Client Analysis


Client Metadata

Account ID

1004455

Account Name

1004455
Associated Projects
Project ID Project Name
VER1897 VER1897
VER2034 VER2034

Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 0.00h, Written: 0.00h, Difference: 0.00h (N/A%)

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

£97k

 

Planned Fees

£76k

Discount:
£-21k (-21.8%)

Corrected Fees

£64k

Scope Change:
£-12k (-15.7%)

Written Hours

£57k

Unrealised:
£-7k (-11.3%)

Revenue Assigned

£57k

Leakage:
£1k (1.6%)

Invoiced

£58k

Billing:
£0k (0.1%)

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)
£0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)
£0k £0k £0k £0k £0k £3k
2024 £97k £76k £64k £57k £57k £55k
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)
£0k £0k
(0.0%)
£0k
(0.0%)
- - -
2025 (Actual)
(Up to July 2025)
£0k £-0k
(-22.4%)
£-0k
(-4.9%)
£-0k
(-100.0%)
£0k
(0.0%)
£3k
(0.0%)
2024 £97k £-21k
(-21.8%)
£-12k
(-15.7%)
£-7k
(-11.1%)
£1k
(1.6%)
£-3k
(-4.7%)
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 £0k - - - - - - - - - - - £0k
Planned £0k - - - - - - - - - - - £0k
Corrected £0k - - - - - - - - - - - £0k
Written - - - - - - - - - - - - £0k
Revenue - - - - - - - - - - - - £0k
Invoiced £3k - - - - - - - - - - - £3k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - £10k £11k £9k £16k £16k £16k £11k £4k £4k £97k
Planned - - - £8k £8k £7k £12k £13k £12k £9k £3k £3k £76k
Corrected - - - £6k £7k £6k £11k £11k £11k £7k £3k £3k £64k
Written - - - £6k £7k £7k £12k £4k £11k £7k £2k £1k £57k
Revenue - - - £6k £7k £7k £11k £5k £11k £8k £1k £1k £57k
Invoiced - - - - £6k £7k £7k £12k £4k £12k £7k - £55k
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
VER1897 VER1897-2 903 NL Partner No 2024-04-01 2025-01-01 0% 397.50 337.50 0.00 0.00
VER1897 VER1897-6 15614 NL Consultant No 2024-04-01 2025-01-01 7% 172.50 123.75 112.00 67.00
VER1897 VER1897-1 15074 SE Senior Manager No 2024-04-02 2024-11-01 13% 264.24 202.50 163.00 163.00
VER1897 VER1897-7 16017 NL Senior Manager No 2024-11-01 2025-01-01 4% 262.50 202.50 13.00 13.00
VER2034 VER2034-1 15610 GB Director No 2024-07-08 2024-10-02 5% 325.58 258.75 24.00 24.00
VER2034 VER2034-2 15894 DE Manager No 2024-07-08 2024-10-02 8% 235.00 202.50 40.00 32.00
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
VER1897 15614
0.57
0.00
0.57
- - - - - - - - - - -
0.57
0.00
0.57
VER1897 16017
0.30
0.00
0.30
- - - - - - - - - - -
0.30
0.00
0.30