Client Analysis

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Client Metadata

Account ID

1004755

Account Name

1004755
Associated Projects
Project ID Project Name
VER1704 VER1704
VER2054 VER2054
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 0.00h, Written: 0.00h, Difference: 0.00h (N/A%)

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

£37k

 

Planned Fees

£42k

Discount:
£4k (12.1%)

Corrected Fees

£17k

Scope Change:
£-25k (-60.0%)

Written Hours

£10k

Unrealised:
£-7k (-42.5%)

Revenue Assigned

£8k

Leakage:
£-2k (-20.3%)

Invoiced

£8k

Billing:
£1k (9.3%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £7k £8k £0k £0k £0k £0k
2024 £30k £33k £17k £10k £8k £8k
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)		 £7k £1k
(21.0%) 		£-8k
(-100.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%)
2024 £30k £3k
(10.1%) 		£-17k
(-50.0%) 		£-7k
(-42.5%) 		£-2k
(-20.3%) 		£1k
(9.3%)
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 £1k £1k £1k £1k £1k £1k £0k - - - - - £7k
Planned £1k £1k £1k £1k £1k £1k £0k - - - - - £8k
Corrected - - - - - - - - - - - - £0k
Written - - - - - - - - - - - - £0k
Revenue - - - - - - - - - - - - £0k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £3k £3k £4k £4k £3k £4k £4k £1k £1k £1k £1k £30k
Planned £1k £3k £4k £4k £4k £4k £4k £4k £1k £1k £1k £1k £33k
Corrected £0k £2k £2k £2k £3k £2k £3k £2k - - - - £17k
Written £2k £2k £1k £2k £1k £1k - - - - - - £10k
Revenue - - - - - - - £8k - - - - £8k
Invoiced - - - - - - - £8k - - - - £8k
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
VER1704 VER1704-3 15785 DE Consultant No 2024-01-02 2025-07-01 0% 172.50 346.88 0.00 0.00
VER1704 VER1704-2 15821 CH Senior Manager No 2024-01-02 2025-07-01 0% 390.63 346.88 0.00 0.00
VER1704 VER1704-4 15822 CH Senior Consultant No 2024-01-02 2025-07-01 0% 296.88 346.88 0.00 4.10
VER2054 VER2054-4 15822 CH Senior Consultant No 2024-01-31 2024-08-31 2% 296.88 346.88 24.00 20.00
VER2054 VER2054-2 15821 CH Senior Manager No 2024-02-08 2024-08-31 2% 390.63 346.88 24.00 3.50
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
No monthly allocation data available for 2025.