Client Analysis

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Client Metadata

Account ID

1004406

Account Name

1004406
Associated Projects
Project ID Project Name
VER1757 VER1757
VER2255 VER2255
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 6.56h, Written: 5.50h, Difference: 1.06h (84%)

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

£39k

 

Planned Fees

£35k

Discount:
£-3k (-8.6%)

Corrected Fees

£31k

Scope Change:
£-5k (-13.7%)

Written Hours

£26k

Unrealised:
£-4k (-13.7%)

Revenue Assigned

£30k

Leakage:
£3k (12.7%)

Invoiced

£42k

Billing:
£12k (41.9%)

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)		 £9k £8k £8k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £13k £11k £11k £9k £8k £19k
2024 £26k £24k £19k £17k £22k £23k
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)		 £9k £-1k
(-9.3%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £13k £-1k
(-9.3%) 		£-0k
(-0.2%) 		£-2k
(-21.5%) 		£-1k
(-12.3%) 		£11k
(145.6%)
2024 £26k £-2k
(-8.2%) 		£-5k
(-20.1%) 		£-2k
(-9.1%) 		£4k
(25.6%) 		£1k
(4.8%)
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 £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £22k
Planned £2k £1k £2k £2k £2k £2k £2k £2k £2k £2k £1k £2k £20k
Corrected £2k £1k £2k £2k £2k £2k £2k £2k £2k £2k £1k £2k £20k
Written - £3k £2k £1k £3k - - - - - - - £9k
Revenue - £3k £2k £1k £2k - - - - - - - £8k
Invoiced - - £19k - - £0k - - - - - - £19k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £26k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £24k
Corrected £2k £2k £2k £2k £2k £1k £2k £2k £2k £2k £2k £2k £19k
Written £2k £2k £2k £2k £2k £2k £3k £0k - £2k £1k £1k £17k
Revenue - £6k £3k £1k £1k £2k £4k £0k - £3k £1k £1k £22k
Invoiced - £21k - - - - £2k - - - - - £23k
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
VER1757 VER1757-2 100 NL Partner No 2024-01-02 2025-01-01 0% 397.50 320.00 0.00 0.00
VER1757 VER1757-6 100 NL Partner No 2024-01-02 2025-01-01 0% 397.50 320.00 6.50 6.50
VER1757 VER1757-9 172 NL Senior Manager No 2024-01-02 2025-01-01 0% 262.50 245.00 3.00 4.00
VER1757 VER1757-7 15332 NL Manager No 2024-01-02 2025-01-01 0% 235.00 245.00 9.00 9.00
VER1757 VER1757-8 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 222.50 2.00 2.00
VER1757 VER1757-1 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 222.50 8.00 8.00
VER1757 VER1757-5 15292 NL Manager No 2024-01-02 2025-01-01 3% 235.00 222.50 54.00 61.00
VER2255 VER2255-3 100 NL Partner No 2025-01-02 2026-01-01 0% 407.50 330.50 1.00 0.00
VER2255 VER2255-8 100 NL Partner No 2025-01-02 2026-01-01 1% 407.50 330.50 15.00 6.50
VER2255 VER2255-2 15292 NL Manager No 2025-01-02 2026-01-01 0% 242.50 230.00 1.00 1.00
VER2255 VER2255-7 15292 NL Manager No 2025-01-02 2026-01-01 3% 242.50 230.00 61.00 28.50
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
VER1757 100
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1757 172
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1757 15332
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1757 15292
0.01
0.00
0.01
 - - - - - - - - - - -
0.01
0.00
0.01
VER1757 15292
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER1757 15292
0.21
0.00
0.21
 - - - - - - - - - - -
0.21
0.00
0.21
VER2255 100
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2255 100
1.26
0.00
1.26
1.15
3.50
-2.35
1.21
0.00
1.21
1.26
0.00
1.26
1.26
3.00
-1.74
1.21
0.00
1.21
1.32
0.00
1.32
1.21
0.00
1.21
1.27
0.00
1.27
1.32
0.00
1.32
1.15
0.00
1.15
1.32
0.00
1.32
14.94
6.50
8.44
VER2255 15292
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
1.00
-0.92
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
1.00
0.00
VER2255 15292
5.14
0.00
5.14
4.67
7.50
-2.83
4.91
7.00
-2.09
5.14
5.50
-0.36
5.14
8.50
-3.36
4.91
0.00
4.91
5.38
0.00
5.38
4.91
0.00
4.91
5.14
0.00
5.14
5.38
0.00
5.38
4.67
0.00
4.67
5.38
0.00
5.38
60.77
28.50
32.27