Client Analysis

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Client Metadata

Account ID

1004910

Account Name

1004910
Associated Projects
Project ID Project Name
VER1816 VER1816
VER2147 VER2147
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 152.56h, Written: 155.50h, Difference: -2.94h (102%)

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

£281k

 

Planned Fees

£180k

Discount:
£-101k (-36.0%)

Corrected Fees

£177k

Scope Change:
£-3k (-1.5%)

Written Hours

£175k

Unrealised:
£-2k (-1.3%)

Revenue Assigned

£163k

Leakage:
£-12k (-6.6%)

Invoiced

£165k

Billing:
£1k (0.9%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £172k £101k £99k £104k £96k £121k
2024 £109k £79k £78k £71k £67k £44k
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)		 £172k £-71k
(-41.5%) 		£-1k
(-1.3%) 		£5k
(4.8%) 		£-8k
(-7.4%) 		£24k
(25.1%)
2024 £109k £-30k
(-27.5%) 		£-1k
(-1.8%) 		£-7k
(-9.2%) 		£-4k
(-5.5%) 		£-23k
(-34.0%)
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 £23k £21k £22k £35k £35k £33k £3k - - - - - £172k
Planned £12k £11k £12k £22k £22k £21k £2k - - - - - £101k
Corrected £12k £11k £12k £21k £21k £20k £2k - - - - - £99k
Written £10k £11k £24k £21k £25k £13k £0k - - - - - £104k
Revenue £14k £10k £26k £22k £25k - - - - - - - £96k
Invoiced £24k - £24k - £72k £0k - - - - - - £121k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £2k £5k £6k £6k £6k £5k £6k £6k £4k £19k £21k £22k £109k
Planned £2k £5k £6k £6k £6k £5k £6k £6k £4k £10k £11k £12k £79k
Corrected £2k £5k £6k £6k £6k £5k £6k £6k £4k £10k £11k £11k £78k
Written £2k £8k £7k £2k £7k £15k - £3k - £3k £14k £10k £71k
Revenue - - £33k £1k £4k £1k £2k - £3k - - £24k £67k
Invoiced - - - - - - £44k - - - - - £44k
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
VER1816 VER1816-7 15963 GB Senior Manager No 2024-01-22 2024-08-31 1% 290.70 200.00 16.00 16.00
VER1816 VER1816-5 15662 GB Business Associate No 2024-01-23 2024-09-27 10% 262.50 262.50 150.00 150.00
VER1816 VER1816-4 15122 GB Partner No 2024-03-05 2024-08-31 1% 383.72 397.50 8.00 4.00
VER2147 VER2147-2 15628 CH Manager No 2024-10-07 2025-07-02 5% 343.75 222.36 75.00 75.00
VER2147 VER2147-5 15701 US Manager No 2024-10-07 2025-07-02 8% 327.83 212.06 116.00 128.00
VER2147 VER2147-1 15662 GB Business Associate No 2024-10-07 2025-07-02 5% 169.80 169.80 77.00 76.00
VER2147 VER2147-3 15533 ZA Manager No 2024-10-07 2025-07-02 12% 142.50 132.61 192.00 192.00
VER2147 VER2147-4 15771 NL Consultant No 2024-10-07 2025-07-02 14% 172.50 92.18 214.00 255.00
VER2147 VER2147-8 15662 GB Business Associate No 2024-10-07 2025-07-02 0% 0.00 0.00 0.00 0.00
VER2147 VER2147-10 15533 ZA Manager No 2024-10-07 2025-07-02 3% 142.50 0.00 40.00 0.00
VER2147 VER2147-9 15628 CH Manager No 2024-10-07 2025-07-02 3% 343.75 0.00 40.00 0.00
VER2147 VER2147-12 15701 US Manager No 2024-10-07 2025-07-02 3% 327.83 0.00 40.00 0.00
VER2147 VER2147-11 15771 NL Consultant No 2024-10-07 2025-07-02 3% 172.50 0.00 40.00 0.00
VER2147 VER2147-13 16079 US Consultant No 2025-02-03 2025-07-02 5% 246.65 92.18 42.00 32.00
VER2147 VER2147-15 15672 US Manager No 2025-04-01 2025-07-02 11% 321.43 212.06 61.00 29.00
VER2147 VER2147-14 15603 ZA Senior Manager No 2025-04-01 2025-07-02 16% 185.00 169.80 88.00 92.00
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
VER2147 15628
8.94
0.00
8.94
7.77
0.00
7.77
8.16
0.00
8.16
8.55
0.00
8.55
8.55
0.00
8.55
8.16
0.00
8.16
0.78
0.00
0.78
 - - - - -
50.91
0.00
50.91
VER2147 15701
13.82
4.00
9.82
12.02
10.00
2.02
12.62
45.00
-32.38
13.22
36.00
-22.78
13.23
13.00
0.23
12.62
15.00
-2.38
1.21
0.00
1.21
 - - - - -
78.74
123.00
-44.26
VER2147 15662
9.18
9.00
0.18
7.98
17.50
-9.52
8.38
22.50
-14.12
8.78
4.50
4.28
8.77
7.50
1.27
8.39
4.50
3.89
0.79
0.00
0.79
 - - - - -
52.27
65.50
-13.23
VER2147 15533
22.88
34.00
-11.12
19.90
24.00
-4.10
20.89
47.00
-26.11
21.89
3.00
18.89
21.89
42.00
-20.11
20.88
22.00
-1.12
1.99
0.00
1.99
 - - - - -
130.32
172.00
-41.68
VER2147 15771
25.50
31.00
-5.50
22.17
29.00
-6.83
23.29
35.00
-11.71
24.39
77.00
-52.61
24.39
37.00
-12.61
23.29
0.00
23.29
2.22
0.00
2.22
 - - - - -
145.25
209.00
-63.75
VER2147 15533
4.77
0.00
4.77
4.14
0.00
4.14
4.35
0.00
4.35
4.56
0.00
4.56
4.56
0.00
4.56
4.36
0.00
4.36
0.41
0.00
0.41
 - - - - -
27.15
0.00
27.15
VER2147 15628
4.77
0.00
4.77
4.14
0.00
4.14
4.35
0.00
4.35
4.56
0.00
4.56
4.56
0.00
4.56
4.36
0.00
4.36
0.41
0.00
0.41
 - - - - -
27.15
0.00
27.15
VER2147 15701
4.77
0.00
4.77
4.14
0.00
4.14
4.35
0.00
4.35
4.56
0.00
4.56
4.56
0.00
4.56
4.36
0.00
4.36
0.41
0.00
0.41
 - - - - -
27.15
0.00
27.15
VER2147 15771
4.77
0.00
4.77
4.14
0.00
4.14
4.35
0.00
4.35
4.56
0.00
4.56
4.56
0.00
4.56
4.36
0.00
4.36
0.41
0.00
0.41
 - - - - -
27.15
0.00
27.15
VER2147 16079 -
7.77
0.00
7.77
8.17
11.00
-2.83
8.56
8.00
0.56
8.55
2.00
6.55
8.17
11.00
-2.83
0.78
1.00
-0.22
 - - - - -
42.00
33.00
9.00
VER2147 15672 - - -
20.03
0.00
20.03
20.03
29.00
-8.97
19.12
0.00
19.12
1.82
0.00
1.82
 - - - - -
61.00
29.00
32.00
VER2147 15603 - - -
28.90
27.00
1.90
28.89
35.00
-6.11
27.58
30.00
-2.42
2.63
0.00
2.63
 - - - - -
88.00
92.00
-4.00