Client Analysis

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Client Metadata

Account ID

1004843

Account Name

1004843
Associated Projects
Project ID Project Name
VER1943 VER1943
VER2481 VER2481
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 41.44h, Written: 24.00h, Difference: 17.44h (58%)

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

£97k

 

Planned Fees

£89k

Discount:
£-7k (-7.5%)

Corrected Fees

£84k

Scope Change:
£-6k (-6.4%)

Written Hours

£61k

Unrealised:
£-23k (-27.2%)

Revenue Assigned

£49k

Leakage:
£-12k (-19.2%)

Invoiced

£58k

Billing:
£9k (17.9%)

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)		 £48k £45k £38k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £57k £53k £47k £16k £9k £21k
2024 £40k £36k £36k £45k £40k £37k
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)		 £48k £-3k
(-6.6%) 		£-7k
(-15.8%) 		- - -
2025 (Actual)
(Up to July 2025)		 £57k £-4k
(-6.9%) 		£-6k
(-10.8%) 		£-31k
(-66.6%) 		£-7k
(-43.9%) 		£12k
(137.6%)
2024 £40k £-3k
(-8.3%) 		£0k
(0.0%) 		£9k
(23.8%) 		£-5k
(-10.6%) 		£-3k
(-8.3%)
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 £6k £6k £6k £10k £10k £9k £10k £9k £10k £10k £9k £10k £105k
Planned £6k £5k £5k £9k £9k £9k £9k £9k £9k £9k £8k £9k £98k
Corrected £6k £5k £5k £8k £8k £7k £8k £7k £8k £8k £7k £8k £85k
Written £1k - - £4k £4k £5k £1k - - - - - £16k
Revenue £1k £1k £-1k £4k £4k - - - - - - - £9k
Invoiced - £8k - £4k £9k - - - - - - - £21k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - £2k £5k £6k £5k £5k £6k £5k £6k £40k
Planned - - - - £2k £4k £5k £5k £5k £5k £5k £6k £36k
Corrected - - - - £2k £4k £5k £5k £5k £5k £5k £6k £36k
Written - - - - £8k £9k £18k £3k £1k £3k £3k - £45k
Revenue - - - - £5k £11k £18k £3k £1k £2k £3k £-3k £40k
Invoiced - - - - £3k - £11k - £4k £4k £11k £4k £37k
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
VER1943 VER1943-2 15552 JP Senior Manager No 2024-05-07 2025-04-01 4% 224.52 224.52 72.00 86.50
VER1943 VER1943-4 15617 JP Senior Consultant No 2024-05-27 2025-04-01 3% 171.18 171.10 56.00 44.50
VER1943 VER1943-3 15582 NL Senior Consultant No 2024-05-27 2025-04-01 8% 205.00 171.10 138.00 98.50
VER1943 VER1943-6 7000026 N/A N/A No 2024-11-18 2025-04-01 3% 148.41 148.41 20.00 10.00
VER1943 VER1943-5 7000026 N/A N/A No 2024-11-19 2025-04-01 1% 163.06 163.06 6.00 2.00
VER2481 VER2481-3 15552 JP Senior Manager No 2025-04-01 2026-04-01 4% 226.56 226.56 80.00 0.00
VER2481 VER2481-6 15552 JP Senior Manager No 2025-04-01 2026-04-01 4% 226.56 226.56 80.00 27.50
VER2481 VER2481-10 7000026 N/A N/A No 2025-04-01 2026-04-01 0% 184.38 184.38 1.00 0.00
VER2481 VER2481-4 15582 NL Senior Consultant No 2025-04-01 2026-04-01 0% 210.00 171.88 1.00 0.00
VER2481 VER2481-5 15617 JP Senior Consultant No 2025-04-01 2026-04-01 5% 171.88 171.88 100.00 0.00
VER2481 VER2481-7 15582 NL Senior Consultant No 2025-04-01 2026-04-01 5% 210.00 171.88 100.00 21.00
VER2481 VER2481-8 15617 JP Senior Consultant No 2025-04-01 2026-04-01 5% 171.88 171.88 100.00 26.50
VER2481 VER2481-11 7000026 N/A N/A No 2025-04-01 2026-04-01 1% 167.50 167.50 14.00 0.00
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
VER1943 15552
7.02
0.00
7.02
6.10
0.00
6.10
6.40
0.00
6.40
0.31
0.00
0.31
 - - - - - - - -
19.83
0.00
19.83
VER1943 15617
5.80
0.00
5.80
5.04
0.00
5.04
5.30
0.00
5.30
0.25
0.00
0.25
 - - - - - - - -
16.39
0.00
16.39
VER1943 15582
14.30
0.00
14.30
12.43
0.00
12.43
13.05
0.00
13.05
0.62
0.00
0.62
 - - - - - - - -
40.40
0.00
40.40
VER1943 7000026
4.74
3.50
1.24
4.12
0.00
4.12
4.33
0.00
4.33
0.21
0.00
0.21
 - - - - - - - -
13.40
3.50
9.90
VER1943 7000026
1.44
0.00
1.44
1.25
0.00
1.25
1.31
0.00
1.31
0.06
0.00
0.06
 - - - - - - - -
4.06
0.00
4.06
VER2481 15552 - - -
6.72
0.00
6.72
6.72
0.00
6.72
6.41
0.00
6.41
7.02
0.00
7.02
6.41
0.00
6.41
6.72
0.00
6.72
7.02
0.00
7.02
6.11
0.00
6.11
7.02
0.00
7.02
60.15
0.00
60.15
VER2481 15552 - - -
6.72
6.00
0.72
6.72
14.00
-7.28
6.41
7.50
-1.09
7.02
0.00
7.02
6.41
0.00
6.41
6.72
0.00
6.72
7.02
0.00
7.02
6.11
0.00
6.11
7.02
0.00
7.02
60.15
27.50
32.65
VER2481 7000026 - - -
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.75
0.00
0.75
VER2481 15582 - - -
0.09
0.00
0.09
0.09
0.00
0.09
0.07
0.00
0.07
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.07
0.00
0.07
0.09
0.00
0.09
0.76
0.00
0.76
VER2481 15617 - - -
8.40
0.00
8.40
8.40
0.00
8.40
8.01
0.00
8.01
8.78
0.00
8.78
8.02
0.00
8.02
8.40
0.00
8.40
8.78
0.00
8.78
7.63
0.00
7.63
8.78
0.00
8.78
75.20
0.00
75.20
VER2481 15582 - - -
8.40
18.00
-9.60
8.40
3.00
5.40
8.01
0.00
8.01
8.78
0.00
8.78
8.02
0.00
8.02
8.40
0.00
8.40
8.78
0.00
8.78
7.63
0.00
7.63
8.78
0.00
8.78
75.20
21.00
54.20
VER2481 15617 - - -
8.40
0.00
8.40
8.40
4.50
3.90
8.01
22.00
-13.99
8.78
5.00
3.78
8.02
0.00
8.02
8.40
0.00
8.40
8.78
0.00
8.78
7.63
0.00
7.63
8.78
0.00
8.78
75.20
31.50
43.70
VER2481 7000026 - - -
1.18
0.00
1.18
1.18
0.00
1.18
1.12
0.00
1.12
1.23
0.00
1.23
1.12
0.00
1.12
1.17
0.00
1.17
1.23
0.00
1.23
1.07
0.00
1.07
1.23
0.00
1.23
10.53
0.00
10.53