Client Analysis


Client Metadata

Account ID

1004582

Account Name

1004582
Associated Projects
Project ID Project Name
VER1617 VER1617
VER1668 VER1668
VER1990 VER1990
VER2369 VER2369

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

£346k

 

Planned Fees

£216k

Discount:
£-130k (-37.6%)

Corrected Fees

£199k

Scope Change:
£-17k (-8.1%)

Written Hours

£190k

Unrealised:
£-8k (-4.3%)

Revenue Assigned

£192k

Leakage:
£2k (1.0%)

Invoiced

£130k

Billing:
£-62k (-32.1%)

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)
£41k £20k £20k £13k £13k £0k
2024 £305k £196k £178k £177k £179k £130k
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)
£41k £-20k
(-50.2%)
£0k
(0.0%)
£-7k
(-36.3%)
£-0k
(-0.8%)
£-13k
(-100.0%)
2024 £305k £-110k
(-35.9%)
£-17k
(-8.9%)
£-1k
(-0.6%)
£2k
(1.1%)
£-49k
(-27.2%)
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 £41k - - - - - - - - - - - £41k
Planned £20k - - - - - - - - - - - £20k
Corrected £20k - - - - - - - - - - - £20k
Written £13k - - - - - - - - - - - £13k
Revenue £13k - - - - - - - - - - - £13k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £20k £22k £22k £23k £22k £26k £30k £29k £27k £30k £26k £29k £305k
Planned £15k £16k £16k £17k £14k £16k £18k £17k £16k £18k £16k £17k £196k
Corrected £15k £16k £16k £17k £12k £12k £14k £13k £13k £18k £16k £17k £178k
Written £16k £15k £15k £17k £11k £2k £19k £18k £15k £21k £12k £16k £177k
Revenue £17k £15k £15k £17k £4k £9k £19k £19k £15k £21k - £29k £179k
Invoiced £7k £16k £15k £15k £17k - £7k - £22k £33k - - £130k
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
VER1617 VER1617-1 15700 SE Consultant No 2023-11-13 2024-05-11 44% 103.54 103.54 460.00 472.00
VER1668 VER1668-1 15700 SE Consultant No 2024-01-09 2024-05-01 49% 172.56 99.22 320.00 288.00
VER1990 VER1990-1 15700 SE Consultant No 2024-05-14 2024-10-01 73% 172.56 103.54 592.00 592.00
VER1990 VER1990-4 15700 SE Consultant No 2024-10-01 2024-11-30 91% 172.56 103.54 320.00 320.00
VER1990 VER1990-6 15700 SE Consultant No 2024-12-02 2025-01-01 96% 172.56 103.54 176.00 156.00
VER2369 VER2369-1 15700 SE Senior Consultant No 2025-01-02 2025-02-01 105% 213.09 105.45 184.00 122.00
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
VER1990 15700
7.65
0.00
7.65
- - - - - - - - - - -
7.65
0.00
7.65
VER2369 15700
184.00
122.00
62.00
- - - - - - - - - - -
184.00
122.00
62.00