Client Analysis

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Client Metadata

Account ID

1004337

Account Name

1004337
Associated Projects
Project ID Project Name
VER1529 VER1529
VER2151 VER2151
VER2155 VER2155
VER2281 VER2281
VER2348 VER2348
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 202.64h, Written: 191.00h, Difference: 11.64h (94%)

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

£447k

 

Planned Fees

£443k

Discount:
£-4k (-0.9%)

Corrected Fees

£410k

Scope Change:
£-33k (-7.4%)

Written Hours

£370k

Unrealised:
£-40k (-9.8%)

Revenue Assigned

£332k

Leakage:
£-38k (-10.2%)

Invoiced

£271k

Billing:
£-61k (-18.4%)

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)		 £2k £2k £1k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £335k £336k £303k £283k £247k £160k
2024 £113k £107k £107k £88k £86k £111k
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)		 £2k £0k
(0.8%) 		£-0k
(-13.9%) 		- - -
2025 (Actual)
(Up to July 2025)		 £335k £1k
(0.4%) 		£-33k
(-9.8%) 		£-20k
(-6.8%) 		£-36k
(-12.8%) 		£-86k
(-35.0%)
2024 £113k £-5k
(-4.8%) 		£-0k
(0.0%) 		£-20k
(-18.2%) 		£-2k
(-2.1%) 		£25k
(29.1%)
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 £49k £51k £53k £56k £45k £43k £38k £2k - - - - £336k
Planned £49k £51k £53k £56k £46k £43k £38k £2k - - - - £338k
Corrected £45k £46k £49k £51k £41k £38k £33k £1k - - - - £304k
Written £51k £64k £53k £47k £41k £26k £1k - - - - - £283k
Revenue £20k £84k £62k £39k £41k - - - - - - - £247k
Invoiced £50k - £80k £30k - - - - - - - - £160k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £21k £19k £19k - - - - - - £12k £18k £22k £113k
Planned £19k £18k £18k - - - - - - £12k £18k £22k £107k
Corrected £19k £18k £18k - - - - - - £12k £18k £22k £107k
Written £19k £7k £1k - - - - - - £14k £30k £18k £88k
Revenue £21k £6k £2k - - - - - - £2k £36k £19k £86k
Invoiced £62k £19k - - - - - - - - £30k - £111k
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
VER1529 VER1529-1 903 NL Partner No 2023-08-01 2024-03-30 2% 375.00 343.75 32.00 28.00
VER1529 VER1529-2 15610 GB Director No 2023-08-01 2024-03-30 11% 305.23 265.00 158.00 143.50
VER1529 VER1529-3 15662 GB Business Associate No 2023-08-01 2024-03-30 17% 231.25 231.25 230.00 230.00
VER1529 VER1529-4 15489 NL Consultant No 2023-08-01 2024-03-30 20% 165.00 150.00 272.00 252.00
VER2151 VER2151-4 15662 GB Business Associate No 2024-10-14 2025-07-02 21% 261.25 261.25 320.00 307.00
VER2155 VER2155-4 15662 GB Business Associate No 2024-10-14 2025-05-01 10% 290.00 290.00 120.00 120.00
VER2155 VER2155-5 15640 GB Consultant No 2024-10-14 2025-05-01 10% 212.21 205.00 120.00 120.00
VER2155 VER2155-9 903 NL Partner No 2025-01-06 2025-05-01 2% 407.50 392.50 16.00 5.50
VER2281 VER2281-5 15726 NL Senior Consultant No 2024-12-17 2025-08-01 18% 205.00 220.63 240.00 191.50
VER2281 VER2281-9 15662 GB Business Associate No 2025-01-07 2025-08-01 10% 287.50 287.50 115.50 115.50
VER2281 VER2281-4 15662 GB Business Associate No 2025-01-08 2025-08-01 0% 287.50 287.50 4.50 6.50
VER2348 VER2348-6 15590 NL Senior Consultant No 2025-01-13 2025-08-01 17% 210.00 206.25 192.00 282.00
VER2348 VER2348-5 15662 GB Business Associate No 2025-01-14 2025-08-01 19% 262.23 262.23 224.00 206.00
VER2348 VER2348-4 10072 NL Director No 2025-01-15 2025-08-01 6% 312.50 302.50 72.00 37.00
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
VER2151 15662
39.15
32.00
7.15
34.04
32.00
2.04
35.75
34.00
1.75
37.45
34.00
3.45
37.44
52.00
-14.56
35.75
53.00
-17.25
3.40
0.00
3.40
 - - - - -
222.98
237.00
-14.02
VER2155 15662
19.17
23.50
-4.33
16.67
11.00
5.67
17.50
1.00
16.50
18.33
0.00
18.33
0.83
0.00
0.83
 - - - - - - -
72.50
35.50
37.00
VER2155 15640
19.17
16.00
3.17
16.67
14.00
2.67
17.50
7.00
10.50
18.33
0.00
18.33
0.83
0.00
0.83
 - - - - - - -
72.50
37.00
35.50
VER2155 903
3.81
5.50
-1.69
3.81
0.00
3.81
4.00
0.00
4.00
4.19
0.00
4.19
0.19
0.00
0.19
 - - - - - - -
16.00
5.50
10.50
VER2281 15726
33.66
10.00
23.66
29.27
26.00
3.27
30.73
30.00
0.73
32.19
32.50
-0.31
32.20
58.50
-26.30
30.73
28.50
2.23
33.66
0.00
33.66
1.46
0.00
1.46
 - - - -
223.90
185.50
38.40
VER2281 15662
14.73
16.50
-1.77
15.50
28.00
-12.50
16.28
38.50
-22.22
17.05
12.50
4.55
17.05
16.00
1.05
16.28
4.00
12.28
17.83
0.00
17.83
0.78
0.00
0.78
 - - - -
115.50
115.50
0.00
VER2281 15662
0.54
6.50
-5.96
0.61
0.00
0.61
0.64
0.00
0.64
0.67
0.00
0.67
0.67
0.00
0.67
0.64
0.00
0.64
0.70
0.00
0.70
0.03
0.00
0.03
 - - - -
4.50
6.50
-2.00
VER2348 15590
19.86
52.00
-32.14
26.48
77.00
-50.52
27.81
69.00
-41.19
29.13
47.00
-17.87
29.13
15.00
14.13
27.81
22.00
5.81
30.46
6.00
24.46
1.32
0.00
1.32
 - - - -
192.00
288.00
-96.00
VER2348 15662
21.78
30.00
-8.22
31.11
50.50
-19.39
32.67
38.50
-5.83
34.22
61.00
-26.78
34.22
26.00
8.22
32.67
0.00
32.67
35.77
0.00
35.77
1.56
0.00
1.56
 - - - -
224.00
206.00
18.00
VER2348 10072
6.55
9.00
-2.45
10.07
22.00
-11.93
10.57
2.00
8.57
11.08
4.00
7.08
11.08
0.00
11.08
10.57
0.00
10.57
11.58
0.00
11.58
0.50
0.00
0.50
 - - - -
72.00
37.00
35.00