Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1004832

Account Name

1004832
Associated Projects
Project ID Project Name
VER1855 VER1855
VER2169 VER2169
VER2495 VER2495
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 23.15h, Written: 5.00h, Difference: 18.15h (22%)

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

£99k

 

Planned Fees

£102k

Discount:
£3k (3.2%)

Corrected Fees

£107k

Scope Change:
£4k (4.4%)

Written Hours

£63k

Unrealised:
£-44k (-41.3%)

Revenue Assigned

£46k

Leakage:
£-17k (-26.4%)

Invoiced

£53k

Billing:
£7k (15.8%)

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 £31k £31k £2k £2k £2k
2024 £71k £71k £76k £61k £44k £52k
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
(20.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £28k £3k
(11.7%) 		£0k
(0.1%) 		£-29k
(-94.1%) 		£0k
(17.9%) 		£-0k
(-22.9%)
2024 £71k £-0k
(-0.1%) 		£4k
(6.3%) 		£-15k
(-19.6%) 		£-17k
(-27.7%) 		£8k
(17.7%)
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 £4k £3k £4k £4k £4k £4k £4k £4k £4k £4k £4k £4k £48k
Planned £4k £3k £4k £5k £5k £5k £5k £5k £5k £5k £4k £5k £55k
Corrected £4k £3k £4k £5k £5k £5k £5k £5k £5k £5k £4k £5k £55k
Written - £0k - £1k £0k £0k - - - - - - £2k
Revenue £1k £0k £0k £1k £0k - - - - - - - £2k
Invoiced £0k - - - £1k £0k - - - - - - £2k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - £7k £7k £6k £7k £7k £7k £7k £10k £11k £71k
Planned - - - £7k £7k £6k £7k £7k £7k £7k £10k £11k £71k
Corrected - - - £8k £8k £7k £8k £8k £7k £8k £11k £11k £76k
Written - - - £19k £19k £7k £4k £4k £7k £0k £2k £0k £61k
Revenue - - - - £37k £1k £6k £1k £6k £-2k £3k £-7k £44k
Invoiced - - - - - £31k £10k £10k - - - £0k £52k
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
VER1855 VER1855-5 15637 JP Senior Manager No 2024-04-01 2025-01-01 3% 224.52 224.52 51.00 35.50
VER1855 VER1855-4 15552 JP Senior Manager No 2024-04-01 2025-01-01 6% 224.52 224.52 100.00 137.00
VER1855 VER1855-6 15733 JP Manager No 2024-04-01 2025-01-01 7% 199.84 199.13 111.00 101.50
VER1855 VER1855-7 7000026 N/A N/A No 2024-04-01 2025-01-01 3% 163.06 163.06 40.00 5.00
VER1855 VER1855-8 7000026 N/A N/A No 2024-04-01 2025-01-01 3% 148.41 148.41 40.00 5.00
VER2169 VER2169-1 15552 JP Senior Manager No 2024-11-01 2025-04-01 3% 224.52 224.52 30.00 0.50
VER2169 VER2169-2 15617 JP Senior Consultant No 2024-11-01 2025-04-01 8% 171.18 171.34 70.00 1.25
VER2495 VER2495-1 15552 JP Senior Manager No 2025-04-01 2026-01-01 3% 226.56 271.88 40.00 2.00
VER2495 VER2495-2 16089 JP Senior Consultant No 2025-04-01 2026-01-01 10% 171.88 206.25 160.00 6.00
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
VER1855 15637
0.26
0.00
0.26
 - - - - - - - - - - -
0.26
0.00
0.26
VER1855 15552
0.50
0.00
0.50
 - - - - - - - - - - -
0.50
0.00
0.50
VER1855 15733
0.56
0.00
0.56
 - - - - - - - - - - -
0.56
0.00
0.56
VER1855 7000026
0.20
0.00
0.20
 - - - - - - - - - - -
0.20
0.00
0.20
VER1855 7000026
0.20
0.00
0.20
 - - - - - - - - - - -
0.20
0.00
0.20
VER2169 15552
6.39
0.00
6.39
5.56
0.00
5.56
5.83
0.00
5.83
0.28
0.00
0.28
 - - - - - - - -
18.06
0.00
18.06
VER2169 15617
14.91
0.00
14.91
12.96
0.25
12.71
13.61
0.00
13.61
0.65
0.00
0.65
 - - - - - - - -
42.13
0.25
41.88
VER2495 15552 - - -
4.44
1.00
3.44
4.44
1.00
3.44
4.24
0.00
4.24
4.65
0.00
4.65
4.24
0.00
4.24
4.45
0.00
4.45
4.65
0.00
4.65
4.04
0.00
4.04
4.65
0.00
4.65
39.80
2.00
37.80
VER2495 16089 - - -
17.78
4.00
13.78
17.78
1.00
16.78
16.97
1.00
15.97
18.59
0.00
18.59
16.97
0.00
16.97
17.78
0.00
17.78
18.58
0.00
18.58
16.16
0.00
16.16
18.58
0.00
18.58
159.19
6.00
153.19