Client Analysis

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Client Metadata

Account ID

1004873

Account Name

1004873
Associated Projects
Project ID Project Name
VER1786 VER1786
VER2130 VER2130
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 14.00h, Written: 18.50h, Difference: -4.50h (132%)

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

£83k

 

Planned Fees

£75k

Discount:
£-7k (-8.6%)

Corrected Fees

£71k

Scope Change:
£-5k (-6.6%)

Written Hours

£72k

Unrealised:
£1k (1.9%)

Revenue Assigned

£65k

Leakage:
£-7k (-9.5%)

Invoiced

£51k

Billing:
£-14k (-22.0%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £27k £25k £22k £17k £10k £12k
2024 £55k £50k £49k £55k £55k £38k
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)		 £27k £-2k
(-7.1%) 		£-4k
(-15.3%) 		£-4k
(-19.5%) 		£-7k
(-39.5%) 		£2k
(19.1%)
2024 £55k £-5k
(-9.3%) 		£-1k
(-2.2%) 		£6k
(11.4%) 		£0k
(0.0%) 		£-16k
(-29.9%)
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 £5k £4k £4k £5k £5k £4k £0k - - - - - £27k
Planned £4k £4k £4k £4k £4k £4k £0k - - - - - £25k
Corrected £4k £3k £3k £4k £4k £3k £0k - - - - - £22k
Written £2k £1k £0k £5k £4k £6k - - - - - - £17k
Revenue £2k £1k £0k £5k £3k - - - - - - - £10k
Invoiced £2k - £2k £0k £5k £3k - - - - - - £12k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - £3k £14k £14k £15k - - - - £2k £3k £5k £55k
Planned - £2k £12k £13k £14k - - - - £2k £3k £4k £50k
Corrected - £2k £12k £13k £13k - - - - £2k £2k £4k £49k
Written - £1k £4k £23k £14k - - - - £2k £9k £2k £55k
Revenue - - £5k £23k £14k - - - - £4k £7k £2k £55k
Invoiced - - - £5k £23k - - - - - - £10k £38k
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
VER1786 VER1786-1 15556 DE Partner No 2024-02-26 2024-06-01 4% 397.50 357.75 24.00 26.50
VER1786 VER1786-4 15672 US Manager No 2024-02-26 2024-06-01 3% 327.83 294.75 16.00 16.00
VER1786 VER1786-5 15671 US Consultant No 2024-02-26 2024-06-01 9% 252.36 227.25 52.50 52.50
VER1786 VER1786-2 15636 DE Manager No 2024-02-26 2024-06-01 7% 235.00 211.50 40.00 41.00
VER1786 VER1786-3 15709 DE Senior Consultant No 2024-02-26 2024-06-01 7% 205.00 184.50 40.00 40.00
VER2130 VER2130-1 15556 DE Partner No 2024-10-01 2025-07-01 2% 397.50 357.75 32.00 33.50
VER2130 VER2130-6 16094 DE Consultant No 2024-10-01 2025-07-01 1% 175.00 211.50 19.50 9.00
VER2130 VER2130-2 15636 DE Manager No 2024-11-19 2025-07-01 4% 235.00 211.50 46.00 58.00
VER2130 VER2130-3 15672 US Manager No 2024-11-20 2025-07-01 1% 327.83 294.75 14.00 12.00
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
VER2130 15556
3.75
1.00
2.75
3.27
0.50
2.77
3.43
0.50
2.93
3.59
6.50
-2.91
3.59
5.00
-1.41
3.43
5.50
-2.07
0.16
0.00
0.16
 - - - - -
21.22
19.00
2.22
VER2130 16094
2.29
0.00
2.29
1.98
0.00
1.98
2.09
0.00
2.09
2.19
0.00
2.19
2.19
6.00
-3.81
2.09
3.00
-0.91
0.10
0.00
0.10
 - - - - -
12.93
9.00
3.93
VER2130 15636
6.57
7.00
-0.43
5.71
2.00
3.71
6.00
1.00
5.00
6.29
12.00
-5.71
6.28
4.00
2.28
6.01
12.00
-5.99
0.29
0.00
0.29
 - - - - -
37.15
38.00
-0.85
VER2130 15672
2.01
0.00
2.01
1.75
0.00
1.75
1.84
0.00
1.84
1.93
0.00
1.93
1.92
0.00
1.92
1.84
2.00
-0.16
0.09
0.00
0.09
 - - - - -
11.38
2.00
9.38