Client Analysis

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Client Metadata

Account ID

1005010

Account Name

1005010
Associated Projects
Project ID Project Name
VER1962 VER1962
VER2181 VER2181
VER2463 VER2463
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 83.59h, Written: 72.50h, Difference: 11.09h (87%)

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

£1,231k

 

Planned Fees

£1,016k

Discount:
£-215k (-17.4%)

Corrected Fees

£882k

Scope Change:
£-134k (-13.2%)

Written Hours

£849k

Unrealised:
£-33k (-3.7%)

Revenue Assigned

£847k

Leakage:
£-2k (-0.3%)

Invoiced

£856k

Billing:
£9k (1.1%)

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)		 £437k £350k £313k £148k £119k £208k
2024 £794k £666k £569k £701k £728k £648k
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)		 £437k £-87k
(-20.0%) 		£-37k
(-10.6%) 		£-165k
(-52.7%) 		£-29k
(-19.6%) 		£89k
(74.6%)
2024 £794k £-127k
(-16.1%) 		£-97k
(-14.6%) 		£132k
(23.2%) 		£27k
(3.8%) 		£-80k
(-11.0%)
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 £139k £110k £116k £27k £23k £22k £1k - - - - - £437k
Planned £115k £90k £95k £19k £15k £15k £1k - - - - - £350k
Corrected £102k £79k £83k £19k £15k £15k £1k - - - - - £313k
Written £68k £25k £16k £17k £13k £9k - - - - - - £148k
Revenue £40k £-0k £52k £15k £12k - - - - - - - £119k
Invoiced £65k - - £96k - £47k - - - - - - £208k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - £68k £72k £90k £101k £96k £120k £120k £126k £794k
Planned - - - - £58k £61k £75k £84k £80k £101k £101k £106k £666k
Corrected - - - - £47k £49k £62k £72k £68k £88k £89k £94k £569k
Written - - - - £54k £53k £57k £119k £95k £120k £136k £68k £701k
Revenue - - - - - £105k £63k £112k £95k £112k £97k £144k £728k
Invoiced - - - - - - £115k - £177k £98k £115k £143k £648k
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
VER1962 VER1962-3 15532 US Manager No 2024-05-06 2025-04-01 32% 327.83 259.43 612.00 500.00
VER1962 VER1962-4 15740 US Manager No 2024-05-06 2025-04-01 33% 327.83 259.43 630.00 895.00
VER1962 VER1962-2 15672 US Manager No 2024-05-07 2025-04-01 15% 327.83 259.43 287.00 327.00
VER1962 VER1962-5 15544 US Senior Consultant No 2024-05-07 2025-04-01 4% 292.45 232.55 68.00 68.00
VER1962 VER1962-6 15653 IN Senior Consultant No 2024-05-07 2025-04-01 34% 205.00 232.55 645.00 266.00
VER1962 VER1962-1 15507 US Partner No 2024-05-28 2025-04-01 3% 500.00 306.60 56.00 45.00
VER1962 VER1962-10 7000015 N/A N/A No 2024-06-24 2025-04-01 3% 235.85 235.85 45.00 30.25
VER1962 VER1962-11 15984 US Senior Consultant No 2024-07-24 2025-04-01 40% 292.45 232.55 577.00 777.00
VER2181 VER2181-1 15653 IN Senior Consultant No 2024-10-15 2025-01-16 18% 205.00 212.26 98.50 98.50
VER2181 VER2181-2 15596 US Consultant No 2024-10-15 2025-01-16 41% 252.36 212.26 221.50 221.50
VER2463 VER2463-1 15740 US Manager No 2025-01-02 2025-07-01 28% 321.43 245.54 289.00 179.00
VER2463 VER2463-2 15984 US Senior Consultant No 2025-01-02 2025-07-01 8% 286.83 220.09 85.00 52.00
VER2463 VER2463-8 15672 US Manager No 2025-04-01 2025-07-01 2% 321.43 0.00 10.00 4.00
VER2463 VER2463-7 15507 US Partner No 2025-04-01 2025-07-01 2% 491.07 0.00 10.00 5.00
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
VER1962 15532
59.39
11.00
48.39
51.64
0.00
51.64
54.23
0.00
54.23
2.58
0.00
2.58
 - - - - - - - -
167.84
11.00
156.84
VER1962 15740
61.14
113.00
-51.86
53.17
57.00
-3.83
55.83
0.00
55.83
2.66
0.00
2.66
 - - - - - - - -
172.80
170.00
2.80
VER1962 15672
27.97
10.00
17.97
24.32
0.00
24.32
25.54
0.00
25.54
1.22
0.00
1.22
 - - - - - - - -
79.05
10.00
69.05
VER1962 15544
6.62
0.00
6.62
5.76
0.00
5.76
6.06
0.00
6.06
0.28
0.00
0.28
 - - - - - - - -
18.72
0.00
18.72
VER1962 15653
62.86
4.00
58.86
54.66
0.00
54.66
57.40
0.00
57.40
2.73
0.00
2.73
 - - - - - - - -
177.65
4.00
173.65
VER1962 15507
5.83
1.00
4.83
5.07
0.00
5.07
5.32
0.00
5.32
0.25
0.00
0.25
 - - - - - - - -
16.47
1.00
15.47
VER1962 7000015
5.13
1.50
3.63
4.46
3.25
1.21
4.68
0.00
4.68
0.22
0.00
0.22
 - - - - - - - -
14.49
4.75
9.74
VER1962 15984
73.73
134.00
-60.27
64.11
42.00
22.11
67.31
0.00
67.31
3.21
0.00
3.21
 - - - - - - - -
208.36
176.00
32.36
VER2181 15653
17.38
0.00
17.38
 - - - - - - - - - - -
17.38
0.00
17.38
VER2181 15596
39.09
0.00
39.09
 - - - - - - - - - - -
39.09
0.00
39.09
VER2463 15740
49.29
0.00
49.29
44.81
0.00
44.81
47.04
46.00
1.04
49.29
56.00
-6.71
49.28
44.00
5.28
47.05
33.00
14.05
2.24
0.00
2.24
 - - - - -
289.00
179.00
110.00
VER2463 15984
14.50
0.00
14.50
13.18
0.00
13.18
13.84
20.50
-6.66
14.49
16.50
-2.01
14.50
12.00
2.50
13.83
3.00
10.83
0.66
0.00
0.66
 - - - - -
85.00
52.00
33.00
VER2463 15672 - - -
3.33
0.00
3.33
3.34
0.00
3.34
3.18
0.00
3.18
0.15
0.00
0.15
 - - - - -
10.00
0.00
10.00
VER2463 15507 - - -
3.33
0.00
3.33
3.34
0.00
3.34
3.18
0.00
3.18
0.15
0.00
0.15
 - - - - -
10.00
0.00
10.00