Client Analysis

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Client Metadata

Account ID

1005657

Account Name

1005657
Associated Projects
Project ID Project Name
VER2107 VER2107
VER2265 VER2265
VER2538 VER2538
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 71.33h, Written: 72.00h, Difference: -0.67h (101%)

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

£238k

 

Planned Fees

£183k

Discount:
£-56k (-23.3%)

Corrected Fees

£142k

Scope Change:
£-40k (-22.1%)

Written Hours

£131k

Unrealised:
£-11k (-8.1%)

Revenue Assigned

£113k

Leakage:
£-17k (-13.3%)

Invoiced

£17k

Billing:
£-96k (-85.1%)

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)		 £199k £145k £106k £102k £83k £17k
2024 £39k £37k £36k £28k £30k £0k
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
(-33.8%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £199k £-54k
(-27.2%) 		£-39k
(-26.6%) 		£-4k
(-4.0%) 		£-19k
(-18.3%) 		£-67k
(-79.8%)
2024 £39k £-1k
(-3.8%) 		£-2k
(-4.8%) 		£-7k
(-20.1%) 		£1k
(4.5%) 		£-30k
(-100.0%)
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 £17k £15k £15k £25k £82k £39k £8k £0k - - - - £199k
Planned £17k £14k £15k £21k £50k £23k £5k £0k - - - - £145k
Corrected £14k £12k £12k £14k £26k £23k £5k £0k - - - - £107k
Written £5k £18k £18k £13k £31k £17k - - - - - - £102k
Revenue £6k £19k £18k £10k £31k - - - - - - - £83k
Invoiced - - - - - £17k - - - - - - £17k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - - - - - £12k £17k £1k £9k £39k
Planned - - - - - - - - £11k £16k £1k £9k £37k
Corrected - - - - - - - - £11k £16k £1k £7k £36k
Written - - - - - - - - £0k £24k - £5k £28k
Revenue - - - - - - - - - £24k £1k £5k £30k
Invoiced - - - - - - - - - - - - £0k
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
VER2107 VER2107-1 903 NL Partner No 2024-09-09 2024-11-01 1% 397.50 350.00 4.00 0.00
VER2107 VER2107-2 15845 AE Director No 2024-09-09 2024-11-01 11% 275.00 275.00 36.00 36.00
VER2107 VER2107-4 15438 GB Senior Manager No 2024-09-09 2024-11-01 8% 290.70 237.50 24.00 11.00
VER2107 VER2107-3 15853 AE Senior Consultant No 2024-09-09 2024-11-01 19% 187.50 187.50 60.00 60.00
VER2265 VER2265-3 15845 AE Director No 2024-12-09 2025-05-15 5% 275.00 275.00 45.00 45.00
VER2265 VER2265-4 15853 AE Senior Consultant No 2024-12-16 2025-05-15 31% 187.50 187.50 270.50 270.50
VER2265 VER2265-2 903 NL Partner No 2025-01-10 2025-08-01 1% 407.50 350.00 8.00 7.50
VER2265 VER2265-8 16117 AE Director No 2025-05-15 2025-07-01 7% 351.56 275.00 19.00 0.00
VER2265 VER2265-9 16116 AE Manager No 2025-05-15 2025-08-01 11% 290.18 187.50 49.50 40.00
VER2538 VER2538-1 15853 AE Manager No 2025-04-29 2025-05-16 43% 290.18 161.87 48.00 48.00
VER2538 VER2538-4 16116 AE Manager No 2025-05-15 2025-07-01 59% 290.18 161.87 160.00 160.00
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
VER2265 15845
9.08
15.00
-5.92
7.89
6.00
1.89
8.29
14.00
-5.71
8.68
0.00
8.68
4.35
3.00
1.35
 - - - - - - -
38.29
38.00
0.29
VER2265 15853
57.08
6.00
51.08
49.64
79.50
-29.86
52.11
74.00
-21.89
54.60
56.00
-1.40
27.29
40.00
-12.71
 - - - - - - -
240.72
255.50
-14.78
VER2265 903
0.88
0.50
0.38
1.10
3.00
-1.90
1.15
0.00
1.15
1.20
0.00
1.20
1.21
4.00
-2.79
1.15
0.00
1.15
1.26
0.00
1.26
0.05
0.00
0.05
 - - - -
8.00
7.50
0.50
VER2265 16117 - - - -
6.71
0.00
6.71
11.73
0.00
11.73
0.56
0.00
0.56
 - - - - -
19.00
0.00
19.00
VER2265 16116 - - - -
10.42
40.00
-29.58
18.24
0.00
18.24
19.97
0.00
19.97
0.87
0.00
0.87
 - - - -
49.50
40.00
9.50
VER2538 15853 - - -
6.85
16.00
-9.15
41.15
32.00
9.15
 - - - - - - -
48.00
48.00
0.00
VER2538 16116 - - - -
56.47
56.00
0.47
98.82
104.00
-5.18
4.71
0.00
4.71
 - - - - -
160.00
160.00
0.00