Client Analysis


Client Metadata

Account ID

1004689

Account Name

1004689
Associated Projects
Project ID Project Name
VER1664 VER1664
VER1667 VER1667
VER1681 VER1681
VER1811 VER1811
VER2000 VER2000
VER2007 VER2007
VER2015 VER2015
VER2091 VER2091
VER2173 VER2173
VER2174 VER2174
VER2312 VER2312
VER2400 VER2400
VER2443 VER2443
VER2456 VER2456
VER2526 VER2526

Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 693.41h, Written: 453.00h, Difference: 240.41h (65%)

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

£1,592k

 

Planned Fees

£1,089k

Discount:
£-503k (-31.6%)

Corrected Fees

£1,145k

Scope Change:
£56k (5.1%)

Written Hours

£1,037k

Unrealised:
£-108k (-9.4%)

Revenue Assigned

£982k

Leakage:
£-56k (-5.4%)

Invoiced

£721k

Billing:
£-260k (-26.5%)

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)
£583k £396k £404k £391k £337k £160k
2024 £1,009k £693k £741k £646k £645k £561k
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)
£583k £-187k
(-32.1%)
£8k
(2.0%)
£-13k
(-3.2%)
£-54k
(-13.9%)
£-177k
(-52.5%)
2024 £1,009k £-316k
(-31.3%)
£48k
(7.0%)
£-95k
(-12.8%)
£-1k
(-0.2%)
£-84k
(-13.0%)
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 £76k £98k £111k £147k £77k £71k £3k - - - - - £583k
Planned £50k £68k £76k £102k £51k £47k £2k - - - - - £396k
Corrected £53k £70k £77k £103k £51k £47k £2k - - - - - £404k
Written £78k £55k £62k £68k £75k £54k - - - - - - £391k
Revenue £79k £55k £66k £74k £63k - - - - - - - £337k
Invoiced - £20k £72k £47k £21k - - - - - - - £160k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £54k £61k £57k £67k £70k £80k £59k £109k £104k £100k £121k £127k £1,009k
Planned £35k £41k £38k £46k £48k £54k £43k £78k £74k £71k £81k £85k £693k
Corrected £44k £48k £44k £52k £54k £57k £36k £73k £69k £75k £93k £98k £741k
Written £19k £36k £36k £49k £27k £46k £42k £53k £46k £106k £118k £69k £646k
Revenue £7k £24k £41k £63k £30k £-17k £24k £16k £153k £94k £112k £98k £645k
Invoiced - - - £78k £18k - £95k £37k - £65k £114k £155k £561k
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
VER1664 VER1664-3 15784 DE Senior Consultant No 2024-01-02 2024-06-29 26% 205.00 157.00 272.00 0.00
VER1664 VER1664-2 15786 DE Senior Consultant No 2024-01-02 2024-06-29 26% 205.00 157.00 272.00 0.00
VER1667 VER1667-1 15791 DE Partner No 2024-01-02 2024-06-29 4% 397.50 179.50 40.00 40.00
VER1667 VER1667-7 15791 DE Partner No 2024-01-02 2025-01-01 0% 397.50 157.00 1.00 1.00
VER1667 VER1667-5 15791 DE Partner No 2024-01-02 2025-01-01 12% 397.50 157.00 246.00 245.00
VER1667 VER1667-6 15791 DE Partner No 2024-01-02 2024-06-29 4% 397.50 0.00 40.00 40.00
VER1667 VER1667-3 15784 DE Senior Consultant No 2024-02-08 2024-10-01 14% 205.00 157.00 190.00 189.00
VER1667 VER1667-2 15786 DE Senior Consultant No 2024-06-19 2024-10-01 18% 205.00 157.00 109.00 109.00
VER1681 VER1681-8 15786 DE Senior Consultant No 2024-01-02 2024-06-29 36% 205.00 157.00 368.00 368.00
VER1681 VER1681-2 15787 DE Consultant No 2024-01-02 2024-03-02 39% 172.50 138.25 136.00 136.00
VER1681 VER1681-4 15791 DE Partner No 2024-01-02 2024-02-10 4% 397.50 100.00 10.00 0.00
VER1681 VER1681-9 15787 DE Consultant No 2024-01-02 2024-06-29 2% 172.50 0.00 16.00 16.00
VER1681 VER1681-10 15786 DE Senior Consultant No 2024-01-02 2024-06-29 6% 205.00 0.00 64.00 40.00
VER1681 VER1681-1 15787 DE Consultant No 2024-01-03 2024-03-02 19% 172.50 140.00 64.00 64.00
VER1681 VER1681-7 15786 DE Senior Consultant No 2024-01-30 2024-06-29 13% 205.00 158.75 116.00 72.00
VER1811 VER1811-5 15829 DE Consultant No 2024-02-27 2025-01-01 5% 172.50 0.00 80.00 80.00
VER1811 VER1811-1 15829 DE Consultant No 2024-03-13 2025-01-01 14% 172.50 140.00 240.00 240.00
VER1811 VER1811-2 15829 DE Consultant No 2024-03-14 2025-01-01 49% 172.50 138.25 816.00 816.00
VER2000 VER2000-1 15791 DE Partner No 2024-06-03 2024-06-29 5% 397.50 206.25 8.00 8.00
VER2007 VER2007-2 15786 DE Senior Consultant No 2024-06-03 2024-10-01 6% 205.00 158.75 43.00 43.00
VER2007 VER2007-1 15786 DE Senior Consultant No 2024-06-03 2024-10-01 11% 205.00 157.00 77.00 77.00
VER2015 VER2015-1 15791 DE Partner No 2024-06-05 2025-01-01 7% 397.50 179.50 80.00 80.00
VER2091 VER2091-2 15783 DE Senior Consultant No 2024-08-01 2025-01-01 0% 205.00 158.75 0.00 0.00
VER2091 VER2091-1 15786 DE Senior Consultant No 2024-08-01 2025-01-01 29% 205.00 158.75 257.00 256.00
VER2091 VER2091-4 15783 DE Senior Consultant No 2024-08-01 2025-01-01 0% 205.00 157.00 0.00 0.00
VER2091 VER2091-3 15786 DE Senior Consultant No 2024-08-01 2025-01-01 48% 205.00 157.00 424.00 424.00
VER2091 VER2091-7 15869 DE Consultant No 2024-08-01 2025-01-01 13% 172.50 140.00 112.00 112.00
VER2091 VER2091-5 15879 DE Consultant No 2024-08-01 2025-01-01 15% 172.50 140.00 128.00 128.00
VER2091 VER2091-8 15869 DE Consultant No 2024-08-01 2025-01-01 17% 172.50 138.25 152.00 152.00
VER2091 VER2091-6 15879 DE Consultant No 2024-08-01 2025-01-01 24% 172.50 138.25 208.00 208.00
VER2091 VER2091-10 15879 DE Consultant No 2024-08-01 2025-01-01 2% 172.50 0.00 16.00 16.00
VER2091 VER2091-9 15879 DE Consultant No 2024-08-01 2025-01-01 3% 172.50 0.00 24.00 24.00
VER2091 VER2091-11 15869 DE Consultant No 2024-08-01 2025-01-01 4% 172.50 0.00 32.00 32.00
VER2091 VER2091-12 15869 DE Consultant No 2024-08-01 2025-01-01 9% 172.50 0.00 80.00 48.00
VER2091 VER2091-14 16013 DE Consultant No 2024-11-01 2025-01-01 11% 172.50 140.00 40.00 32.00
VER2091 VER2091-15 16013 DE Consultant No 2024-11-01 2025-01-01 48% 172.50 138.25 170.00 168.00
VER2091 VER2091-16 16013 DE Consultant No 2024-11-01 2025-01-01 0% 172.50 0.00 1.00 0.00
VER2091 VER2091-17 16013 DE Consultant No 2024-11-01 2025-01-01 11% 172.50 0.00 40.00 40.00
VER2173 VER2173-2 15783 DE Senior Consultant No 2024-10-14 2025-01-01 67% 205.00 158.75 312.00 125.00
VER2173 VER2173-1 15783 DE Senior Consultant No 2024-10-14 2025-01-01 2% 205.00 157.00 8.00 111.00
VER2174 VER2174-3 15555 DE Director No 2024-10-31 2025-04-01 17% 305.00 173.61 144.00 144.00
VER2312 VER2312-1 15786 DE Manager No 2025-01-02 2025-05-01 21% 242.50 158.75 144.00 79.00
VER2312 VER2312-2 15786 DE Manager No 2025-01-02 2025-05-01 33% 242.50 157.00 224.00 169.00
VER2312 VER2312-5 16013 DE Consultant No 2025-01-02 2025-05-01 9% 175.00 140.00 60.00 28.00
VER2312 VER2312-3 15879 DE Consultant No 2025-01-02 2025-05-01 9% 175.00 140.00 64.00 56.00
VER2312 VER2312-6 16013 DE Consultant No 2025-01-02 2025-05-01 15% 175.00 138.25 104.00 72.00
VER2312 VER2312-4 15879 DE Consultant No 2025-01-02 2025-05-01 11% 175.00 138.25 76.00 84.00
VER2312 VER2312-8 15786 DE Manager No 2025-02-03 2025-05-01 9% 242.50 158.75 48.00 48.00
VER2312 VER2312-11 15786 DE Manager No 2025-02-03 2025-05-01 14% 242.50 157.00 72.00 72.00
VER2312 VER2312-9 16013 DE Consultant No 2025-02-03 2025-05-01 8% 175.00 140.00 40.00 40.00
VER2312 VER2312-10 15879 DE Consultant No 2025-02-03 2025-05-01 14% 175.00 140.00 72.00 72.00
VER2312 VER2312-13 15879 DE Consultant No 2025-02-03 2025-05-01 30% 175.00 138.25 152.00 152.00
VER2312 VER2312-12 16013 DE Consultant No 2025-02-03 2025-05-01 36% 175.00 138.25 184.00 184.00
VER2400 VER2400-1 15783 DE Manager No 2025-01-02 2025-04-01 47% 242.50 158.75 240.00 128.00
VER2400 VER2400-2 15783 DE Manager No 2025-01-02 2025-04-01 19% 242.50 157.00 96.00 134.00
VER2443 VER2443-3 15555 DE Director No 2025-03-10 2025-07-01 20% 312.50 156.25 128.00 111.50
VER2456 VER2456-1 15783 DE Manager No 2025-04-01 2025-07-01 36% 242.50 158.75 192.00 130.00
VER2456 VER2456-2 15783 DE Manager No 2025-04-01 2025-07-01 35% 242.50 157.00 184.00 154.00
VER2526 VER2526-6 15786 DE Manager No 2025-04-01 2025-07-01 14% 242.50 158.75 72.00 80.00
VER2526 VER2526-1 15786 DE Manager No 2025-04-01 2025-07-01 29% 242.50 157.00 152.00 237.00
VER2526 VER2526-3 16013 DE Consultant No 2025-04-01 2025-07-01 6% 175.00 140.00 32.00 32.00
VER2526 VER2526-2 15879 DE Consultant No 2025-04-01 2025-07-01 14% 175.00 140.00 72.00 68.00
VER2526 VER2526-4 15879 DE Consultant No 2025-04-01 2025-07-01 17% 175.00 138.25 88.00 173.00
VER2526 VER2526-5 16013 DE Consultant No 2025-04-01 2025-07-01 12% 175.00 138.25 64.00 296.00
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
VER1667 15791
0.94
0.00
0.94
- - - - - - - - - - -
0.94
0.00
0.94
VER1811 15829
0.36
0.00
0.36
- - - - - - - - - - -
0.36
0.00
0.36
VER1811 15829
1.14
0.00
1.14
- - - - - - - - - - -
1.14
0.00
1.14
VER1811 15829
3.89
0.00
3.89
- - - - - - - - - - -
3.89
0.00
3.89
VER2015 15791
0.53
0.00
0.53
- - - - - - - - - - -
0.53
0.00
0.53
VER2091 15786
2.34
0.00
2.34
- - - - - - - - - - -
2.34
0.00
2.34
VER2091 15786
3.85
0.00
3.85
- - - - - - - - - - -
3.85
0.00
3.85
VER2091 15869
1.02
0.00
1.02
- - - - - - - - - - -
1.02
0.00
1.02
VER2091 15879
1.16
0.00
1.16
- - - - - - - - - - -
1.16
0.00
1.16
VER2091 15869
1.38
0.00
1.38
- - - - - - - - - - -
1.38
0.00
1.38
VER2091 15879
1.90
0.00
1.90
- - - - - - - - - - -
1.90
0.00
1.90
VER2091 15879
0.14
0.00
0.14
- - - - - - - - - - -
0.14
0.00
0.14
VER2091 15879
0.22
0.00
0.22
- - - - - - - - - - -
0.22
0.00
0.22
VER2091 15869
0.29
0.00
0.29
- - - - - - - - - - -
0.29
0.00
0.29
VER2091 15869
0.73
0.00
0.73
- - - - - - - - - - -
0.73
0.00
0.73
VER2091 16013
0.91
0.00
0.91
- - - - - - - - - - -
0.91
0.00
0.91
VER2091 16013
3.86
0.00
3.86
- - - - - - - - - - -
3.86
0.00
3.86
VER2091 16013
0.02
0.00
0.02
- - - - - - - - - - -
0.02
0.00
0.02
VER2091 16013
0.91
0.00
0.91
- - - - - - - - - - -
0.91
0.00
0.91
VER2173 15783
5.38
0.00
5.38
- - - - - - - - - - -
5.38
0.00
5.38
VER2173 15783
0.14
0.00
0.14
- - - - - - - - - - -
0.14
0.00
0.14
VER2174 15555
30.38
28.50
1.88
26.42
0.00
26.42
27.75
1.00
26.75
1.32
0.00
1.32
- - - - - - - -
85.87
29.50
56.37
VER2312 15786
36.84
40.00
-3.16
33.49
39.00
-5.51
35.16
0.00
35.16
36.84
0.00
36.84
1.67
0.00
1.67
- - - - - - -
144.00
79.00
65.00
VER2312 15786
57.31
95.00
-37.69
52.09
74.00
-21.91
54.69
0.00
54.69
57.31
0.00
57.31
2.60
0.00
2.60
- - - - - - -
224.00
169.00
55.00
VER2312 16013
15.35
20.00
-4.65
13.95
8.00
5.95
14.65
0.00
14.65
15.35
0.00
15.35
0.70
0.00
0.70
- - - - - - -
60.00
28.00
32.00
VER2312 15879
16.37
56.00
-39.63
14.88
0.00
14.88
15.63
0.00
15.63
16.37
0.00
16.37
0.75
0.00
0.75
- - - - - - -
64.00
56.00
8.00
VER2312 16013
26.61
72.00
-45.39
24.18
0.00
24.18
25.39
0.00
25.39
26.61
0.00
26.61
1.21
0.00
1.21
- - - - - - -
104.00
72.00
32.00
VER2312 15879
19.44
84.00
-64.56
17.67
0.00
17.67
18.56
0.00
18.56
19.44
0.00
19.44
0.89
0.00
0.89
- - - - - - -
76.00
84.00
-8.00
VER2312 15786 -
15.00
0.00
15.00
15.75
31.00
-15.25
16.50
17.00
-0.50
0.75
0.00
0.75
- - - - - - -
48.00
48.00
0.00
VER2312 15786 -
22.50
0.00
22.50
23.62
72.00
-48.38
24.75
0.00
24.75
1.13
0.00
1.13
- - - - - - -
72.00
72.00
0.00
VER2312 16013 -
12.50
16.00
-3.50
13.12
24.00
-10.88
13.75
0.00
13.75
0.63
0.00
0.63
- - - - - - -
40.00
40.00
0.00
VER2312 15879 -
22.50
40.00
-17.50
23.63
24.00
-0.37
24.75
8.00
16.75
1.12
0.00
1.12
- - - - - - -
72.00
72.00
0.00
VER2312 15879 -
47.50
77.00
-29.50
49.87
48.00
1.87
52.25
27.00
25.25
2.38
0.00
2.38
- - - - - - -
152.00
152.00
0.00
VER2312 16013 -
57.50
88.00
-30.50
60.37
96.00
-35.63
63.25
0.00
63.25
2.88
0.00
2.88
- - - - - - -
184.00
184.00
0.00
VER2400 15783
82.50
80.00
2.50
75.00
16.00
59.00
78.75
32.00
46.75
3.75
0.00
3.75
- - - - - - - -
240.00
128.00
112.00
VER2400 15783
33.00
44.00
-11.00
30.00
16.00
14.00
31.50
74.00
-42.50
1.50
0.00
1.50
- - - - - - - -
96.00
134.00
-38.00
VER2443 15555 - -
24.98
12.50
12.48
34.34
34.00
0.34
34.34
42.00
-7.66
32.78
23.00
9.78
1.56
0.00
1.56
- - - - -
128.00
111.50
16.50
VER2456 15783 - - -
64.00
66.00
-2.00
64.00
48.00
16.00
61.09
16.00
45.09
2.91
0.00
2.91
- - - - -
192.00
130.00
62.00
VER2456 15783 - - -
61.33
68.00
-6.67
61.34
64.00
-2.66
58.54
22.00
36.54
2.79
0.00
2.79
- - - - -
184.00
154.00
30.00
VER2526 15786 - - -
24.00
20.00
4.00
24.00
48.00
-24.00
22.91
12.00
10.91
1.09
0.00
1.09
- - - - -
72.00
80.00
-8.00
VER2526 15786 - - -
50.67
43.00
7.67
50.66
102.00
-51.34
48.37
92.00
-43.63
2.30
0.00
2.30
- - - - -
152.00
237.00
-85.00
VER2526 16013 - - -
10.67
16.00
-5.33
10.66
8.00
2.66
10.18
8.00
2.18
0.49
0.00
0.49
- - - - -
32.00
32.00
0.00
VER2526 15879 - - -
24.00
34.00
-10.00
24.00
20.00
4.00
22.91
14.00
8.91
1.09
0.00
1.09
- - - - -
72.00
68.00
4.00
VER2526 15879 - - -
29.33
40.00
-10.67
29.34
66.00
-36.66
28.00
67.00
-39.00
1.33
0.00
1.33
- - - - -
88.00
173.00
-85.00
VER2526 16013 - - -
21.33
80.00
-58.67
21.34
104.00
-82.66
20.36
112.00
-91.64
0.97
0.00
0.97
- - - - -
64.00
296.00
-232.00