Client Analysis

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Client Metadata

Account ID

1004720

Account Name

1004720
Associated Projects
Project ID Project Name
VER1684 VER1684
VER1685 VER1685
VER1687 VER1687
VER1995 VER1995
VER2061 VER2061
VER2063 VER2063
VER2064 VER2064
VER2313 VER2313
VER2314 VER2314
Flag Summary

Project Allocations, Resources Overallocated: 0 4

Timewriting (April 2025): Corrected: 1470.64h, Written: 1500.00h, Difference: -29.36h (102%)

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

£8,508k

 

Planned Fees

£7,104k

Discount:
£-1,404k (-16.5%)

Corrected Fees

£4,757k

Scope Change:
£-2,346k (-33.0%)

Written Hours

£5,102k

Unrealised:
£344k (7.2%)

Revenue Assigned

£4,846k

Leakage:
£-256k (-5.0%)

Invoiced

£4,465k

Billing:
£-381k (-7.9%)

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)		 £1,234k £970k £950k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £1,615k £1,258k £2,027k £1,797k £1,493k £1,740k
2024 £6,893k £5,846k £2,730k £3,305k £3,352k £2,725k
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)		 £1,234k £-264k
(-21.4%) 		£-20k
(-2.1%) 		- - -
2025 (Actual)
(Up to July 2025)		 £1,615k £-357k
(-22.1%) 		£769k
(61.2%) 		£-230k
(-11.4%) 		£-304k
(-16.9%) 		£247k
(16.5%)
2024 £6,893k £-1,047k
(-15.2%) 		£-3,116k
(-53.3%) 		£574k
(21.0%) 		£48k
(1.4%) 		£-628k
(-18.7%)
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 £220k £185k £213k £229k £229k £218k £321k £268k £280k £293k £183k £211k £2,849k
Planned £173k £144k £165k £178k £178k £170k £251k £209k £218k £228k £146k £168k £2,228k
Corrected £301k £264k £289k £307k £307k £293k £266k £205k £214k £223k £143k £165k £2,977k
Written £296k £272k £299k £316k £309k £283k £22k - - - - - £1,797k
Revenue £295k £277k £299k £319k £304k - - - - - - - £1,493k
Invoiced £190k £43k £383k £479k £222k £422k - - - - - - £1,740k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £710k £713k £861k £902k £1,006k £364k £411k £388k £371k £406k £371k £388k £6,893k
Planned £594k £595k £735k £770k £863k £309k £349k £329k £314k £344k £314k £329k £5,846k
Corrected £184k £186k £202k £211k £12k £263k £295k £278k £265k £291k £265k £278k £2,730k
Written £264k £309k £275k £260k £302k £261k £283k £291k £278k £287k £272k £221k £3,305k
Revenue £181k £344k £320k £259k £292k £11k £556k £301k £289k £294k £281k £224k £3,352k
Invoiced - £217k £331k - £507k - - £511k £360k £192k £408k £199k £2,725k
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
VER1684 VER1684-4 15800 GB Manager No 2024-01-02 2024-06-01 58% 267.44 223.84 504.00 504.00
VER1684 VER1684-1 15803 GB Senior Manager No 2024-01-02 2024-06-01 88% 290.70 223.84 764.00 764.00
VER1684 VER1684-2 15801 GB Senior Consultant No 2024-01-02 2024-06-01 90% 238.37 193.15 784.00 784.00
VER1684 VER1684-3 15827 GB Senior Consultant No 2024-01-02 2024-06-01 87% 238.37 175.87 756.00 748.00
VER1684 VER1684-6 15802 GB Senior Consultant No 2024-03-01 2024-06-01 42% 238.37 223.84 224.00 224.00
VER1685 VER1685-3 15797 GB Senior Manager No 2024-01-02 2024-06-01 0% 290.70 220.57 -276.00 764.00
VER1685 VER1685-2 15819 GB Senior Consultant No 2024-01-02 2024-06-01 14% 238.37 220.57 120.00 800.00
VER1685 VER1685-1 15796 GB Manager No 2024-01-22 2024-06-01 41% 267.44 220.57 311.00 312.00
VER1685 VER1685-5 15799 GB Senior Consultant No 2024-05-17 2024-06-01 0% 238.37 220.57 -960.00 80.00
VER1687 VER1687-4 15805 GB Senior Consultant No 2024-01-02 2024-06-01 3% 238.37 223.84 24.00 24.00
VER1687 VER1687-1 15798 GB Manager No 2024-01-02 2024-06-01 88% 267.44 223.84 768.00 768.00
VER1687 VER1687-2 15795 GB Senior Consultant No 2024-01-02 2024-06-01 89% 238.37 223.84 776.00 768.00
VER1995 VER1995-6 15411 JP Director No 2024-05-13 2024-06-29 3% 262.74 325.58 8.00 8.00
VER1995 VER1995-1 15124 NL Partner No 2024-05-16 2024-08-01 1% 397.50 383.72 6.00 6.00
VER1995 VER1995-2 15604 US Director No 2024-05-20 2024-08-01 6% 398.58 325.58 27.00 27.00
VER2061 VER2061-1 15819 GB Senior Consultant No 2024-06-03 2025-01-01 83% 238.37 220.57 1016.00 992.00
VER2061 VER2061-2 15797 GB Senior Manager No 2024-06-03 2025-01-01 84% 290.70 220.57 1032.00 1000.00
VER2061 VER2061-3 15799 GB Senior Consultant No 2024-06-03 2025-01-01 86% 238.37 220.57 1052.00 1020.00
VER2063 VER2063-1 15803 GB Senior Manager No 2024-06-03 2025-01-01 81% 290.70 220.57 988.00 972.00
VER2063 VER2063-4 15802 GB Senior Consultant No 2024-06-03 2025-01-01 83% 238.37 220.57 1020.00 988.00
VER2063 VER2063-2 15801 GB Senior Consultant No 2024-06-03 2025-01-01 75% 238.37 190.34 912.00 888.00
VER2063 VER2063-3 15827 GB Senior Consultant No 2024-06-03 2025-01-01 85% 238.37 173.30 1044.00 1000.00
VER2064 VER2064-5 15798 GB Manager No 2024-06-03 2024-06-29 13% 267.44 220.57 20.00 20.00
VER2064 VER2064-2 15805 GB Senior Consultant No 2024-06-03 2025-01-01 83% 238.37 220.57 1016.00 992.00
VER2064 VER2064-1 15795 GB Senior Consultant No 2024-06-03 2025-01-01 84% 238.37 220.57 1032.00 1056.00
VER2313 VER2313-3 15799 GB Manager No 2025-01-02 2026-01-01 40% 278.27 225.82 832.00 832.00
VER2313 VER2313-2 15797 GB Senior Manager No 2025-01-02 2025-07-01 96% 306.55 216.73 992.00 712.00
VER2313 VER2313-1 15819 GB Manager No 2025-01-03 2025-08-01 78% 278.27 216.73 948.00 948.00
VER2313 VER2313-5 15793 GB Senior Manager No 2025-03-10 2025-11-01 43% 306.55 225.82 584.00 584.00
VER2313 VER2313-6 15793 GB Senior Manager No 2025-07-01 2025-11-01 98% 306.55 225.82 696.00 72.00
VER2314 VER2314-3 15802 GB Senior Consultant No 2025-01-02 2025-07-01 96% 248.51 216.73 992.00 808.00
VER2314 VER2314-4 15803 GB Senior Manager No 2025-01-02 2025-07-01 96% 306.55 216.73 992.00 832.00
VER2314 VER2314-1 15795 GB Senior Consultant No 2025-01-02 2025-07-01 96% 248.51 216.73 992.00 888.00
VER2314 VER2314-2 15805 GB Senior Consultant No 2025-01-02 2025-07-01 96% 248.51 216.73 992.00 960.00
VER2314 VER2314-5 15801 GB Senior Consultant No 2025-01-02 2025-07-01 96% 248.51 187.11 992.00 944.00
VER2314 VER2314-6 15827 GB Senior Consultant No 2025-01-02 2025-07-01 98% 248.51 170.39 1007.00 944.00
VER2314 VER2314-10 15802 GB Senior Consultant No 2025-07-01 2026-01-01 96% 248.51 216.73 1024.00 0.00
VER2314 VER2314-8 15803 GB Senior Manager No 2025-07-01 2026-01-01 96% 306.55 216.73 1024.00 0.00
VER2314 VER2314-11 15805 GB Senior Consultant No 2025-07-01 2026-01-01 96% 248.51 216.73 1024.00 0.00
VER2314 VER2314-9 15801 GB Senior Consultant No 2025-07-01 2026-01-01 96% 248.51 187.11 1024.00 0.00
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
VER2061 15819
6.64
0.00
6.64
 - - - - - - - - - - -
6.64
0.00
6.64
VER2061 15797
6.74
0.00
6.74
 - - - - - - - - - - -
6.74
0.00
6.74
VER2061 15799
6.87
0.00
6.87
 - - - - - - - - - - -
6.87
0.00
6.87
VER2063 15803
6.45
0.00
6.45
 - - - - - - - - - - -
6.45
0.00
6.45
VER2063 15802
6.66
8.00
-1.34
 - - - - - - - - - - -
6.66
8.00
-1.34
VER2063 15801
5.96
0.00
5.96
 - - - - - - - - - - -
5.96
0.00
5.96
VER2063 15827
6.82
0.00
6.82
 - - - - - - - - - - -
6.82
0.00
6.82
VER2064 15805
6.64
0.00
6.64
 - - - - - - - - - - -
6.64
0.00
6.64
VER2064 15795
6.74
0.00
6.74
 - - - - - - - - - - -
6.74
0.00
6.74
VER2313 15799
70.13
172.00
-101.87
63.76
120.00
-56.24
66.95
88.00
-21.05
70.13
136.00
-65.87
70.13
156.00
-85.87
66.94
160.00
-93.06
73.32
0.00
73.32
66.94
0.00
66.94
70.12
0.00
70.12
73.32
0.00
73.32
63.75
0.00
63.75
73.32
0.00
73.32
828.81
832.00
-3.19
VER2313 15797
169.17
160.00
9.17
153.80
148.00
5.80
161.49
144.00
17.49
169.18
128.00
41.18
169.18
120.00
49.18
161.49
12.00
149.49
7.69
0.00
7.69
 - - - - -
992.00
712.00
280.00
VER2313 15819
131.84
168.00
-36.16
125.57
160.00
-34.43
131.84
144.00
-12.16
138.12
148.00
-9.88
138.12
160.00
-21.88
131.83
168.00
-36.17
144.40
0.00
144.40
6.28
0.00
6.28
 - - - -
948.00
948.00
0.00
VER2313 15793 - -
54.97
120.00
-65.03
75.58
152.00
-76.42
75.58
152.00
-76.42
72.14
160.00
-87.86
79.01
0.00
79.01
72.13
0.00
72.13
75.58
0.00
75.58
79.01
0.00
79.01
 - -
584.00
584.00
0.00
VER2313 15793 - - - - - -
179.87
72.00
107.87
164.22
0.00
164.22
172.04
0.00
172.04
179.87
0.00
179.87
 - -
696.00
72.00
624.00
VER2314 15802
169.17
136.00
33.17
153.80
160.00
-6.20
161.49
128.00
33.49
169.18
160.00
9.18
169.18
96.00
73.18
161.49
128.00
33.49
7.69
0.00
7.69
 - - - - -
992.00
808.00
184.00
VER2314 15803
169.17
96.00
73.17
153.80
152.00
1.80
161.49
168.00
-6.51
169.18
136.00
33.18
169.18
168.00
1.18
161.49
112.00
49.49
7.69
0.00
7.69
 - - - - -
992.00
832.00
160.00
VER2314 15795
169.17
176.00
-6.83
153.80
88.00
65.80
161.49
168.00
-6.51
169.18
160.00
9.18
169.18
136.00
33.18
161.49
160.00
1.49
7.69
0.00
7.69
 - - - - -
992.00
888.00
104.00
VER2314 15805
169.17
176.00
-6.83
153.80
160.00
-6.20
161.49
168.00
-6.51
169.18
160.00
9.18
169.18
160.00
9.18
161.49
136.00
25.49
7.69
0.00
7.69
 - - - - -
992.00
960.00
32.00
VER2314 15801
169.17
176.00
-6.83
153.80
160.00
-6.20
161.49
128.00
33.49
169.18
160.00
9.18
169.18
160.00
9.18
161.49
160.00
1.49
7.69
0.00
7.69
 - - - - -
992.00
944.00
48.00
VER2314 15827
171.73
144.00
27.73
156.13
160.00
-3.87
163.93
168.00
-4.07
171.73
160.00
11.73
171.74
160.00
11.74
163.93
152.00
11.93
7.81
0.00
7.81
 - - - - -
1007.00
944.00
63.00
VER2314 15802 - - - - - -
177.08
0.00
177.08
161.68
0.00
161.68
169.39
0.00
169.39
177.08
0.00
177.08
153.99
0.00
153.99
177.08
0.00
177.08
1016.30
0.00
1016.30
VER2314 15803 - - - - - -
177.08
0.00
177.08
161.68
0.00
161.68
169.39
0.00
169.39
177.08
0.00
177.08
153.99
0.00
153.99
177.08
0.00
177.08
1016.30
0.00
1016.30
VER2314 15805 - - - - - -
177.08
0.00
177.08
161.68
0.00
161.68
169.39
0.00
169.39
177.08
0.00
177.08
153.99
0.00
153.99
177.08
0.00
177.08
1016.30
0.00
1016.30
VER2314 15801 - - - - - -
177.08
32.00
145.08
161.68
0.00
161.68
169.39
0.00
169.39
177.08
0.00
177.08
153.99
0.00
153.99
177.08
0.00
177.08
1016.30
32.00
984.30