Client Analysis

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Client Metadata

Account ID

1005081

Account Name

1005081
Associated Projects
Project ID Project Name
VER1890 VER1890
VER2184 VER2184
VER2447 VER2447
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 32.19h, Written: 37.00h, Difference: -4.81h (115%)

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

£365k

 

Planned Fees

£245k

Discount:
£-121k (-33.0%)

Corrected Fees

£242k

Scope Change:
£-3k (-1.1%)

Written Hours

£228k

Unrealised:
£-14k (-5.9%)

Revenue Assigned

£210k

Leakage:
£-18k (-7.9%)

Invoiced

£214k

Billing:
£4k (2.1%)

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)		 £62k £47k £44k £33k £24k £41k
2024 £304k £198k £198k £195k £186k £173k
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)		 £62k £-15k
(-24.4%) 		£-3k
(-5.7%) 		£-11k
(-25.0%) 		£-9k
(-27.8%) 		£18k
(73.7%)
2024 £304k £-106k
(-34.8%) 		£0k
(0.0%) 		£-3k
(-1.6%) 		£-9k
(-4.5%) 		£-13k
(-7.1%)
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 £2k - £11k £15k £15k £17k £1k - - - - - £62k
Planned £1k - £8k £11k £11k £13k £1k - - - - - £47k
Corrected £1k - £6k £9k £9k £17k £1k - - - - - £44k
Written - - £7k £10k £7k £9k - - - - - - £33k
Revenue - - £7k £10k £7k - - - - - - - £24k
Invoiced £18k - - £7k £10k £7k - - - - - - £41k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - £10k £36k £31k £36k £35k £33k £36k £42k £44k £304k
Planned - - - £7k £23k £20k £23k £22k £21k £23k £28k £30k £198k
Corrected - - - £7k £23k £20k £23k £22k £21k £23k £28k £30k £198k
Written - - - £6k £34k £13k £38k £31k £35k £21k £13k £5k £195k
Revenue - - - - £36k £12k £34k £31k £35k £21k £3k £15k £186k
Invoiced - - - - £6k £33k £12k £37k £31k £34k £21k - £173k
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
VER1890 VER1890-1 15597 CH Manager No 2024-04-22 2025-01-01 8% 343.75 256.51 120.00 92.00
VER1890 VER1890-2 15413 CH Senior Consultant No 2024-04-22 2025-01-01 27% 296.88 251.96 400.00 506.00
VER1890 VER1890-7 7000015 N/A N/A No 2024-04-22 2025-01-01 3% 185.00 185.00 40.00 0.00
VER1890 VER1890-3 15843 IN Manager No 2024-04-23 2025-01-01 15% 235.00 203.12 224.00 142.00
VER1890 VER1890-5 108 NL Director No 2024-04-23 2025-01-01 6% 305.00 0.00 90.00 6.00
VER1890 VER1890-6 15528 CH Director No 2024-04-23 2025-01-01 6% 434.90 0.00 90.00 8.00
VER2184 VER2184-1 15413 CH Senior Consultant No 2024-11-01 2025-01-01 18% 296.88 234.38 64.00 64.00
VER2447 VER2447-3 15528 CH Partner No 2025-03-10 2025-07-01 1% 507.89 460.53 4.00 4.00
VER2447 VER2447-2 15597 CH Senior Manager No 2025-03-10 2025-07-01 2% 400.66 328.95 16.00 15.50
VER2447 VER2447-1 15413 CH Manager No 2025-03-10 2025-07-01 15% 352.63 256.58 100.00 100.00
VER2447 VER2447-6 16078 IN Senior Consultant No 2025-06-16 2025-07-01 40% 210.00 256.58 38.50 1.50
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
VER1890 15597
0.66
0.00
0.66
 - - - - - - - - - - -
0.66
0.00
0.66
VER1890 15413
2.19
0.00
2.19
 - - - - - - - - - - -
2.19
0.00
2.19
VER1890 7000015
0.22
0.00
0.22
 - - - - - - - - - - -
0.22
0.00
0.22
VER1890 15843
1.23
0.00
1.23
 - - - - - - - - - - -
1.23
0.00
1.23
VER1890 108
0.49
0.00
0.49
 - - - - - - - - - - -
0.49
0.00
0.49
VER1890 15528
0.49
0.00
0.49
 - - - - - - - - - - -
0.49
0.00
0.49
VER2184 15413
1.45
0.00
1.45
 - - - - - - - - - - -
1.45
0.00
1.45
VER2447 15528 - -
0.78
1.00
-0.22
1.07
0.00
1.07
1.08
1.50
-0.42
1.02
1.50
-0.48
0.05
0.00
0.05
 - - - - -
4.00
4.00
0.00
VER2447 15597 - -
3.12
3.00
0.12
4.29
3.00
1.29
4.30
4.50
-0.20
4.09
5.00
-0.91
0.20
0.00
0.20
 - - - - -
16.00
15.50
0.50
VER2447 15413 - -
19.51
20.00
-0.49
26.83
34.00
-7.17
26.84
20.00
6.84
25.60
26.00
-0.40
1.22
0.00
1.22
 - - - - -
100.00
100.00
0.00
VER2447 16078 - - - - -
35.29
1.50
33.79
3.21
0.00
3.21
 - - - - -
38.50
1.50
37.00