Client Analysis

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Client Metadata

Account ID

1005149

Account Name

1005149
Associated Projects
Project ID Project Name
VER1935 VER1935
VER2291 VER2291
VER2391 VER2391
VER2572 VER2572
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 343.75h, Written: 328.00h, Difference: 15.75h (95%)

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

£817k

 

Planned Fees

£600k

Discount:
£-217k (-26.5%)

Corrected Fees

£600k

Scope Change:
£0k (0.0%)

Written Hours

£493k

Unrealised:
£-108k (-17.9%)

Revenue Assigned

£454k

Leakage:
£-39k (-7.9%)

Invoiced

£452k

Billing:
£-2k (-0.4%)

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)		 £92k £66k £66k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £478k £349k £349k £278k £239k £261k
2024 £339k £252k £252k £214k £214k £191k
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)		 £92k £-26k
(-28.6%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £478k £-129k
(-27.1%) 		£0k
(0.0%) 		£-70k
(-20.1%) 		£-39k
(-14.0%) 		£22k
(9.1%)
2024 £339k £-87k
(-25.7%) 		£0k
(0.0%) 		£-37k
(-14.9%) 		£0k
(0.0%) 		£-23k
(-10.9%)
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 £74k £69k £73k £76k £76k £73k £36k £29k £31k £32k - - £570k
Planned £54k £51k £53k £56k £56k £53k £26k £21k £22k £23k - - £415k
Corrected £54k £51k £53k £56k £56k £53k £26k £21k £22k £23k - - £415k
Written £51k £37k £50k £54k £45k £41k - - - - - - £278k
Revenue £19k £69k £50k £55k £45k - - - - - - - £239k
Invoiced £23k £51k £37k £50k £55k £44k - - - - - - £261k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - £30k £41k £47k £45k £43k £47k £43k £45k £339k
Planned - - - - £23k £30k £35k £33k £32k £35k £32k £33k £252k
Corrected - - - - £23k £30k £35k £33k £32k £35k £32k £33k £252k
Written - - - - £14k £25k £36k £16k £33k £36k £32k £23k £214k
Revenue - - - - £9k £25k £36k £20k £33k £36k £32k £23k £214k
Invoiced - - - - - - £34k £36k £20k £33k £36k £32k £191k
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
VER1935 VER1935-1 15403 NL Senior Manager No 2024-05-13 2025-01-01 97% 262.50 195.00 1300.00 1100.00
VER2291 VER2291-1 15669 NL Consultant No 2025-01-07 2025-07-01 98% 175.00 125.00 992.00 781.00
VER2391 VER2391-1 15403 NL Senior Manager No 2025-01-02 2025-07-01 97% 270.00 200.00 1000.00 904.00
VER2572 VER2572-1 15669 NL Consultant No 2025-07-01 2025-11-01 100% 175.00 125.00 712.00 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
VER1935 15403
7.74
0.00
7.74
 - - - - - - - - - - -
7.74
0.00
7.74
VER2291 15669
149.59
152.00
-2.41
157.46
120.00
37.46
165.33
135.00
30.33
173.21
160.00
13.21
173.20
132.00
41.20
165.34
82.00
83.34
7.87
0.00
7.87
 - - - - -
992.00
781.00
211.00
VER2391 15403
170.54
160.00
10.54
155.04
112.00
43.04
162.79
168.00
-5.21
170.54
168.00
2.54
170.54
144.00
26.54
162.80
152.00
10.80
7.75
0.00
7.75
 - - - - -
1000.00
904.00
96.00
VER2572 15669 - - - - - -
184.00
0.00
184.00
168.00
0.00
168.00
176.00
0.00
176.00
184.00
0.00
184.00
 - -
712.00
0.00
712.00