Client Analysis

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Client Metadata

Account ID

1004378

Account Name

1004378
Associated Projects
Project ID Project Name
VER1559 VER1559
VER1705 VER1705
VER1777 VER1777
VER1782 VER1782
VER1792 VER1792
VER1793 VER1793
VER1828 VER1828
VER1902 VER1902
VER1988 VER1988
VER1998 VER1998
VER2018 VER2018
VER2301 VER2301
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 38.06h, Written: 51.50h, Difference: -13.44h (135%)

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

£1,157k

 

Planned Fees

£860k

Discount:
£-297k (-25.6%)

Corrected Fees

£919k

Scope Change:
£58k (6.8%)

Written Hours

£859k

Unrealised:
£-60k (-6.5%)

Revenue Assigned

£863k

Leakage:
£5k (0.6%)

Invoiced

£834k

Billing:
£-29k (-3.4%)

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)		 £11k £9k £9k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £77k £66k £61k £63k £54k £54k
2024 £1,079k £794k £857k £795k £809k £780k
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)		 £11k £-2k
(-14.3%) 		£-1k
(-6.1%) 		- - -
2025 (Actual)
(Up to July 2025)		 £77k £-11k
(-14.4%) 		£-5k
(-7.0%) 		£2k
(3.1%) 		£-9k
(-15.0%) 		£-0k
(-0.4%)
2024 £1,079k £-285k
(-26.4%) 		£63k
(8.0%) 		£-62k
(-7.2%) 		£14k
(1.8%) 		£-29k
(-3.6%)
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 £10k £10k £11k £12k £11k £11k £12k £11k - - - - £88k
Planned £8k £9k £9k £10k £10k £9k £10k £9k - - - - £76k
Corrected £7k £8k £9k £9k £9k £9k £10k £9k - - - - £70k
Written £8k £7k £16k £13k £10k £10k - - - - - - £63k
Revenue £8k £7k £16k £12k £11k - - - - - - - £54k
Invoiced - £8k £7k £16k £23k - - - - - - - £54k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £71k £104k £144k £115k £126k £102k £146k £95k £89k £38k £34k £16k £1,079k
Planned £56k £74k £103k £80k £89k £73k £105k £76k £71k £29k £27k £12k £794k
Corrected £56k £74k £104k £89k £99k £81k £117k £86k £81k £30k £28k £10k £857k
Written £56k £72k £103k £81k £95k £93k £114k £74k £70k £16k £17k £5k £795k
Revenue £55k £73k £98k £67k £120k £93k £108k £84k £72k £17k £17k £5k £809k
Invoiced £33k £48k £80k £73k £79k £94k £92k £114k £75k £70k £16k £6k £780k
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
VER1559 VER1559-2 15240 GB Interim No 2023-10-09 2024-03-30 97% 145.35 145.35 968.00 944.00
VER1705 VER1705-1 15061 GB Manager No 2024-01-23 2024-05-01 94% 267.44 145.35 544.00 544.00
VER1777 VER1777-1 15299 GB Senior Manager No 2024-01-02 2024-03-30 61% 290.70 210.76 312.00 294.50
VER1782 VER1782-4 15667 GB Manager No 2024-03-01 2024-06-01 17% 267.44 152.62 88.00 53.00
VER1792 VER1792-1 15624 GB Senior Manager No 2024-02-26 2024-10-01 87% 290.70 218.02 1088.00 1038.00
VER1793 VER1793-1 15299 GB Senior Manager No 2024-04-16 2025-01-01 12% 290.70 210.76 172.00 172.00
VER1828 VER1828-1 15240 GB Interim No 2024-04-01 2024-10-01 95% 152.62 152.62 1000.00 916.00
VER1902 VER1902-1 15061 GB Manager No 2024-05-01 2024-08-01 97% 267.44 152.62 520.00 480.00
VER1988 VER1988-1 15843 IN Manager No 2024-06-12 2024-08-01 3% 235.00 197.67 8.00 6.50
VER1998 VER1998-3 7000015 N/A N/A No 2024-07-01 2024-12-17 2% 217.59 217.59 16.00 0.00
VER1998 VER1998-8 15697 ZA Manager No 2024-07-01 2024-12-17 0% 142.50 197.67 0.00 0.00
VER1998 VER1998-6 15843 IN Manager No 2024-07-01 2024-12-17 1% 235.00 197.67 12.00 11.00
VER1998 VER1998-2 15843 IN Manager No 2024-07-01 2024-12-17 1% 235.00 197.67 8.00 11.50
VER1998 VER1998-7 15478 GB Manager No 2024-07-01 2024-12-17 10% 267.44 197.67 98.00 56.00
VER1998 VER1998-1 15856 GB Manager No 2024-07-01 2024-12-17 9% 267.44 197.67 87.00 87.00
VER1998 VER1998-9 15473 IN Business Associate No 2024-11-01 2024-12-17 8% 197.67 197.67 20.00 14.50
VER2018 VER2018-1 15299 GB Senior Manager No 2024-07-02 2024-11-30 39% 290.70 210.76 336.00 297.00
VER2301 VER2301-1 15299 GB Senior Manager No 2025-01-06 2025-08-30 6% 306.55 260.57 78.50 78.50
VER2301 VER2301-2 15478 GB Manager No 2025-01-09 2025-08-30 9% 278.27 236.55 114.00 96.00
VER2301 VER2301-3 15473 IN Business Associate No 2025-01-14 2025-08-30 7% 236.55 236.55 96.00 81.50
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
VER1793 15299
0.92
0.00
0.92
 - - - - - - - - - - -
0.92
0.00
0.92
VER2301 15299
9.23
16.00
-6.77
9.23
8.50
0.73
9.70
25.50
-15.80
10.16
20.00
-9.84
10.16
8.50
1.66
9.70
0.00
9.70
10.62
0.00
10.62
9.70
0.00
9.70
 - - - -
78.50
78.50
0.00
VER2301 15478
11.61
14.00
-2.39
13.66
19.00
-5.34
14.34
23.00
-8.66
15.02
1.00
14.02
15.02
17.00
-1.98
14.33
22.00
-7.67
15.70
0.00
15.70
14.32
0.00
14.32
 - - - -
114.00
96.00
18.00
VER2301 15473
8.20
3.00
5.20
11.71
0.00
11.71
12.29
15.50
-3.21
12.88
30.50
-17.62
12.87
17.50
-4.63
12.29
19.00
-6.71
13.46
0.00
13.46
12.30
0.00
12.30
 - - - -
96.00
85.50
10.50