Client Analysis

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Client Metadata

Account ID

1004778

Account Name

1004778
Associated Projects
Project ID Project Name
VER1709 VER1709
VER2176 VER2176
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 174.33h, Written: 187.00h, Difference: -12.67h (107%)

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

£923k

 

Planned Fees

£700k

Discount:
£-223k (-24.2%)

Corrected Fees

£507k

Scope Change:
£-192k (-27.5%)

Written Hours

£661k

Unrealised:
£153k (30.2%)

Revenue Assigned

£613k

Leakage:
£-48k (-7.3%)

Invoiced

£484k

Billing:
£-129k (-21.0%)

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)		 £256k £191k £149k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £383k £291k £225k £240k £180k £148k
2024 £540k £409k £283k £420k £433k £336k
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)		 £256k £-65k
(-25.4%) 		£-42k
(-21.9%) 		- - -
2025 (Actual)
(Up to July 2025)		 £383k £-92k
(-24.0%) 		£-66k
(-22.7%) 		£16k
(7.0%) 		£-61k
(-25.3%) 		£-32k
(-17.7%)
2024 £540k £-131k
(-24.3%) 		£-126k
(-30.9%) 		£138k
(48.7%) 		£13k
(3.0%) 		£-97k
(-22.4%)
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 £63k £48k £51k £56k £56k £54k £54k £49k £52k £54k £47k £54k £639k
Planned £50k £36k £38k £42k £43k £41k £40k £37k £39k £40k £35k £40k £482k
Corrected £36k £28k £29k £33k £34k £33k £32k £29k £30k £31k £27k £31k £374k
Written £44k £37k £38k £35k £56k £30k £1k - - - - - £240k
Revenue £40k £60k £125k £-92k £47k - - - - - - - £180k
Invoiced - £24k £52k £25k £24k £23k - - - - - - £148k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £13k £32k £39k £43k £48k £41k £46k £52k £50k £57k £58k £61k £540k
Planned £10k £22k £27k £32k £35k £30k £37k £40k £38k £44k £46k £48k £409k
Corrected £8k £18k £20k £22k £22k £20k £24k £27k £26k £30k £32k £34k £283k
Written £23k £21k £31k £31k £34k £26k £34k £38k £47k £52k £54k £31k £420k
Revenue £23k £21k £27k £31k £34k £32k £-2k £60k £44k £59k £63k £40k £433k
Invoiced - £81k - £51k £25k - £25k £25k £25k £25k £52k £25k £336k
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
VER1709 VER1709-24 15328 NL Senior Consultant No 2024-01-02 2025-05-01 0% 205.00 189.62 0.00 0.00
VER1709 VER1709-14 15624 GB Senior Manager No 2024-01-02 2026-01-01 0% 290.70 189.62 0.00 0.00
VER1709 VER1709-6 15768 NL Senior Manager No 2024-01-02 2024-06-29 0% 262.50 189.62 0.00 0.00
VER1709 VER1709-23 15765 NL Consultant No 2024-01-02 2026-01-01 1% 172.50 189.62 40.00 40.00
VER1709 VER1709-5 15624 GB Senior Manager No 2024-01-08 2024-06-29 2% 290.70 189.62 23.00 20.00
VER1709 VER1709-3 15592 US Consultant No 2024-01-08 2024-06-29 2% 252.36 189.62 23.00 23.00
VER1709 VER1709-1 15296 GB Senior Manager No 2024-01-15 2024-06-29 2% 290.70 189.62 23.00 25.50
VER1709 VER1709-12 15592 US Consultant No 2024-01-18 2026-01-01 31% 252.36 189.62 1280.00 1372.50
VER1709 VER1709-2 15710 ZA Senior Consultant No 2024-01-22 2024-06-29 3% 115.00 189.62 23.00 23.00
VER1709 VER1709-7 15813 GB Manager No 2024-01-22 2024-06-29 3% 267.44 189.62 23.00 23.00
VER1709 VER1709-4 15701 US Manager No 2024-01-22 2024-06-29 3% 327.83 189.62 23.00 33.00
VER1709 VER1709-10 15507 US Partner No 2024-02-06 2026-01-01 1% 500.00 189.62 40.00 81.00
VER1709 VER1709-16 15813 GB Manager No 2024-02-08 2026-01-01 5% 267.44 189.62 189.50 189.50
VER1709 VER1709-9 15296 GB Senior Manager No 2024-02-09 2026-01-01 8% 290.70 189.62 301.00 229.50
VER1709 VER1709-13 15701 US Manager No 2024-02-12 2026-01-01 1% 327.83 189.62 32.50 22.50
VER1709 VER1709-11 15710 ZA Senior Consultant No 2024-03-18 2026-01-01 3% 115.00 189.62 130.00 129.00
VER1709 VER1709-15 15768 NL Senior Manager No 2024-04-18 2026-01-01 0% 262.50 189.62 1.50 1.50
VER1709 VER1709-21 15961 ZA Consultant No 2024-07-01 2026-01-01 4% 101.25 189.62 132.00 92.50
VER1709 VER1709-19 15886 US Interim No 2024-07-02 2025-02-01 9% 189.62 189.62 107.00 243.00
VER1709 VER1709-20 15897 ZA Consultant No 2024-07-10 2026-01-01 9% 101.25 189.62 284.00 262.50
VER1709 VER1709-18 15551 GB Manager No 2024-07-31 2026-01-01 2% 267.44 189.62 69.50 69.50
VER1709 VER1709-22 15628 CH Manager No 2024-08-01 2026-01-01 6% 343.75 189.62 187.50 187.50
VER1709 VER1709-27 16079 US Consultant No 2025-02-03 2026-01-01 9% 246.65 179.46 170.00 176.50
VER1709 VER1709-28 16105 IN Manager No 2025-04-01 2026-01-01 8% 242.50 179.46 130.00 100.00
VER1709 VER1709-29 16104 ZA Senior Consultant No 2025-05-01 2026-01-01 2% 123.75 179.46 30.00 0.50
VER2176 VER2176-1 15296 GB Senior Manager No 2024-10-15 2025-07-01 1% 290.70 235.85 10.00 10.00
VER2176 VER2176-4 15592 US Consultant No 2024-10-15 2025-07-01 4% 252.36 235.85 60.00 11.00
VER2176 VER2176-3 15551 GB Manager No 2024-10-15 2025-07-01 4% 267.44 235.85 54.00 45.00
VER2176 VER2176-2 15886 US Interim No 2024-11-01 2025-02-01 9% 235.85 235.85 46.00 46.00
VER2176 VER2176-6 16079 US Consultant No 2025-02-03 2025-07-01 2% 246.65 179.46 14.00 14.00
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
VER1709 15765
1.76
0.00
1.76
1.53
0.00
1.53
1.61
0.00
1.61
1.68
0.00
1.68
1.68
0.00
1.68
1.60
0.00
1.60
1.76
0.00
1.76
1.61
0.00
1.61
1.68
0.00
1.68
1.76
0.00
1.76
1.53
0.00
1.53
1.75
0.00
1.75
19.95
0.00
19.95
VER1709 15592
57.61
83.50
-25.89
50.09
75.00
-24.91
52.60
79.00
-26.40
55.11
79.00
-23.89
55.11
96.50
-41.39
52.60
75.50
-22.90
57.61
0.00
57.61
52.60
0.00
52.60
55.11
0.00
55.11
57.61
0.00
57.61
50.09
0.00
50.09
57.62
0.00
57.62
653.76
488.50
165.26
VER1709 15507
1.85
7.00
-5.15
1.60
4.00
-2.40
1.68
4.00
-2.32
1.77
8.00
-6.23
1.76
3.00
-1.24
1.69
3.00
-1.31
1.85
1.00
0.85
1.68
0.00
1.68
1.76
0.00
1.76
1.85
0.00
1.85
1.60
0.00
1.60
1.85
0.00
1.85
20.94
30.00
-9.06
VER1709 15813
8.78
0.00
8.78
7.65
0.00
7.65
8.03
0.00
8.03
8.40
0.00
8.40
8.41
0.00
8.41
8.03
0.00
8.03
8.78
0.00
8.78
8.03
0.00
8.03
8.40
0.00
8.40
8.79
0.00
8.79
7.64
0.00
7.64
8.79
0.00
8.79
99.73
0.00
99.73
VER1709 15296
13.98
14.50
-0.52
12.16
14.00
-1.84
12.77
11.50
1.27
13.37
11.50
1.87
13.37
9.00
4.37
12.78
6.50
6.28
13.98
0.00
13.98
12.78
0.00
12.78
13.38
0.00
13.38
13.98
0.00
13.98
12.17
0.00
12.17
13.98
0.00
13.98
158.70
67.00
91.70
VER1709 15701
1.51
3.00
-1.49
1.31
2.00
-0.69
1.39
0.00
1.39
1.45
0.00
1.45
1.45
0.00
1.45
1.38
0.00
1.38
1.51
0.00
1.51
1.38
0.00
1.38
1.44
0.00
1.44
1.51
0.00
1.51
1.31
0.00
1.31
1.51
0.00
1.51
17.15
5.00
12.15
VER1709 15710
6.37
0.00
6.37
5.55
0.00
5.55
5.83
0.00
5.83
6.09
0.00
6.09
6.10
0.00
6.10
5.83
0.00
5.83
6.37
0.00
6.37
5.83
0.00
5.83
6.10
0.00
6.10
6.37
0.00
6.37
5.55
0.00
5.55
6.37
0.00
6.37
72.36
0.00
72.36
VER1709 15768
0.08
0.00
0.08
0.06
0.00
0.06
0.07
0.00
0.07
0.08
0.00
0.08
0.08
0.00
0.08
0.06
0.00
0.06
0.08
0.00
0.08
0.07
0.00
0.07
0.07
0.00
0.07
0.08
0.00
0.08
0.06
0.00
0.06
0.08
0.00
0.08
0.87
0.00
0.87
VER1709 15961
7.71
3.50
4.21
6.70
3.00
3.70
7.03
2.50
4.53
7.37
1.50
5.87
7.37
5.50
1.87
7.03
0.00
7.03
7.71
0.00
7.71
7.03
0.00
7.03
7.37
0.00
7.37
7.71
0.00
7.71
6.70
0.00
6.70
7.71
0.00
7.71
87.44
16.00
71.44
VER1709 15886
15.97
43.50
-27.53
 - - - - - - - - - - -
15.97
43.50
-27.53
VER1709 15897
16.88
47.50
-30.62
14.68
22.50
-7.82
15.41
28.00
-12.59
16.14
23.50
-7.36
16.14
30.50
-14.36
15.41
19.00
-3.59
16.88
0.00
16.88
15.41
0.00
15.41
16.15
0.00
16.15
16.88
0.00
16.88
14.68
0.00
14.68
16.87
0.00
16.87
191.53
171.00
20.53
VER1709 15551
4.30
1.00
3.30
3.74
0.00
3.74
3.93
0.00
3.93
4.11
1.00
3.11
4.11
0.00
4.11
3.92
0.00
3.92
4.30
0.00
4.30
3.92
0.00
3.92
4.11
0.00
4.11
4.30
0.00
4.30
3.73
0.00
3.73
4.31
0.00
4.31
48.78
2.00
46.78
VER1709 15628
11.62
10.50
1.12
10.11
22.50
-12.39
10.61
46.00
-35.39
11.12
7.00
4.12
11.12
53.50
-42.38
10.61
0.00
10.61
11.63
0.00
11.63
10.61
0.00
10.61
11.12
0.00
11.12
11.62
0.00
11.62
10.11
0.00
10.11
11.62
0.00
11.62
131.90
139.50
-7.60
VER1709 16079 -
14.22
29.00
-14.78
14.94
33.50
-18.56
15.65
30.50
-14.85
15.65
37.00
-21.35
14.94
46.50
-31.56
16.36
2.50
13.86
14.94
0.00
14.94
15.64
0.00
15.64
16.36
0.00
16.36
14.23
0.00
14.23
16.36
0.00
16.36
169.29
179.00
-9.71
VER1709 16105 - - -
14.44
25.00
-10.56
14.44
67.50
-53.06
13.79
7.50
6.29
15.11
0.00
15.11
13.78
0.00
13.78
14.44
0.00
14.44
15.11
0.00
15.11
13.13
0.00
13.13
15.11
0.00
15.11
129.35
100.00
29.35
VER1709 16104 - - - -
3.75
0.00
3.75
3.58
0.50
3.08
3.92
0.00
3.92
3.58
0.00
3.58
3.75
0.00
3.75
3.92
0.00
3.92
3.41
0.00
3.41
3.92
0.00
3.92
29.83
0.50
29.33
VER2176 15296
1.24
0.00
1.24
1.07
0.00
1.07
1.13
0.00
1.13
1.18
0.00
1.18
1.18
0.00
1.18
1.14
0.00
1.14
0.05
0.00
0.05
 - - - - -
6.99
0.00
6.99
VER2176 15592
7.42
2.00
5.42
6.45
9.00
-2.55
6.78
0.00
6.78
7.10
0.00
7.10
7.10
0.00
7.10
6.77
0.00
6.77
0.32
0.00
0.32
 - - - - -
41.94
11.00
30.94
VER2176 15551
6.68
0.00
6.68
5.81
0.00
5.81
6.09
0.00
6.09
6.39
0.00
6.39
6.38
0.00
6.38
6.10
0.00
6.10
0.29
0.00
0.29
 - - - - -
37.74
0.00
37.74
VER2176 15886
16.03
11.00
5.03
 - - - - - - - - - - -
16.03
11.00
5.03
VER2176 16079 -
2.62
14.00
-11.38
2.75
0.00
2.75
2.88
0.00
2.88
2.88
0.00
2.88
2.74
0.00
2.74
0.13
0.00
0.13
 - - - - -
14.00
14.00
0.00