Client Analysis

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Client Metadata

Account ID

1005469

Account Name

1005469
Associated Projects
Project ID Project Name
VER2148 VER2148
VER2581 VER2581
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 19.77h, Written: 0.00h, Difference: 19.77h (0%)

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

£31k

 

Planned Fees

£41k

Discount:
£10k (32.4%)

Corrected Fees

£68k

Scope Change:
£27k (65.0%)

Written Hours

£41k

Unrealised:
£-27k (-40.0%)

Revenue Assigned

£43k

Leakage:
£2k (4.8%)

Invoiced

£40k

Billing:
£-3k (-6.4%)

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)		 £0k £0k £0k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £17k £22k £39k £2k £3k £15k
2024 £15k £20k £29k £39k £40k £25k
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)		 £17k £5k
(31.3%) 		£17k
(79.2%) 		£-37k
(-94.8%) 		£1k
(38.8%) 		£13k
(449.3%)
2024 £15k £5k
(33.7%) 		£10k
(49.2%) 		£10k
(32.8%) 		£1k
(3.1%) 		£-15k
(-38.4%)
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 £5k £4k £4k £2k £2k - - - - - - - £17k
Planned £6k £5k £5k £3k £3k - - - - - - - £22k
Corrected £10k £8k £9k £6k £6k - - - - - - - £39k
Written - - £2k - - - - - - - - - £2k
Revenue £1k £0k £2k £-0k £0k - - - - - - - £3k
Invoiced £15k - - - - - - - - - - - £15k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - - - - - £2k £4k £4k £4k £15k
Planned - - - - - - - - £3k £5k £5k £6k £20k
Corrected - - - - - - - - £4k £8k £9k £9k £29k
Written - - - - - - - - £1k £23k £10k £4k £39k
Revenue - - - - - - - - - £25k £10k £5k £40k
Invoiced - - - - - - - - - - £25k - £25k
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
VER2148 VER2148-1 15411 JP Director No 2024-09-25 2025-05-31 5% 262.74 325.58 76.00 63.00
VER2148 VER2148-2 15698 JP Senior Manager No 2024-10-22 2025-05-31 6% 224.52 290.70 75.00 63.00
VER2581 VER2581-1 15411 JP Director No 2024-09-02 2025-03-29 3% 262.74 356.07 32.00 3.00
VER2581 VER2581-2 15698 JP Senior Manager No 2024-09-02 2025-03-29 3% 224.52 317.92 32.00 3.00
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
VER2148 15411
9.82
0.00
9.82
8.54
0.00
8.54
8.96
0.00
8.96
9.40
0.00
9.40
9.39
0.00
9.39
 - - - - - - -
46.11
0.00
46.11
VER2148 15698
10.85
0.00
10.85
9.43
0.00
9.43
9.91
0.00
9.91
10.37
0.00
10.37
10.38
0.00
10.38
 - - - - - - -
50.94
0.00
50.94
VER2581 15411
4.91
0.00
4.91
4.26
0.00
4.26
4.27
3.00
1.27
 - - - - - - - - -
13.44
3.00
10.44
VER2581 15698
4.91
0.00
4.91
4.26
0.00
4.26
4.27
3.00
1.27
 - - - - - - - - -
13.44
3.00
10.44