Client Analysis

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Client Metadata

Account ID

1004567

Account Name

1004567
Associated Projects
Project ID Project Name
VER1658 VER1658
VER1659 VER1659
VER2277 VER2277
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 3.79h, Written: 2.00h, Difference: 1.79h (53%)

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

£9k

 

Planned Fees

£9k

Discount:
£-0k (-3.4%)

Corrected Fees

£9k

Scope Change:
£0k (0.0%)

Written Hours

£21k

Unrealised:
£12k (135.7%)

Revenue Assigned

£20k

Leakage:
£-2k (-7.9%)

Invoiced

£20k

Billing:
£-0k (0.0%)

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)		 £4k £4k £4k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £5k £5k £5k £4k £2k £2k
2024 £4k £4k £4k £18k £17k £17k
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)		 £4k £-0k
(-4.5%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £5k £-0k
(-4.5%) 		£0k
(0.0%) 		£-1k
(-27.7%) 		£-1k
(-41.2%) 		£0k
(0.0%)
2024 £4k £-0k
(-2.2%) 		£0k
(0.0%) 		£14k
(333.6%) 		£-0k
(-1.1%) 		£-0k
(0.0%)
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 £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £8k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £8k
Written £0k - £1k £0k £0k £1k - - - - - - £4k
Revenue - £0k £1k £0k £0k - - - - - - - £2k
Invoiced - - £0k £1k £0k £0k - - - - - - £2k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £4k
Planned £2k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £4k
Corrected £2k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £4k
Written £5k £0k £3k £1k £0k - £1k £1k £0k £0k £5k - £18k
Revenue £5k £0k £3k £1k £0k - £1k £1k £0k £0k £5k £0k £17k
Invoiced - £5k £0k £3k - £2k - - - £2k £0k £5k £17k
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
VER1658 VER1658-1 15292 NL Manager No 2023-11-15 2025-01-01 0% 225.00 222.50 6.00 37.00
VER1658 VER1658-2 15757 NL Consultant No 2023-11-15 2025-01-01 0% 165.00 160.00 10.00 35.50
VER1659 VER1659-3 15292 NL Manager No 2023-11-15 2024-02-01 2% 225.00 222.50 7.00 8.00
VER1659 VER1659-4 15757 NL Consultant No 2023-11-15 2024-02-01 3% 165.00 160.00 12.00 12.00
VER2277 VER2277-1 15292 NL Manager No 2025-01-02 2026-01-01 1% 242.50 232.00 15.00 11.00
VER2277 VER2277-2 15757 NL Consultant No 2025-01-02 2026-01-01 1% 175.00 167.00 30.00 6.00
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
VER1658 15292
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1658 15757
0.03
0.00
0.03
 - - - - - - - - - - -
0.03
0.00
0.03
VER2277 15292
1.26
1.50
-0.24
1.15
0.00
1.15
1.21
5.00
-3.79
1.26
2.00
-0.74
1.26
0.50
0.76
1.21
2.00
-0.79
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
11.00
3.94
VER2277 15757
2.53
0.00
2.53
2.30
0.00
2.30
2.41
0.00
2.41
2.53
0.00
2.53
2.53
0.00
2.53
2.41
6.00
-3.59
2.64
0.00
2.64
2.42
0.00
2.42
2.53
0.00
2.53
2.64
0.00
2.64
2.30
0.00
2.30
2.64
0.00
2.64
29.88
6.00
23.88