Client Analysis

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Client Metadata

Account ID

1004653

Account Name

1004653
Associated Projects
Project ID Project Name
VER1637 VER1637
VER1854 VER1854
VER2137 VER2137
VER2506 VER2506
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 437.20h, Written: 510.00h, Difference: -72.80h (117%)

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

£1,834k

 

Planned Fees

£1,695k

Discount:
£-139k (-7.6%)

Corrected Fees

£1,792k

Scope Change:
£97k (5.7%)

Written Hours

£1,304k

Unrealised:
£-488k (-27.2%)

Revenue Assigned

£1,156k

Leakage:
£-148k (-11.3%)

Invoiced

£1,244k

Billing:
£88k (7.6%)

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)		 £269k £237k £237k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £760k £657k £705k £572k £484k £582k
2024 £1,074k £1,038k £1,087k £732k £672k £663k
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)		 £269k £-33k
(-12.2%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £760k £-103k
(-13.6%) 		£48k
(7.3%) 		£-133k
(-18.8%) 		£-88k
(-15.4%) 		£98k
(20.2%)
2024 £1,074k £-36k
(-3.3%) 		£49k
(4.7%) 		£-355k
(-32.7%) 		£-60k
(-8.1%) 		£-10k
(-1.4%)
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 £92k £82k £86k £96k £135k £129k £141k £129k £135k £6k - - £1,030k
Planned £77k £69k £72k £84k £118k £113k £124k £113k £118k £5k - - £893k
Corrected £94k £83k £87k £85k £118k £113k £124k £113k £118k £5k - - £942k
Written £91k £84k £93k £101k £110k £88k £5k - - - - - £572k
Revenue £91k £80k £97k £110k £105k - - - - - - - £484k
Invoiced £138k - £221k - £222k - - - - - - - £582k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £83k £76k £76k £115k £120k £104k £120k £115k £109k £62k £47k £49k £1,074k
Planned £82k £75k £75k £110k £115k £100k £115k £110k £105k £59k £45k £47k £1,038k
Corrected £82k £75k £75k £110k £115k £100k £115k £110k £105k £76k £60k £63k £1,087k
Written £66k £73k £98k £9k £63k £62k £88k £58k £73k £46k £47k £50k £732k
Revenue £61k £63k £85k £5k £61k £56k £81k £56k £71k £44k £45k £44k £672k
Invoiced £65k - £152k - £71k - £150k - £131k - £93k - £663k
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
VER1637 VER1637-1 15411 JP Director No 2023-12-18 2024-03-30 34% 276.79 276.79 204.00 152.00
VER1637 VER1637-4 10158 NL Senior Manager No 2023-12-18 2024-03-30 32% 250.00 238.84 192.00 77.50
VER1637 VER1637-2 15698 JP Senior Manager No 2023-12-18 2024-03-30 43% 238.84 238.84 256.00 365.50
VER1637 VER1637-5 15393 NL Business Associate No 2023-12-18 2024-03-30 20% 212.05 212.05 120.00 120.00
VER1637 VER1637-3 15733 JP Manager No 2023-12-18 2024-03-30 63% 212.05 212.05 376.00 332.00
VER1854 VER1854-1 15411 JP Director No 2024-04-01 2024-10-02 53% 262.74 246.82 564.00 204.00
VER1854 VER1854-2 15698 JP Senior Manager No 2024-04-01 2024-10-02 86% 224.52 212.90 912.00 585.00
VER1854 VER1854-4 15733 JP Manager No 2024-04-01 2024-10-02 74% 199.84 189.01 792.00 440.00
VER1854 VER1854-3 15393 NL Business Associate No 2024-04-01 2024-10-02 90% 189.01 189.01 960.00 497.00
VER2137 VER2137-1 15411 JP Director No 2024-10-01 2025-04-01 49% 262.74 246.82 517.70 386.00
VER2137 VER2137-2 15698 JP Senior Manager No 2024-10-01 2025-04-01 64% 224.52 212.90 672.00 663.00
VER2137 VER2137-3 15733 JP Manager No 2024-10-01 2025-04-01 8% 199.84 189.01 80.00 80.00
VER2137 VER2137-4 15393 NL Business Associate No 2024-10-01 2025-04-01 46% 189.01 189.01 480.00 457.00
VER2137 VER2137-6 15637 JP Senior Manager No 2025-01-02 2025-04-01 75% 226.56 160.16 384.00 384.00
VER2137 VER2137-7 16036 JP Senior Consultant No 2025-01-02 2025-04-01 38% 171.88 109.38 192.00 136.00
VER2506 VER2506-3 15411 JP Director No 2025-04-10 2025-10-01 58% 264.06 242.20 577.00 300.00
VER2506 VER2506-4 15698 JP Senior Manager No 2025-04-10 2025-10-01 96% 226.56 208.91 960.00 414.00
VER2506 VER2506-5 15393 NL Business Associate No 2025-04-10 2025-10-01 96% 185.47 185.47 960.00 447.00
VER2506 VER2506-6 15637 JP Senior Manager No 2025-04-10 2025-10-01 96% 226.56 160.16 960.00 368.00
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
VER2137 15411
90.89
46.00
44.89
79.04
106.00
-26.96
82.99
74.00
8.99
3.95
16.00
-12.05
 - - - - - - - -
256.87
242.00
14.87
VER2137 15698
117.98
170.00
-52.02
102.59
112.00
-9.41
107.73
160.00
-52.27
5.13
0.00
5.13
 - - - - - - - -
333.43
442.00
-108.57
VER2137 15733
14.05
0.00
14.05
12.21
0.00
12.21
12.82
0.00
12.82
0.62
0.00
0.62
 - - - - - - - -
39.70
0.00
39.70
VER2137 15393
84.28
82.00
2.28
73.28
40.00
33.28
76.95
95.00
-18.05
3.66
0.00
3.66
 - - - - - - - -
238.17
217.00
21.17
VER2137 15637
132.00
128.00
4.00
120.00
120.00
0.00
126.00
136.00
-10.00
6.00
0.00
6.00
 - - - - - - - -
384.00
384.00
0.00
VER2137 16036
66.00
64.00
2.00
60.00
64.00
-4.00
63.00
8.00
55.00
3.00
0.00
3.00
 - - - - - - - -
192.00
136.00
56.00
VER2506 15411 - - -
69.24
84.00
-14.76
101.55
98.00
3.55
96.94
98.00
-1.06
106.17
20.00
86.17
96.93
0.00
96.93
101.55
0.00
101.55
4.62
0.00
4.62
 - -
577.00
300.00
277.00
VER2506 15698 - - -
115.20
160.00
-44.80
168.96
166.00
2.96
161.28
88.00
73.28
176.64
0.00
176.64
161.28
0.00
161.28
168.96
0.00
168.96
7.68
0.00
7.68
 - -
960.00
414.00
546.00
VER2506 15393 - - -
115.20
146.00
-30.80
168.96
170.00
-1.04
161.28
131.00
30.28
176.64
0.00
176.64
161.28
0.00
161.28
168.96
0.00
168.96
7.68
0.00
7.68
 - -
960.00
447.00
513.00
VER2506 15637 - - -
115.20
104.00
11.20
168.96
128.00
40.96
161.28
136.00
25.28
176.64
0.00
176.64
161.28
0.00
161.28
168.96
0.00
168.96
7.68
0.00
7.68
 - -
960.00
368.00
592.00