Client Analysis

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Client Metadata

Account ID

1004751

Account Name

1004751
Associated Projects
Project ID Project Name
VER1703 VER1703
VER1717 VER1717
VER1837 VER1837
VER1838 VER1838
VER1873 VER1873
VER1954 VER1954
VER2081 VER2081
VER2171 VER2171
VER2195 VER2195
VER2235 VER2235
VER2317 VER2317
VER2341 VER2341
VER2492 VER2492
VER2493 VER2493
VER2552 VER2552
Flag Summary

Project Allocations, Resources Overallocated: 1 0

Timewriting (April 2025): Corrected: 373.71h, Written: 291.00h, Difference: 82.71h (78%)

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

£1,303k

 

Planned Fees

£816k

Discount:
£-487k (-37.4%)

Corrected Fees

£777k

Scope Change:
£-38k (-4.7%)

Written Hours

£642k

Unrealised:
£-135k (-17.4%)

Revenue Assigned

£527k

Leakage:
£-116k (-18.0%)

Invoiced

£250k

Billing:
£-277k (-52.6%)

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)		 £117k £76k £76k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £473k £295k £295k £202k £144k £43k
2024 £830k £520k £482k £441k £382k £207k
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)		 £117k £-41k
(-34.8%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £473k £-178k
(-37.6%) 		£-0k
(0.0%) 		£-94k
(-31.7%) 		£-57k
(-28.5%) 		£-102k
(-70.4%)
2024 £830k £-309k
(-37.3%) 		£-38k
(-7.3%) 		£-41k
(-8.6%) 		£-58k
(-13.2%) 		£-175k
(-45.9%)
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 £51k £48k £37k £89k £109k £104k £35k £29k £30k £21k £18k £20k £590k
Planned £30k £28k £22k £56k £70k £67k £23k £19k £19k £14k £11k £13k £372k
Corrected £30k £28k £22k £56k £70k £67k £23k £19k £19k £14k £11k £13k £371k
Written £18k £27k £20k £44k £48k £39k £6k - - - - - £202k
Revenue £12k £31k £21k £44k £37k - - - - - - - £144k
Invoiced - - £11k £9k £22k - - - - - - - £43k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £29k £40k £49k £79k £90k £89k £77k £73k £80k £59k £83k £83k £830k
Planned £18k £26k £32k £52k £59k £59k £51k £49k £46k £32k £46k £51k £520k
Corrected £20k £28k £34k £50k £52k £52k £44k £42k £40k £29k £43k £48k £482k
Written £22k £36k £23k £38k £25k £34k £55k £52k £39k £38k £57k £21k £441k
Revenue - £22k £20k £76k £25k £30k £39k £40k £32k £64k £24k £9k £382k
Invoiced - - - - £13k - - £83k - £52k £26k £34k £207k
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
VER1703 VER1703-1 15789 DE Director No 2024-01-02 2024-05-01 20% 305.00 187.50 138.00 111.00
VER1703 VER1703-2 15783 DE Senior Consultant No 2024-01-02 2024-05-01 38% 205.00 143.75 266.00 240.67
VER1717 VER1717-1 15790 DE Partner No 2024-01-22 2024-03-30 8% 397.50 212.50 32.00 32.00
VER1717 VER1717-2 15785 DE Consultant No 2024-01-23 2024-03-30 45% 172.50 125.00 176.00 176.00
VER1837 VER1837-2 15790 DE Partner No 2024-03-20 2024-06-29 7% 397.50 212.50 40.00 0.00
VER1837 VER1837-1 15785 DE Consultant No 2024-03-20 2024-06-29 34% 172.50 125.00 200.00 0.00
VER1838 VER1838-1 15790 DE Partner No 2024-03-20 2024-10-01 4% 397.50 212.50 40.00 40.00
VER1838 VER1838-2 15785 DE Consultant No 2024-06-19 2024-10-01 40% 172.50 125.00 240.00 240.00
VER1873 VER1873-4 15790 DE Partner No 2024-04-01 2024-10-01 0% 397.50 212.50 4.00 4.00
VER1873 VER1873-2 15783 DE Senior Consultant No 2024-04-01 2024-10-01 34% 205.00 143.75 360.00 360.00
VER1873 VER1873-3 15785 DE Consultant No 2024-04-01 2024-10-01 0% 172.50 125.00 0.00 0.00
VER1873 VER1873-1 15789 DE Director No 2024-04-08 2024-10-01 16% 305.00 187.50 160.00 160.00
VER1873 VER1873-5 15782 DE Senior Consultant No 2024-06-03 2024-10-01 23% 205.00 125.00 160.00 160.00
VER1873 VER1873-6 15782 DE Senior Consultant No 2024-09-02 2024-11-30 31% 205.00 0.00 160.00 160.00
VER1873 VER1873-7 15782 DE Senior Consultant No 2024-11-01 2024-11-30 7% 205.00 212.50 12.00 12.00
VER1954 VER1954-1 15789 DE Director No 2024-05-01 2025-01-01 26% 305.00 187.50 360.00 360.00
VER1954 VER1954-2 15879 DE Consultant No 2024-05-01 2025-01-01 19% 172.50 125.00 264.00 264.00
VER1954 VER1954-4 15782 DE Senior Consultant No 2024-10-01 2025-01-01 7% 205.00 187.50 40.00 40.00
VER1954 VER1954-5 15782 DE Senior Consultant No 2024-10-01 2025-01-01 7% 205.00 125.00 40.00 40.00
VER1954 VER1954-3 15783 DE Senior Consultant No 2024-10-01 2025-01-01 7% 205.00 125.00 40.00 40.00
VER1954 VER1954-6 15789 DE Director No 2024-11-01 2025-01-01 16% 305.00 125.00 56.00 56.00
VER2081 VER2081-3 15785 DE Consultant No 2024-03-22 2024-06-29 35% 172.50 125.00 200.00 200.00
VER2081 VER2081-2 15790 DE Partner No 2024-04-15 2024-06-29 9% 397.50 212.50 40.00 40.00
VER2171 VER2171-1 15790 DE Partner No 2024-10-14 2025-01-01 3% 397.50 212.50 16.00 16.00
VER2171 VER2171-2 15785 DE Consultant No 2024-10-14 2025-01-01 52% 172.50 125.00 240.00 240.00
VER2195 VER2195-3 15790 DE Partner No 2024-11-13 2025-01-01 28% 397.50 212.50 80.00 48.00
VER2195 VER2195-4 15782 DE Senior Consultant No 2024-11-14 2025-03-01 13% 205.00 143.75 80.00 80.00
VER2195 VER2195-5 15790 DE Partner No 2025-01-20 2025-03-01 13% 407.50 212.50 32.00 32.00
VER2235 VER2235-3 15790 DE Partner No 2025-01-02 2025-04-01 6% 407.50 212.50 32.00 32.00
VER2235 VER2235-4 15767 DE Manager No 2025-01-02 2025-04-01 34% 242.50 125.00 176.00 176.00
VER2317 VER2317-1 15789 DE Director No 2025-01-02 2026-01-01 19% 312.50 187.50 400.00 208.00
VER2317 VER2317-2 15879 DE Consultant No 2025-01-02 2026-01-01 29% 175.00 125.00 600.00 177.00
VER2341 VER2341-1 15789 DE Director No 2025-04-28 2025-10-01 11% 312.50 187.50 96.00 49.00
VER2341 VER2341-2 15879 DE Consultant No 2025-04-28 2025-10-01 15% 175.00 125.00 136.00 7.00
VER2492 VER2492-3 15790 DE Partner No 2025-04-01 2025-07-01 9% 407.50 212.50 48.00 11.00
VER2492 VER2492-1 15767 DE Manager No 2025-04-01 2025-07-01 0% 242.50 143.75 2.00 2.00
VER2492 VER2492-2 15782 DE Senior Consultant No 2025-04-01 2025-07-01 112% 210.00 143.75 590.00 324.00
VER2493 VER2493-2 15790 DE Partner No 2025-04-01 2025-07-01 5% 407.50 212.50 24.00 24.00
VER2493 VER2493-1 15767 DE Manager No 2025-04-01 2025-07-01 33% 242.50 143.75 176.00 172.00
VER2552 VER2552-1 15782 DE Senior Consultant No 2025-05-01 2025-07-01 34% 210.00 143.75 120.00 104.00
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
VER1954 15789
2.04
0.00
2.04
 - - - - - - - - - - -
2.04
0.00
2.04
VER1954 15879
1.50
0.00
1.50
 - - - - - - - - - - -
1.50
0.00
1.50
VER1954 15782
0.60
0.00
0.60
 - - - - - - - - - - -
0.60
0.00
0.60
VER1954 15782
0.60
0.00
0.60
 - - - - - - - - - - -
0.60
0.00
0.60
VER1954 15783
0.60
0.00
0.60
 - - - - - - - - - - -
0.60
0.00
0.60
VER1954 15789
1.27
0.00
1.27
 - - - - - - - - - - -
1.27
0.00
1.27
VER2171 15790
0.28
0.00
0.28
 - - - - - - - - - - -
0.28
0.00
0.28
VER2171 15785
4.14
0.00
4.14
 - - - - - - - - - - -
4.14
0.00
4.14
VER2195 15790
2.22
0.00
2.22
 - - - - - - - - - - -
2.22
0.00
2.22
VER2195 15782
23.89
6.00
17.89
20.78
0.00
20.78
 - - - - - - - - - -
44.67
6.00
38.67
VER2195 15790
10.67
12.00
-1.33
21.33
20.00
1.33
 - - - - - - - - - -
32.00
32.00
0.00
VER2235 15790
11.00
6.00
5.00
10.00
7.00
3.00
10.50
19.00
-8.50
0.50
0.00
0.50
 - - - - - - - -
32.00
32.00
0.00
VER2235 15767
60.50
12.00
48.50
55.00
97.00
-42.00
57.75
67.00
-9.25
2.75
0.00
2.75
 - - - - - - - -
176.00
176.00
0.00
VER2317 15789
33.72
46.00
-12.28
30.65
24.00
6.65
32.18
28.00
4.18
33.72
48.00
-14.28
33.72
28.00
5.72
32.18
29.00
3.18
35.25
5.00
30.25
32.18
0.00
32.18
33.72
0.00
33.72
35.25
0.00
35.25
30.65
0.00
30.65
35.25
0.00
35.25
398.47
208.00
190.47
VER2317 15879
50.57
22.00
28.57
45.98
35.00
10.98
48.28
20.00
28.28
50.57
45.00
5.57
50.58
40.00
10.58
48.28
15.00
33.28
52.87
0.00
52.87
48.28
0.00
48.28
50.57
0.00
50.57
52.87
0.00
52.87
45.98
0.00
45.98
52.87
0.00
52.87
597.70
177.00
420.70
VER2341 15789 - - -
2.55
1.00
1.55
18.69
17.00
1.69
17.84
27.00
-9.16
19.54
4.00
15.54
17.84
0.00
17.84
18.69
0.00
18.69
0.85
0.00
0.85
 - -
96.00
49.00
47.00
VER2341 15879 - - -
3.61
1.00
2.61
26.48
2.00
24.48
25.27
4.00
21.27
27.68
0.00
27.68
25.28
0.00
25.28
26.48
0.00
26.48
1.20
0.00
1.20
 - -
136.00
7.00
129.00
VER2492 15790 - - -
16.00
6.00
10.00
16.00
4.00
12.00
15.27
1.00
14.27
0.73
0.00
0.73
 - - - - -
48.00
11.00
37.00
VER2492 15767 - - -
0.67
2.00
-1.33
0.66
0.00
0.66
0.64
0.00
0.64
0.03
0.00
0.03
 - - - - -
2.00
2.00
0.00
VER2492 15782 - - -
196.67
132.00
64.67
196.66
64.00
132.66
187.73
96.00
91.73
8.94
32.00
-23.06
 - - - - -
590.00
324.00
266.00
VER2493 15790 - - -
8.00
2.00
6.00
8.00
3.00
5.00
7.64
19.00
-11.36
0.36
0.00
0.36
 - - - - -
24.00
24.00
0.00
VER2493 15767 - - -
58.67
54.00
4.67
58.66
94.00
-35.34
56.00
24.00
32.00
2.67
0.00
2.67
 - - - - -
176.00
172.00
4.00
VER2552 15782 - - - -
60.00
72.00
-12.00
57.27
32.00
25.27
2.73
0.00
2.73
 - - - - -
120.00
104.00
16.00