Client Analysis


Client Metadata

Account ID

1005115

Account Name

1005115
Associated Projects
Project ID Project Name
VER1908 VER1908
VER2090 VER2090

Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 0.00h, Written: 0.00h, Difference: 0.00h (N/A%)

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

£264k

 

Planned Fees

£176k

Discount:
£-87k (-33.2%)

Corrected Fees

£222k

Scope Change:
£46k (26.0%)

Written Hours

£175k

Unrealised:
£-48k (-21.4%)

Revenue Assigned

£175k

Leakage:
£0k (0.0%)

Invoiced

£139k

Billing:
£-36k (-20.3%)

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)
£2k £1k £1k £0k £0k £0k
2024 £262k £175k £221k £175k £175k £139k
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)
£2k £-1k
(-34.8%)
£0k
(0.0%)
£-1k
(-100.0%)
£0k
(0.0%)
£0k
(0.0%)
2024 £262k £-87k
(-33.1%)
£46k
(26.2%)
£-47k
(-21.0%)
£0k
(0.0%)
£-36k
(-20.3%)
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 - - - - - - - - - - - £2k
Planned £1k - - - - - - - - - - - £1k
Corrected £1k - - - - - - - - - - - £1k
Written - - - - - - - - - - - - £0k
Revenue - - - - - - - - - - - - £0k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - £23k £20k £23k £22k £46k £60k £33k £33k £262k
Planned - - - - £16k £14k £16k £15k £31k £41k £22k £22k £175k
Corrected - - - - £30k £26k £30k £29k £27k £35k £21k £22k £221k
Written - - - - £31k £17k £28k £22k £18k £26k £19k £14k £175k
Revenue - - - - - £49k £28k £22k £18k £26k £19k £14k £175k
Invoiced - - - - - - - £77k - - £44k £19k £139k
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
VER1908 VER1908-1 15909 NL Manager No 2024-05-01 2024-08-31 43% 235.00 160.00 304.00 246.00
VER1908 VER1908-2 15950 NL Consultant No 2024-05-01 2024-08-31 84% 172.50 115.00 588.00 515.50
VER2090 VER2090-1 15909 NL Manager No 2024-09-04 2024-11-01 60% 235.00 160.00 208.00 106.00
VER2090 VER2090-2 15950 NL Consultant No 2024-09-09 2025-01-01 82% 172.50 115.00 544.00 437.00
VER2090 VER2090-3 15941 NL Senior Manager No 2024-11-01 2025-01-01 18% 262.50 160.00 64.00 56.00
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
VER2090 15950
6.55
0.00
6.55
- - - - - - - - - - -
6.55
0.00
6.55
VER2090 15941
1.45
0.00
1.45
- - - - - - - - - - -
1.45
0.00
1.45