.58 274.50 188.00 188.00
VER2011 VER2011-2 15845 AE Senior Manager No 2024-06-24 2025-05-24 3% 236.25 236.25 49.00 49.00
VER2011 VER2011-3 15569 NL Business Associate No 2024-06-24 2026-01-01 15% 236.25 236.25 480.00 355.00
VER2011 VER2011-7 15685 GB Manager No 2024-06-24 2025-08-01 3% 267.44 211.50 69.50 69.50
VER2011 VER2011-4 15232 NL Manager No 2024-06-24 2026-01-01 18% 235.00 211.50 561.00 585.00
VER2011 VER2011-17 15999 NL Consultant No 2024-06-24 2025-08-01 6% 175.00 128.25 130.50 126.00
VER2011 VER2011-11 15701 US Manager No 2024-06-25 2026-01-01 12% 327.83 211.50 394.00 355.00
VER2011 VER2011-1 15309 GB Partner No 2024-06-26 2026-01-01 6% 383.72 357.75 204.00 162.00
VER2011 VER2011-5 15662 GB Business Associate No 2024-06-26 2026-01-01 3% 236.25 236.25 96.00 96.00
VER2011 VER2011-9 15597 CH Manager No 2024-07-01 2026-01-01 9% 343.75 211.50 288.00 237.00
VER2011 VER2011-12 15628 CH Manager No 2024-07-02 2026-01-01 7% 343.75 211.50 232.70 232.70
VER2011 VER2011-10 15815 GB Consultant No 2024-07-02 2026-01-01 14% 212.21 128.25 444.00 423.00
VER2011 VER2011-6 10072 NL Director No 2024-07-08 2026-01-01 5% 305.00 274.50 152.00 144.00
VER2011 VER2011-16 15886 US Interim No 2024-08-02 2025-02-01 9% 128.25 128.25 94.00 94.00
VER2011 VER2011-18 16079 US Consultant No 2025-02-03 2025-08-01 6% 246.65 121.38 67.00 39.00
VER2011 VER2011-19 16117 AE Director No 2025-05-15 2026-01-01 1% 351.56 223.60 7.00 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
VER2011 15610
10.84
17.00
-6.16
9.42
31.00
-21.58
9.89
23.00
-13.11
10.37
7.00
3.37
10.36
0.00
10.36
9.90
0.00
9.90
10.85
0.00
10.85
9.89
0.00
9.89
10.36
0.00
10.36
10.85
0.00
10.85
9.42
0.00
9.42
10.85
0.00
10.85
123.00
78.00
45.00
VER2011 15845
4.70
0.00
4.70
4.08
0.00
4.08
4.28
0.00
4.28
4.49
0.00
4.49
3.47
0.00
3.47
 - - - - - - -
21.02
0.00
21.02
VER2011 15569
27.68
32.00
-4.32
24.06
25.50
-1.44
25.26
29.50
-4.24
26.47
27.00
-0.53
26.47
23.50
2.97
25.26
24.50
0.76
27.68
0.00
27.68
25.26
0.00
25.26
26.46
0.00
26.46
27.67
0.00
27.67
24.06
0.00
24.06
27.68
0.00
27.68
314.01
162.00
152.01
VER2011 15685
5.51
0.00
5.51
4.79
0.00
4.79
5.03
0.00
5.03
5.27
0.00
5.27
5.27
0.00
5.27
5.03
0.00
5.03
5.51
0.00
5.51
0.24
0.00
0.24
 - - - -
36.65
0.00
36.65
VER2011 15232
32.34
51.00
-18.66
28.12
0.00
28.12
29.52
0.00
29.52
30.94
0.00
30.94
30.94
0.00
30.94
29.52
0.00
29.52
32.34
0.00
32.34
29.52
0.00
29.52
30.93
0.00
30.93
32.34
0.00
32.34
28.12
0.00
28.12
32.34
0.00
32.34
366.97
51.00
315.97
VER2011 15999
10.35
23.00
-12.65
9.00
0.00
9.00
9.45
0.00
9.45
9.90
0.00
9.90
9.90
0.00
9.90
9.45
0.00
9.45
10.35
0.00
10.35
0.45
0.00
0.45
 - - - -
68.85
23.00
45.85
VER2011 15701
22.77
30.00
-7.23
19.80
36.00
-16.20
20.79
25.00
-4.21
21.78
8.00
13.78
21.78
18.00
3.78
20.78
24.00
-3.22
22.77
0.00
22.77
20.78
0.00
20.78
21.78
0.00
21.78
22.77
0.00
22.77
19.80
0.00
19.80
22.77
0.00
22.77
258.37
141.00
117.37
VER2011 15309
11.81
12.00
-0.19
10.28
8.00
2.28
10.79
4.50
6.29
11.31
5.00
6.31
11.31
5.00
6.31
10.79
6.00
4.79
11.81
0.00
11.81
10.79
0.00
10.79
11.31
0.00
11.31
11.82
0.00
11.82
10.28
0.00
10.28
11.81
0.00
11.81
134.11
40.50
93.61
VER2011 15662
5.56
0.00
5.56
4.84
0.00
4.84
5.08
0.00
5.08
5.32
0.00
5.32
5.32
0.00
5.32
5.08
0.00
5.08
5.56
0.00
5.56
5.08
0.00
5.08
5.32
0.00
5.32
5.56
0.00
5.56
4.83
0.00
4.83
5.56
0.00
5.56
63.11
0.00
63.11
VER2011 15597
16.81
29.00
-12.19
14.62
31.00
-16.38
15.35
24.00
-8.65
16.08
6.00
10.08
16.08
1.00
15.08
15.36
0.00
15.36
16.81
0.00
16.81
15.35
0.00
15.35
16.08
0.00
16.08
16.81
0.00
16.81
14.62
0.00
14.62
16.80
0.00
16.80
190.77
91.00
99.77
VER2011 15628
13.62
3.00
10.62
11.84
4.00
7.84
12.44
0.00
12.44
13.03
0.00
13.03
13.02
0.00
13.02
12.43
0.00
12.43
13.62
0.00
13.62
12.44
0.00
12.44
13.03
0.00
13.03
13.62
0.00
13.62
11.84
0.00
11.84
13.61
0.00
13.61
154.54
7.00
147.54
VER2011 15815
25.98
46.00
-20.02
22.60
45.00
-22.40
23.73
58.00
-34.27
24.85
15.00
9.85
24.85
0.00
24.85
23.73
0.00
23.73
25.98
0.00
25.98
23.73
0.00
23.73
24.85
0.00
24.85
25.99
0.00
25.99
22.60
0.00
22.60
25.99
0.00
25.99
294.88
164.00
130.88
VER2011 10072
8.98
1.00
7.98
7.82
0.00
7.82
8.21
0.00
8.21
8.59
0.00
8.59
8.59
0.00
8.59
8.21
0.00
8.21
8.98
0.00
8.98
8.21
0.00
8.21
8.60
0.00
8.60
8.98
0.00
8.98
7.82
0.00
7.82
8.99
0.00
8.99
101.98
1.00
100.98
VER2011 15886
16.51
2.00
14.51
 - - - - - - - - - - -
16.51
2.00
14.51
VER2011 16079 -
10.31
6.50
3.81
10.83
0.50
10.33
11.33
3.50
7.83
11.34
5.50
5.84
10.82
17.50
-6.68
11.86
5.50
6.36
0.51
0.00
0.51
 - - - -
67.00
39.00
28.00
VER2011 16117 - - - -
0.51
0.00
0.51
0.89
0.00
0.89
0.97
0.00
0.97
0.88
0.00
0.88
0.93
0.00
0.93
0.97
0.00
0.97
0.84
0.00
0.84
0.97
0.00
0.97
6.96
0.00
6.96