Client Analysis

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Client Metadata

Account ID

1004922

Account Name

1004922
Associated Projects
Project ID Project Name
VER1942 VER1942
VER2207 VER2207
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 92.59h, Written: 82.00h, Difference: 10.59h (89%)

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

£147k

 

Planned Fees

£167k

Discount:
£20k (13.9%)

Corrected Fees

£169k

Scope Change:
£2k (1.0%)

Written Hours

£161k

Unrealised:
£-8k (-4.4%)

Revenue Assigned

£162k

Leakage:
£0k (0.3%)

Invoiced

£157k

Billing:
£-4k (-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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £86k £101k £121k £87k £80k £99k
2024 £60k £67k £48k £75k £82k £58k
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)		 £86k £14k
(16.4%) 		£21k
(20.5%) 		£-35k
(-28.5%) 		£-7k
(-8.0%) 		£19k
(24.2%)
2024 £60k £6k
(10.4%) 		£-19k
(-28.5%) 		£27k
(56.7%) 		£7k
(9.9%) 		£-24k
(-28.8%)
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 £15k £13k £14k £15k £14k £14k £1k - - - - - £86k
Planned £18k £15k £17k £18k £16k £15k £1k - - - - - £101k
Corrected £18k £15k £21k £24k £22k £20k £1k - - - - - £121k
Written £16k £23k £20k £21k £2k £4k - - - - - - £87k
Revenue £11k £24k £21k £21k £2k - - - - - - - £80k
Invoiced £17k - £40k £21k £21k - - - - - - - £99k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - £1k £14k £14k £3k £3k £3k £8k £14k £60k
Planned - - - - £1k £13k £13k £4k £4k £4k £10k £17k £67k
Corrected - - - - £0k £4k £4k £4k £4k £4k £10k £17k £48k
Written - - - - £2k £8k £13k £5k £2k £0k £24k £20k £75k
Revenue - - - - £1k £9k £14k £6k £2k £0k £29k £22k £82k
Invoiced - - - - - - £10k £13k £6k £2k £0k £28k £58k
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
VER1942 VER1942-1 15243 GB Director No 2024-05-30 2025-07-01 1% 325.58 325.58 16.00 16.00
VER1942 VER1942-3 15413 CH Senior Consultant No 2024-05-30 2024-07-27 0% 296.88 238.37 0.00 0.00
VER1942 VER1942-5 15382 NL Senior Consultant No 2024-05-30 2025-07-01 3% 205.00 238.37 73.00 67.00
VER1942 VER1942-2 15697 ZA Manager No 2024-05-31 2024-11-01 5% 142.50 267.44 46.00 46.00
VER1942 VER1942-6 15856 GB Manager No 2024-11-18 2025-07-01 5% 267.44 267.44 58.50 54.50
VER1942 VER1942-7 15648 NL Consultant No 2024-11-18 2025-07-01 5% 172.50 238.37 63.50 63.50
VER1942 VER1942-8 15478 GB Manager No 2024-12-02 2025-07-01 0% 267.44 267.44 4.00 4.00
VER2207 VER2207-1 15697 ZA Manager No 2024-11-01 2025-05-01 4% 142.50 290.70 46.00 46.00
VER2207 VER2207-2 15856 GB Manager No 2024-11-18 2025-07-01 11% 267.44 267.44 144.00 144.00
VER2207 VER2207-3 15648 NL Consultant No 2024-11-18 2025-06-14 9% 172.50 209.30 109.00 109.00
VER2207 VER2207-5 15697 ZA Manager No 2025-03-10 2025-07-01 14% 153.13 273.81 94.00 82.00
VER2207 VER2207-6 16127 AE Senior Consultant No 2025-06-16 2025-07-01 8% 256.70 214.29 8.00 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
VER1942 15243
1.30
0.00
1.30
1.13
2.00
-0.87
1.18
0.00
1.18
1.24
0.00
1.24
1.24
0.00
1.24
1.17
0.00
1.17
0.06
0.00
0.06
 - - - - -
7.32
2.00
5.32
VER1942 15382
5.91
0.00
5.91
5.14
0.00
5.14
5.40
0.00
5.40
5.66
0.00
5.66
5.66
0.00
5.66
5.39
0.00
5.39
0.26
0.00
0.26
 - - - - -
33.42
0.00
33.42
VER1942 15856
8.31
6.00
2.31
7.22
11.50
-4.28
7.58
0.00
7.58
7.95
0.00
7.95
7.94
0.00
7.94
7.59
0.00
7.59
0.36
0.00
0.36
 - - - - -
46.95
17.50
29.45
VER1942 15648
9.02
20.00
-10.98
7.84
9.50
-1.66
8.23
0.00
8.23
8.62
0.00
8.62
8.62
0.00
8.62
8.24
0.00
8.24
0.39
0.00
0.39
 - - - - -
50.96
29.50
21.46
VER1942 15478
0.61
0.00
0.61
0.53
0.00
0.53
0.55
0.00
0.55
0.58
0.00
0.58
0.58
0.00
0.58
0.54
0.00
0.54
0.03
0.00
0.03
 - - - - -
3.42
0.00
3.42
VER2207 15697
8.14
11.00
-2.86
7.08
18.00
-10.92
7.43
0.00
7.43
7.79
0.00
7.79
0.35
0.00
0.35
 - - - - - - -
30.79
29.00
1.79
VER2207 15856
20.45
16.00
4.45
17.78
28.00
-10.22
18.67
34.00
-15.33
19.55
21.00
-1.45
19.55
0.00
19.55
18.68
0.00
18.68
0.88
0.00
0.88
 - - - - -
115.56
99.00
16.56
VER2207 15648
16.72
10.00
6.72
14.54
22.00
-7.46
15.26
28.00
-12.74
15.98
18.00
-2.02
16.00
1.00
15.00
7.26
2.00
5.26
 - - - - - -
85.76
81.00
4.76
VER2207 15697 - -
18.34
20.00
-1.66
25.22
43.00
-17.78
25.22
7.00
18.22
24.08
12.00
12.08
1.14
0.00
1.14
 - - - - -
94.00
82.00
12.00
VER2207 16127 - - - - -
7.33
0.00
7.33
0.67
0.00
0.67
 - - - - -
8.00
0.00
8.00