Client Analysis

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Client Metadata

Account ID

1004584

Account Name

1004584
Associated Projects
Project ID Project Name
VER1618 VER1618
VER2205 VER2205
VER2508 VER2508
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 8.48h, Written: 27.50h, Difference: -19.02h (324%)

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

£22k

 

Planned Fees

£20k

Discount:
£-2k (-8.0%)

Corrected Fees

£20k

Scope Change:
£0k (0.0%)

Written Hours

£26k

Unrealised:
£6k (27.6%)

Revenue Assigned

£38k

Leakage:
£12k (48.3%)

Invoiced

£40k

Billing:
£2k (6.3%)

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 £9k £9k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £15k £14k £14k £11k £19k £20k
2024 £7k £6k £6k £15k £19k £20k
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
(-7.6%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £15k £-1k
(-8.1%) 		£0k
(0.0%) 		£-3k
(-19.6%) 		£8k
(76.2%) 		£1k
(4.3%)
2024 £7k £-1k
(-7.8%) 		£0k
(0.0%) 		£8k
(129.7%) 		£4k
(27.2%) 		£2k
(8.4%)
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 £3k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £24k
Planned £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £22k
Corrected £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £2k £22k
Written £2k - - £5k £2k £1k - - - - - - £11k
Revenue £1k £0k - £15k £2k - - - - - - - £19k
Invoiced - - - - £15k £5k - - - - - - £20k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £1k £3k £7k
Planned £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £1k £3k £6k
Corrected £0k £0k £0k £0k £0k £0k £0k £0k £0k £0k £1k £3k £6k
Written £1k - £0k £5k - - - - - - £3k £6k £15k
Revenue - - £6k £5k - - - - - - - £8k £19k
Invoiced - - - - £10k - - - - - - £10k £20k
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
VER1618 VER1618-1 15403 NL Senior Manager No 2023-11-28 2025-01-01 1% 250.00 235.00 16.00 29.00
VER1618 VER1618-4 15635 NL Senior Consultant No 2024-01-02 2025-01-01 0% 205.00 190.00 0.00 10.00
VER2205 VER2205-5 128 NL Partner No 2024-11-15 2025-04-01 1% 397.50 300.00 8.00 13.00
VER2205 VER2205-6 15659 NL Senior Consultant No 2024-11-20 2025-04-01 3% 205.00 200.00 25.00 30.00
VER2205 VER2205-7 16004 BE Senior Consultant No 2024-12-05 2025-04-01 2% 205.00 200.00 12.00 3.00
VER2508 VER2508-6 128 NL Director No 2025-04-01 2026-01-01 0% 312.50 282.00 1.00 0.00
VER2508 VER2508-3 128 NL Director No 2025-04-01 2026-01-01 1% 312.50 282.00 20.00 10.50
VER2508 VER2508-7 15659 NL Senior Consultant No 2025-04-01 2026-01-01 0% 210.00 195.00 1.00 0.00
VER2508 VER2508-4 15659 NL Senior Consultant No 2025-04-01 2026-01-01 2% 210.00 195.00 35.00 17.00
VER2508 VER2508-5 15808 NL Consultant No 2025-04-01 2026-01-01 1% 175.00 169.00 15.00 15.00
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
VER1618 15403
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2205 128
1.88
3.50
-1.62
1.63
0.00
1.63
1.71
0.00
1.71
0.08
0.00
0.08
 - - - - - - - -
5.30
3.50
1.80
VER2205 15659
6.05
5.00
1.05
5.26
0.00
5.26
5.53
0.00
5.53
0.26
0.00
0.26
 - - - - - - - -
17.10
5.00
12.10
VER2205 16004
3.29
1.00
2.29
2.86
0.00
2.86
3.00
0.00
3.00
0.14
0.00
0.14
 - - - - - - - -
9.29
1.00
8.29
VER2508 128 - - -
0.11
0.00
0.11
0.11
0.00
0.11
0.11
0.00
0.11
0.12
0.00
0.12
0.10
0.00
0.10
0.11
0.00
0.11
0.12
0.00
0.12
0.10
0.00
0.10
0.12
0.00
0.12
1.00
0.00
1.00
VER2508 128 - - -
2.22
4.50
-2.28
2.22
4.00
-1.78
2.12
2.00
0.12
2.32
0.00
2.32
2.12
0.00
2.12
2.22
0.00
2.22
2.33
0.00
2.33
2.02
0.00
2.02
2.33
0.00
2.33
19.90
10.50
9.40
VER2508 15659 - - -
0.11
0.00
0.11
0.11
0.00
0.11
0.11
0.00
0.11
0.12
0.00
0.12
0.10
0.00
0.10
0.11
0.00
0.11
0.12
0.00
0.12
0.10
0.00
0.10
0.12
0.00
0.12
1.00
0.00
1.00
VER2508 15659 - - -
3.89
8.00
-4.11
3.89
7.00
-3.11
3.71
2.00
1.71
4.07
0.00
4.07
3.71
0.00
3.71
3.89
0.00
3.89
4.06
0.00
4.06
3.54
0.00
3.54
4.06
0.00
4.06
34.82
17.00
17.82
VER2508 15808 - - -
1.67
15.00
-13.33
1.67
0.00
1.67
1.59
0.00
1.59
1.74
0.00
1.74
1.59
0.00
1.59
1.67
0.00
1.67
1.74
0.00
1.74
1.51
0.00
1.51
1.74
0.00
1.74
14.92
15.00
-0.08