Client Analysis

Search Client Account
Reset
Client Metadata

Account ID

1004949

Account Name

1004949
Associated Projects
Project ID Project Name
VER1824 VER1824
VER2059 VER2059
VER2426 VER2426
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 21.02h, Written: 13.00h, Difference: 8.02h (62%)

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

£101k

 

Planned Fees

£70k

Discount:
£-31k (-30.8%)

Corrected Fees

£70k

Scope Change:
£0k (0.0%)

Written Hours

£65k

Unrealised:
£-5k (-7.7%)

Revenue Assigned

£63k

Leakage:
£-1k (-2.1%)

Invoiced

£62k

Billing:
£-1k (-1.5%)

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)		 £20k £12k £12k £6k £5k £4k
2024 £82k £58k £58k £59k £59k £59k
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
(-39.0%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £20k £-8k
(-40.6%) 		£0k
(0.0%) 		£-6k
(-48.7%) 		£-1k
(-21.8%) 		£-1k
(-20.4%)
2024 £82k £-23k
(-28.4%) 		£0k
(0.0%) 		£0k
(0.5%) 		£-0k
(-0.1%) 		£0k
(0.0%)
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 £0k - £2k £4k £5k £4k £5k £0k - - - - £20k
Planned £0k - £1k £2k £3k £3k £3k £0k - - - - £12k
Corrected £0k - £1k £2k £3k £3k £3k £0k - - - - £12k
Written - - £2k £2k £1k £1k - - - - - - £6k
Revenue - - £2k £2k £1k - - - - - - - £5k
Invoiced - - - - £2k £2k - - - - - - £4k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - £5k £7k £7k £8k £7k £8k £9k £8k £9k £8k £8k £82k
Planned - £3k £5k £5k £5k £5k £5k £6k £6k £6k £6k £6k £58k
Corrected - £3k £5k £5k £5k £5k £5k £6k £6k £6k £6k £6k £58k
Written - - £4k £8k £6k £3k £8k £12k £5k £5k £5k £2k £59k
Revenue - - - £12k £6k £3k £8k - £17k £5k £5k £2k £59k
Invoiced - - - £4k £8k - £9k £8k - £12k - £17k £59k
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
VER1824 VER1824-2 15783 DE Senior Consultant No 2024-02-12 2024-08-01 10% 205.00 150.00 96.00 96.00
VER1824 VER1824-1 15783 DE Senior Consultant No 2024-02-12 2024-08-01 10% 205.00 143.75 104.00 104.00
VER2059 VER2059-2 15783 DE Senior Consultant No 2024-08-01 2025-01-01 11% 205.00 150.00 96.00 96.00
VER2059 VER2059-1 15783 DE Senior Consultant No 2024-08-01 2025-01-01 12% 205.00 143.75 104.00 104.00
VER2426 VER2426-2 15783 DE Manager No 2025-03-03 2025-08-01 1% 242.50 143.75 12.00 12.00
VER2426 VER2426-3 15783 DE Manager No 2025-03-11 2025-08-01 2% 242.50 150.00 16.00 9.00
VER2426 VER2426-1 15879 DE Consultant No 2025-03-11 2025-08-01 2% 175.00 0.00 16.00 16.00
VER2426 VER2426-4 15879 DE Consultant No 2025-04-07 2025-08-01 8% 175.00 131.25 56.00 22.00
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
VER2059 15783
0.87
0.00
0.87
 - - - - - - - - - - -
0.87
0.00
0.87
VER2059 15783
0.95
0.00
0.95
 - - - - - - - - - - -
0.95
0.00
0.95
VER2426 15783 - -
2.29
7.00
-4.71
2.40
5.00
-2.60
2.40
0.00
2.40
2.29
0.00
2.29
2.51
0.00
2.51
0.11
0.00
0.11
 - - - -
12.00
12.00
0.00
VER2426 15783 - -
2.31
6.00
-3.69
3.38
2.00
1.38
3.39
1.00
2.39
3.23
0.00
3.23
3.54
0.00
3.54
0.15
0.00
0.15
 - - - -
16.00
9.00
7.00
VER2426 15879 - -
2.31
0.00
2.31
3.38
0.00
3.38
3.39
0.00
3.39
3.23
0.00
3.23
3.54
0.00
3.54
0.15
0.00
0.15
 - - - -
16.00
0.00
16.00
VER2426 15879 - - -
11.86
6.00
5.86
14.49
6.00
8.49
13.84
10.00
3.84
15.15
0.00
15.15
0.66
0.00
0.66
 - - - -
56.00
22.00
34.00