Client Analysis

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Client Metadata

Account ID

1005197

Account Name

1005197
Associated Projects
Project ID Project Name
VER1970 VER1970
VER2035 VER2035
VER2160 VER2160
VER2239 VER2239
VER2240 VER2240
VER2466 VER2466
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 169.00h, Written: 28.50h, Difference: 140.50h (17%)

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

£324k

 

Planned Fees

£313k

Discount:
£-11k (-3.4%)

Corrected Fees

£310k

Scope Change:
£-3k (-1.0%)

Written Hours

£219k

Unrealised:
£-92k (-29.5%)

Revenue Assigned

£180k

Leakage:
£-39k (-17.8%)

Invoiced

£202k

Billing:
£22k (12.2%)

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)		 £57k £56k £53k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £211k £188k £185k £67k £39k £0k
2024 £113k £126k £126k £152k £141k £202k
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)		 £57k £-1k
(-1.0%) 		£-4k
(-6.6%) 		- - -
2025 (Actual)
(Up to July 2025)		 £211k £-23k
(-11.1%) 		£-3k
(-1.6%) 		£-118k
(-64.0%) 		£-28k
(-41.9%) 		£-39k
(-100.0%)
2024 £113k £13k
(11.2%) 		£0k
(0.0%) 		£27k
(21.2%) 		£-11k
(-7.3%) 		£61k
(43.0%)
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 £37k £36k £23k £34k £34k £34k £13k £11k £11k £12k £10k £12k £268k
Planned £34k £32k £19k £30k £30k £30k £13k £11k £11k £12k £10k £12k £244k
Corrected £34k £32k £19k £29k £29k £29k £12k £10k £11k £11k £10k £11k £237k
Written £21k £17k £9k £3k £7k £5k £3k - - - - - £67k
Revenue £20k £15k £4k £-4k £4k - - - - - - - £39k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - £2k £3k £11k £12k £12k £19k £21k £34k £113k
Planned - - - - £2k £4k £11k £11k £12k £34k £20k £31k £126k
Corrected - - - - £2k £4k £11k £11k £12k £34k £20k £31k £126k
Written - - - - - £24k £8k £5k £23k £44k £22k £26k £152k
Revenue - - - - - £18k £1k £-0k £34k £19k £42k £29k £141k
Invoiced - - - - - - £122k - - £24k - £57k £202k
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
VER1970 VER1970-2 15122 GB Partner No 2024-05-20 2024-11-30 1% 383.72 500.00 10.00 10.00
VER1970 VER1970-100 15243 GB Director No 2024-05-20 2024-11-30 1% 325.58 398.58 12.00 12.00
VER1970 VER1970-3 15845 AE Senior Manager No 2024-05-20 2024-11-30 2% 358.49 358.49 22.00 22.00
VER1970 VER1970-4 15853 AE Senior Consultant No 2024-05-20 2024-11-30 2% 292.45 292.45 22.00 22.00
VER2035 VER2035-9 7000015 N/A N/A No 2024-06-24 2025-07-01 1% 180.00 180.00 16.00 11.20
VER2035 VER2035-6 15243 GB Director No 2024-06-27 2025-07-01 1% 325.58 297.17 20.00 20.00
VER2035 VER2035-5 15533 ZA Manager No 2024-07-01 2025-07-01 4% 142.50 212.26 87.00 87.00
VER2035 VER2035-4 15478 GB Manager No 2024-07-04 2025-07-01 11% 267.44 212.26 218.00 218.00
VER2035 VER2035-3 15853 AE Senior Consultant No 2024-07-15 2025-07-01 5% 178.87 178.87 94.00 94.00
VER2035 VER2035-8 16078 IN Senior Consultant No 2025-02-10 2025-07-01 17% 210.00 107.14 137.00 122.50
VER2160 VER2160-4 903 NL Partner No 2024-09-30 2024-10-26 3% 397.50 1179.25 4.00 4.00
VER2160 VER2160-5 15963 GB Senior Manager No 2024-09-30 2024-10-26 3% 290.70 1179.25 4.00 4.00
VER2160 VER2160-3 15122 GB Partner No 2024-09-30 2024-10-26 8% 383.72 1179.25 12.00 12.00
VER2239 VER2239-3 15243 GB Director No 2024-11-15 2025-03-01 5% 325.58 330.19 30.00 0.00
VER2239 VER2239-4 15845 AE Director No 2024-11-15 2025-03-01 2% 306.60 306.60 10.00 0.00
VER2239 VER2239-5 15478 GB Manager No 2024-11-15 2025-03-01 12% 267.44 233.96 75.00 0.00
VER2239 VER2239-7 15853 AE Senior Consultant No 2024-11-15 2025-03-01 3% 160.38 160.38 20.00 0.00
VER2239 VER2239-6 15533 ZA Manager No 2024-11-15 2025-03-01 28% 142.50 132.08 173.00 0.00
VER2240 VER2240-6 15533 ZA Manager No 2024-11-20 2025-07-01 14% 142.50 132.08 173.00 173.00
VER2240 VER2240-3 15243 GB Director No 2024-12-09 2025-07-01 3% 325.58 330.19 30.00 30.00
VER2240 VER2240-5 15478 GB Manager No 2024-12-09 2025-07-01 6% 267.44 233.96 75.00 75.00
VER2240 VER2240-7 15853 AE Senior Consultant No 2024-12-09 2025-07-01 2% 160.38 160.38 20.00 20.00
VER2240 VER2240-4 15845 AE Director No 2024-12-11 2025-07-01 1% 306.60 306.60 10.00 10.00
VER2240 VER2240-8 15473 IN Business Associate No 2024-12-18 2025-07-01 2% 179.25 179.25 20.00 20.00
VER2466 VER2466-3 15478 GB Manager No 2025-04-01 2027-04-01 2% 278.27 177.46 104.00 0.00
VER2466 VER2466-8 15533 ZA Manager No 2025-04-01 2027-04-01 2% 153.13 177.46 104.00 0.00
VER2466 VER2466-4 15961 ZA Consultant No 2025-04-01 2027-04-01 7% 108.75 177.46 296.00 0.00
VER2466 VER2466-5 15897 ZA Consultant No 2025-04-01 2027-04-01 7% 108.75 177.46 297.00 5.00
VER2466 VER2466-7 15296 GB Director No 2025-04-01 2027-04-01 4% 343.75 177.46 166.00 10.50
VER2466 VER2466-6 15871 IN Senior Consultant No 2025-04-01 2027-04-01 8% 210.00 177.46 347.00 12.50
VER2466 VER2466-9 16078 IN Senior Consultant No 2025-06-02 2027-04-01 3% 210.00 177.46 100.00 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
VER2035 7000015
1.38
0.00
1.38
1.20
7.70
-6.50
1.26
0.00
1.26
1.31
0.00
1.31
1.32
0.00
1.32
1.25
0.00
1.25
0.06
0.00
0.06
 - - - - -
7.78
7.70
0.08
VER2035 15243
1.74
0.00
1.74
1.52
0.00
1.52
1.59
0.00
1.59
1.67
0.00
1.67
1.66
0.00
1.66
1.59
0.00
1.59
0.08
0.00
0.08
 - - - - -
9.85
0.00
9.85
VER2035 15533
7.64
0.00
7.64
6.64
0.00
6.64
6.97
0.00
6.97
7.31
0.00
7.31
7.30
0.00
7.30
6.98
0.00
6.98
0.33
0.00
0.33
 - - - - -
43.17
0.00
43.17
VER2035 15478
19.36
0.00
19.36
16.83
23.00
-6.17
17.67
11.00
6.67
18.52
0.00
18.52
18.52
2.00
16.52
17.67
4.00
13.67
0.84
0.00
0.84
 - - - - -
109.41
40.00
69.41
VER2035 15853
8.58
0.00
8.58
7.46
0.00
7.46
7.83
0.00
7.83
8.21
0.00
8.21
8.20
0.00
8.20
7.84
0.00
7.84
0.37
0.00
0.37
 - - - - -
48.49
0.00
48.49
VER2035 16078 -
20.15
31.00
-10.85
28.21
22.00
6.21
29.55
25.00
4.55
29.54
28.00
1.54
28.21
16.50
11.71
1.34
0.00
1.34
 - - - - -
137.00
122.50
14.50
VER2239 15243
9.08
0.00
9.08
7.90
0.00
7.90
 - - - - - - - - - -
16.98
0.00
16.98
VER2239 15845
3.03
0.00
3.03
2.63
0.00
2.63
 - - - - - - - - - -
5.66
0.00
5.66
VER2239 15478
22.70
0.00
22.70
19.73
0.00
19.73
 - - - - - - - - - -
42.43
0.00
42.43
VER2239 15853
6.05
0.00
6.05
5.27
0.00
5.27
 - - - - - - - - - -
11.32
0.00
11.32
VER2239 15533
52.35
0.00
52.35
45.53
0.00
45.53
 - - - - - - - - - -
97.88
0.00
97.88
VER2240 15533
24.87
38.00
-13.13
21.62
36.00
-14.38
22.71
34.00
-11.29
23.79
0.00
23.79
23.78
14.00
9.78
22.71
4.00
18.71
1.08
0.00
1.08
 - - - - -
140.56
126.00
14.56
VER2240 15243
4.69
22.00
-17.31
4.08
3.00
1.08
4.29
0.00
4.29
4.49
0.00
4.49
4.49
0.00
4.49
4.29
0.00
4.29
0.20
0.00
0.20
 - - - - -
26.53
25.00
1.53
VER2240 15478
11.74
39.00
-27.26
10.20
5.00
5.20
10.71
0.00
10.71
11.23
0.00
11.23
11.22
0.00
11.22
10.72
0.00
10.72
0.51
0.00
0.51
 - - - - -
66.33
44.00
22.33
VER2240 15853
3.13
0.00
3.13
2.72
0.00
2.72
2.86
0.00
2.86
2.99
0.00
2.99
3.00
0.00
3.00
2.85
0.00
2.85
0.14
0.00
0.14
 - - - - -
17.69
0.00
17.69
VER2240 15845
1.59
0.00
1.59
1.38
0.00
1.38
1.45
0.00
1.45
1.52
0.00
1.52
1.52
0.00
1.52
1.44
0.00
1.44
0.07
0.00
0.07
 - - - - -
8.97
0.00
8.97
VER2240 15473
3.29
0.00
3.29
2.86
0.00
2.86
3.00
0.00
3.00
3.14
0.00
3.14
3.14
0.00
3.14
3.00
0.00
3.00
0.14
0.00
0.14
 - - - - -
18.57
0.00
18.57
VER2466 15478 - - -
4.37
0.00
4.37
4.37
0.00
4.37
4.18
0.00
4.18
4.57
0.00
4.57
4.18
0.00
4.18
4.38
0.00
4.38
4.57
0.00
4.57
3.98
0.00
3.98
4.57
0.00
4.57
39.17
0.00
39.17
VER2466 15533 - - -
4.37
0.00
4.37
4.37
0.00
4.37
4.18
0.00
4.18
4.57
5.00
-0.43
4.18
0.00
4.18
4.38
0.00
4.38
4.57
0.00
4.57
3.98
0.00
3.98
4.57
0.00
4.57
39.17
5.00
34.17
VER2466 15961 - - -
12.45
0.00
12.45
12.45
0.00
12.45
11.88
0.00
11.88
13.02
0.00
13.02
11.88
0.00
11.88
12.46
0.00
12.46
13.02
0.00
13.02
11.32
0.00
11.32
13.02
0.00
13.02
111.50
0.00
111.50
VER2466 15897 - - -
12.50
0.50
12.00
12.50
2.00
10.50
11.92
2.50
9.42
13.06
5.00
8.06
11.92
0.00
11.92
12.50
0.00
12.50
13.06
0.00
13.06
11.36
0.00
11.36
13.06
0.00
13.06
111.88
10.00
101.88
VER2466 15296 - - -
6.98
3.00
3.98
6.98
3.50
3.48
6.67
4.00
2.67
7.30
0.00
7.30
6.67
0.00
6.67
6.98
0.00
6.98
7.30
0.00
7.30
6.35
0.00
6.35
7.30
0.00
7.30
62.53
10.50
52.03
VER2466 15871 - - -
14.60
0.00
14.60
14.60
6.00
8.60
13.93
6.50
7.43
15.26
2.00
13.26
13.93
0.00
13.93
14.60
0.00
14.60
15.26
0.00
15.26
13.27
0.00
13.27
15.26
0.00
15.26
130.71
14.50
116.21
VER2466 16078 - - - - -
4.38
0.00
4.38
4.80
7.00
-2.20
4.38
0.00
4.38
4.59
0.00
4.59
4.80
0.00
4.80
4.18
0.00
4.18
4.80
0.00
4.80
31.93
7.00
24.93