Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1004803

Account Name

1004803
Associated Projects
Project ID Project Name
VER1735 VER1735
VER2182 VER2182
VER2407 VER2407
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 16.18h, Written: 16.00h, Difference: 0.18h (99%)

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

£94k

 

Planned Fees

£104k

Discount:
£9k (9.8%)

Corrected Fees

£104k

Scope Change:
£0k (0.0%)

Written Hours

£99k

Unrealised:
£-4k (-4.3%)

Revenue Assigned

£96k

Leakage:
£-3k (-2.6%)

Invoiced

£99k

Billing:
£3k (2.7%)

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)		 £20k £24k £24k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £28k £33k £33k £29k £23k £29k
2024 £67k £70k £70k £70k £73k £70k
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)		 £20k £4k
(19.8%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £28k £5k
(19.8%) 		£0k
(0.0%) 		£-5k
(-14.1%) 		£-5k
(-17.8%) 		£5k
(21.6%)
2024 £67k £4k
(5.6%) 		£0k
(0.0%) 		£0k
(0.3%) 		£2k
(3.5%) 		£-2k
(-3.4%)
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 £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £48k
Planned £5k £4k £5k £5k £5k £5k £5k £5k £5k £5k £4k £5k £57k
Corrected £5k £4k £5k £5k £5k £5k £5k £5k £5k £5k £4k £5k £57k
Written £5k £5k £5k £5k £5k £5k - - - - - - £29k
Revenue £-0k £8k £6k £4k £5k - - - - - - - £23k
Invoiced - - £14k £5k £5k £5k - - - - - - £29k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £4k £4k £4k £4k £4k £3k £4k £4k £4k £23k £6k £4k £67k
Planned £5k £4k £4k £5k £5k £4k £5k £5k £4k £18k £6k £5k £70k
Corrected £5k £4k £4k £5k £5k £4k £5k £5k £4k £18k £6k £5k £70k
Written £5k £5k £5k £5k £5k £5k £5k £5k £5k £19k £5k £5k £70k
Revenue - £10k £5k £4k £5k £5k £5k £5k £5k £20k £6k £5k £73k
Invoiced - - £9k £9k £5k £5k £5k £5k - £9k £24k - £70k
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
VER1735 VER1735-2 15802 GB Senior Consultant No 2024-01-02 2025-01-01 9% 238.37 290.70 192.00 192.00
VER2182 VER2182-1 15793 GB Senior Manager No 2024-10-21 2024-11-01 90% 290.70 203.49 72.00 72.00
VER2407 VER2407-2 15802 GB Senior Consultant No 2025-01-02 2026-01-01 9% 248.51 297.62 192.00 96.00
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
VER1735 15802
0.73
0.00
0.73
 - - - - - - - - - - -
0.73
0.00
0.73
VER2407 15802
16.18
16.00
0.18
14.71
16.00
-1.29
15.45
16.00
-0.55
16.18
16.00
0.18
16.18
16.00
0.18
15.45
16.00
-0.55
16.92
0.00
16.92
15.45
0.00
15.45
16.19
0.00
16.19
16.92
0.00
16.92
14.71
0.00
14.71
16.92
0.00
16.92
191.26
96.00
95.26