Client Analysis

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Client Metadata

Account ID

1004445

Account Name

1004445
Associated Projects
Project ID Project Name
VER1551 VER1551
VER1570 VER1570
VER1571 VER1571
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 135.09h, Written: 163.50h, Difference: -28.41h (121%)

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

£495k

 

Planned Fees

£401k

Discount:
£-94k (-19.0%)

Corrected Fees

£635k

Scope Change:
£234k (58.5%)

Written Hours

£521k

Unrealised:
£-114k (-17.9%)

Revenue Assigned

£279k

Leakage:
£-242k (-46.4%)

Invoiced

£303k

Billing:
£24k (8.6%)

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 £85k £171k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £118k £106k £219k £212k £104k £113k
2024 £376k £295k £416k £310k £176k £191k
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 £-11k
(-11.8%) 		£87k
(102.4%) 		- - -
2025 (Actual)
(Up to July 2025)		 £118k £-12k
(-10.4%) 		£113k
(106.6%) 		£-8k
(-3.5%) 		£-108k
(-51.0%) 		£9k
(8.8%)
2024 £376k £-82k
(-21.7%) 		£121k
(41.2%) 		£-106k
(-25.5%) 		£-134k
(-43.3%) 		£15k
(8.5%)
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 £14k £13k £15k £18k £19k £18k £20k £18k £19k £20k £18k £20k £214k
Planned £13k £12k £14k £16k £17k £16k £18k £16k £17k £18k £16k £18k £191k
Corrected £27k £27k £29k £33k £35k £33k £36k £33k £35k £36k £31k £36k £390k
Written £28k £28k £26k £41k £47k £41k £1k - - - - - £212k
Revenue £17k £17k £15k £25k £30k - - - - - - - £104k
Invoiced £10k - - £47k £22k £33k - - - - - - £113k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £39k £43k £43k £26k £27k £24k £29k £29k £28k £31k £28k £31k £376k
Planned £31k £36k £36k £19k £20k £18k £22k £22k £22k £24k £22k £24k £295k
Corrected £44k £49k £49k £24k £26k £23k £30k £34k £33k £36k £33k £36k £416k
Written £31k £46k £30k £37k £28k £27k £23k £27k £16k £16k £12k £18k £310k
Revenue £15k £29k £16k £18k £17k £11k £17k £18k £9k £9k £6k £12k £176k
Invoiced £23k £20k £25k £15k £20k £15k £18k £13k £17k £9k £9k £7k £191k
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
VER1551 VER1551-1 15624 GB Senior Manager No 2023-09-04 2024-03-30 16% 276.16 356.25 186.00 185.00
VER1551 VER1551-5 15074 SE Manager No 2023-09-04 2024-03-30 1% 325.00 325.00 16.00 14.00
VER1551 VER1551-2 15701 US Manager No 2023-09-04 2024-03-30 17% 325.00 325.00 208.00 176.50
VER1551 VER1551-3 15639 GB Consultant No 2023-09-04 2024-03-30 4% 203.49 225.00 46.00 27.00
VER1551 VER1551-4 15309 GB Partner No 2023-09-04 2024-03-30 3% 363.37 0.00 40.00 40.00
VER1551 VER1551-6 15667 GB Manager No 2024-02-01 2024-03-30 10% 267.44 306.60 32.00 0.00
VER1570 VER1570-3 15546 ZA Consultant No 2023-10-19 2025-01-01 3% 97.50 175.00 80.00 0.00
VER1570 VER1570-5 15641 GB Consultant No 2023-10-19 2025-01-01 6% 203.49 175.00 160.00 0.00
VER1570 VER1570-4 15667 GB Manager No 2023-10-19 2025-01-01 10% 254.36 175.00 240.00 0.00
VER1570 VER1570-1 15672 US Manager No 2023-10-19 2025-01-01 10% 325.00 175.00 240.00 0.00
VER1570 VER1570-2 15701 US Manager No 2023-10-19 2025-01-01 10% 325.00 175.00 240.00 0.00
VER1571 VER1571-23 15701 US Manager No 2023-10-18 2026-01-01 0% 325.00 325.00 10.00 9.00
VER1571 VER1571-28 15701 US Manager No 2023-10-18 2026-01-01 4% 325.00 325.00 167.00 136.00
VER1571 VER1571-7 15672 US Manager No 2023-10-19 2026-01-01 0% 325.00 325.00 16.00 0.00
VER1571 VER1571-1 15672 US Manager No 2023-11-01 2026-01-01 2% 325.00 325.00 112.00 111.00
VER1571 VER1571-2 15672 US Manager No 2023-11-14 2026-01-01 0% 325.00 325.00 16.00 1.00
VER1571 VER1571-3 15672 US Manager No 2023-11-30 2026-01-01 0% 325.00 325.00 16.00 15.00
VER1571 VER1571-10 15701 US Manager No 2024-01-11 2026-01-01 6% 327.83 306.60 256.00 205.50
VER1571 VER1571-11 15701 US Manager No 2024-01-16 2026-01-01 0% 327.83 306.60 2.00 2.00
VER1571 VER1571-12 15701 US Manager No 2024-01-17 2026-01-01 7% 327.83 306.60 300.00 280.00
VER1571 VER1571-14 15701 US Manager No 2024-01-30 2026-01-01 1% 327.83 306.60 59.50 59.50
VER1571 VER1571-15 15701 US Manager No 2024-02-12 2026-01-01 0% 327.83 306.60 9.50 9.50
VER1571 VER1571-13 15592 US Consultant No 2024-03-20 2026-01-01 0% 252.36 221.70 8.00 3.00
VER1571 VER1571-16 15671 US Consultant No 2024-04-09 2026-01-01 0% 252.36 221.70 16.00 12.00
VER1571 VER1571-17 15886 US Interim No 2024-06-04 2026-01-01 4% 165.09 165.09 120.00 104.00
VER1571 VER1571-18 15074 SE Senior Manager No 2024-07-15 2026-01-01 1% 264.24 306.60 32.00 29.00
VER1571 VER1571-19 15701 US Manager No 2024-07-22 2026-01-01 14% 327.83 306.60 431.00 374.50
VER1571 VER1571-20 15886 US Interim No 2024-08-26 2026-01-01 2% 165.09 165.09 56.00 30.50
VER1571 VER1571-21 15701 US Manager No 2024-12-11 2026-01-01 1% 327.83 306.60 29.00 26.00
VER1571 VER1571-22 15701 US Manager No 2024-12-12 2026-01-01 3% 327.83 306.60 72.00 65.00
VER1571 VER1571-26 16079 US Consultant No 2025-02-03 2026-01-01 6% 246.65 156.25 116.00 92.00
VER1571 VER1571-24 16079 US Consultant No 2025-02-03 2026-01-01 10% 246.65 156.25 200.00 121.00
VER1571 VER1571-27 15701 US Manager No 2025-03-03 2026-01-01 1% 321.43 290.18 24.00 23.00
VER1571 VER1571-29 16079 US Consultant No 2025-04-01 2026-01-01 10% 246.65 156.25 160.00 44.50
VER1571 VER1571-31 15701 US Manager No 2025-05-01 2026-01-01 3% 321.43 290.18 40.00 1.00
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
VER1570 15546
0.25
0.00
0.25
 - - - - - - - - - - -
0.25
0.00
0.25
VER1570 15641
0.51
0.00
0.51
 - - - - - - - - - - -
0.51
0.00
0.51
VER1570 15667
0.76
0.00
0.76
 - - - - - - - - - - -
0.76
0.00
0.76
VER1570 15672
0.76
0.00
0.76
 - - - - - - - - - - -
0.76
0.00
0.76
VER1570 15701
0.76
0.00
0.76
 - - - - - - - - - - -
0.76
0.00
0.76
VER1571 15701
0.40
1.00
-0.60
0.35
1.00
-0.65
0.37
2.00
-1.63
0.38
5.00
-4.62
0.38
0.00
0.38
0.37
0.00
0.37
0.40
0.00
0.40
0.36
0.00
0.36
0.38
0.00
0.38
0.40
0.00
0.40
0.35
0.00
0.35
0.40
0.00
0.40
4.54
9.00
-4.46
VER1571 15701
6.66
0.00
6.66
5.79
0.00
5.79
6.08
0.00
6.08
6.37
17.00
-10.63
6.36
64.00
-57.64
6.08
55.00
-48.92
6.65
0.00
6.65
6.08
0.00
6.08
6.37
0.00
6.37
6.64
0.00
6.64
5.79
0.00
5.79
6.64
0.00
6.64
75.51
136.00
-60.49
VER1571 15672
0.64
0.00
0.64
0.56
0.00
0.56
0.58
0.00
0.58
0.61
0.00
0.61
0.61
0.00
0.61
0.59
0.00
0.59
0.64
0.00
0.64
0.58
0.00
0.58
0.61
0.00
0.61
0.64
0.00
0.64
0.56
0.00
0.56
0.64
0.00
0.64
7.26
0.00
7.26
VER1571 15672
4.54
0.00
4.54
3.96
0.00
3.96
4.15
0.00
4.15
4.34
0.00
4.34
4.34
0.00
4.34
4.15
0.00
4.15
4.54
0.00
4.54
4.16
0.00
4.16
4.35
0.00
4.35
4.54
0.00
4.54
3.96
0.00
3.96
4.54
0.00
4.54
51.57
0.00
51.57
VER1571 15672
0.66
0.00
0.66
0.57
0.00
0.57
0.60
0.00
0.60
0.63
0.00
0.63
0.63
0.00
0.63
0.61
0.00
0.61
0.66
0.00
0.66
0.61
0.00
0.61
0.63
0.00
0.63
0.66
0.00
0.66
0.58
0.00
0.58
0.66
0.00
0.66
7.50
0.00
7.50
VER1571 15672
0.67
0.00
0.67
0.59
0.00
0.59
0.62
0.00
0.62
0.64
0.00
0.64
0.64
0.00
0.64
0.62
0.00
0.62
0.67
0.00
0.67
0.62
0.00
0.62
0.65
0.00
0.65
0.67
0.00
0.67
0.59
0.00
0.59
0.67
0.00
0.67
7.65
0.00
7.65
VER1571 15701
11.41
6.00
5.41
9.92
1.00
8.92
10.42
1.00
9.42
10.91
0.00
10.91
10.91
0.00
10.91
10.42
5.00
5.42
11.41
0.00
11.41
10.42
0.00
10.42
10.92
0.00
10.92
11.40
0.00
11.40
9.93
0.00
9.93
11.40
0.00
11.40
129.47
13.00
116.47
VER1571 15701
0.09
0.00
0.09
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
1.01
0.00
1.01
VER1571 15701
13.48
0.00
13.48
11.71
4.00
7.71
12.30
2.00
10.30
12.89
1.00
11.89
12.89
0.00
12.89
12.30
3.00
9.30
13.48
0.00
13.48
12.30
0.00
12.30
12.89
0.00
12.89
13.48
0.00
13.48
11.72
0.00
11.72
13.48
0.00
13.48
152.92
10.00
142.92
VER1571 15701
2.71
0.00
2.71
2.37
0.00
2.37
2.49
0.00
2.49
2.60
0.00
2.60
2.61
0.00
2.61
2.48
0.00
2.48
2.71
0.00
2.71
2.49
0.00
2.49
2.61
0.00
2.61
2.71
0.00
2.71
2.37
0.00
2.37
2.71
0.00
2.71
30.86
0.00
30.86
VER1571 15701
0.45
0.00
0.45
0.39
0.00
0.39
0.40
0.00
0.40
0.42
0.00
0.42
0.42
0.00
0.42
0.40
0.00
0.40
0.45
0.00
0.45
0.40
0.00
0.40
0.42
0.00
0.42
0.44
0.00
0.44
0.39
0.00
0.39
0.44
0.00
0.44
5.02
0.00
5.02
VER1571 15592
0.40
0.00
0.40
0.34
0.00
0.34
0.36
0.00
0.36
0.38
0.00
0.38
0.38
0.00
0.38
0.36
0.00
0.36
0.40
0.00
0.40
0.35
0.00
0.35
0.37
0.00
0.37
0.40
0.00
0.40
0.34
0.00
0.34
0.39
0.00
0.39
4.47
0.00
4.47
VER1571 15671
0.81
0.00
0.81
0.71
0.00
0.71
0.74
0.00
0.74
0.78
0.00
0.78
0.77
0.00
0.77
0.74
0.00
0.74
0.81
0.00
0.81
0.74
0.00
0.74
0.78
0.00
0.78
0.82
0.00
0.82
0.70
0.00
0.70
0.82
0.00
0.82
9.22
0.00
9.22
VER1571 15886
6.69
4.50
2.19
5.81
0.00
5.81
6.10
0.00
6.10
6.39
0.00
6.39
6.39
0.00
6.39
6.10
0.00
6.10
6.68
0.00
6.68
6.11
0.00
6.11
6.39
0.00
6.39
6.69
0.00
6.69
5.81
0.00
5.81
6.68
0.00
6.68
75.84
4.50
71.34
VER1571 15074
1.92
0.00
1.92
1.67
0.00
1.67
1.75
0.00
1.75
1.83
0.00
1.83
1.83
0.00
1.83
1.75
0.00
1.75
1.92
0.00
1.92
1.75
0.00
1.75
1.83
0.00
1.83
1.92
0.00
1.92
1.67
0.00
1.67
1.92
0.00
1.92
21.76
0.00
21.76
VER1571 15701
26.15
69.00
-42.85
22.74
58.00
-35.26
23.88
46.00
-22.12
25.03
49.00
-23.97
25.02
16.50
8.52
23.88
24.00
-0.12
26.16
0.00
26.16
23.88
0.00
23.88
25.02
0.00
25.02
26.16
0.00
26.16
22.74
0.00
22.74
26.16
0.00
26.16
296.82
262.50
34.32
VER1571 15886
3.64
13.00
-9.36
3.16
0.00
3.16
3.32
0.00
3.32
3.48
0.00
3.48
3.48
0.00
3.48
3.32
0.00
3.32
3.64
0.00
3.64
3.32
0.00
3.32
3.48
0.00
3.48
3.64
0.00
3.64
3.17
0.00
3.17
3.64
0.00
3.64
41.29
13.00
28.29
VER1571 15701
2.41
1.00
1.41
2.09
2.00
0.09
2.20
4.00
-1.80
2.31
4.00
-1.69
2.31
10.00
-7.69
2.20
3.00
-0.80
2.40
0.00
2.40
2.20
0.00
2.20
2.31
0.00
2.31
2.40
0.00
2.40
2.09
0.00
2.09
2.40
0.00
2.40
27.32
24.00
3.32
VER1571 15701
6.00
4.50
1.50
5.22
13.00
-7.78
5.48
15.50
-10.02
5.74
5.00
0.74
5.74
20.00
-14.26
5.48
2.00
3.48
6.00
0.00
6.00
5.48
0.00
5.48
5.74
0.00
5.74
6.00
0.00
6.00
5.22
0.00
5.22
5.99
0.00
5.99
68.09
60.00
8.09
VER1571 16079 -
9.71
18.50
-8.79
10.19
18.00
-7.81
10.68
21.50
-10.82
10.68
13.00
-2.32
10.20
21.00
-10.80
11.16
0.00
11.16
10.19
0.00
10.19
10.67
0.00
10.67
11.16
0.00
11.16
9.71
0.00
9.71
11.16
0.00
11.16
115.51
92.00
23.51
VER1571 16079 -
16.74
4.00
12.74
17.57
10.50
7.07
18.41
27.50
-9.09
18.41
41.00
-22.59
17.58
38.00
-20.42
19.25
1.50
17.75
17.57
0.00
17.57
18.41
0.00
18.41
19.24
0.00
19.24
16.74
0.00
16.74
19.24
0.00
19.24
199.16
122.50
76.66
VER1571 15701 - -
2.30
0.00
2.30
2.41
22.00
-19.59
2.41
1.00
1.41
2.30
0.00
2.30
2.52
0.00
2.52
2.30
0.00
2.30
2.41
0.00
2.41
2.52
0.00
2.52
2.20
0.00
2.20
2.52
0.00
2.52
23.89
23.00
0.89
VER1571 16079 - - -
17.78
11.50
6.28
17.78
20.00
-2.22
16.96
13.00
3.96
18.58
5.50
13.08
16.98
0.00
16.98
17.78
0.00
17.78
18.58
0.00
18.58
16.16
0.00
16.16
18.60
0.00
18.60
159.20
50.00
109.20
VER1571 15701 - - - -
5.00
0.00
5.00
4.77
1.00
3.77
5.23
0.00
5.23
4.77
0.00
4.77
5.00
0.00
5.00
5.23
0.00
5.23
4.55
0.00
4.55
5.22
0.00
5.22
39.77
1.00
38.77