Client Analysis

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Client Metadata

Account ID

1006011

Account Name

1006011
Associated Projects
Project ID Project Name
VER2345 VER2345
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 195.30h, Written: 193.50h, Difference: 1.80h (99%)

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

£418k

 

Planned Fees

£301k

Discount:
£-117k (-28.0%)

Corrected Fees

£243k

Scope Change:
£-58k (-19.3%)

Written Hours

£225k

Unrealised:
£-18k (-7.4%)

Revenue Assigned

£193k

Leakage:
£-32k (-14.3%)

Invoiced

£0k

Billing:
£-193k (-100.0%)

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)		 £106k £73k £60k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £418k £301k £243k £225k £193k £0k
2024 £0k £0k £0k £0k £0k £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)		 £106k £-32k
(-30.8%) 		£-13k
(-18.1%) 		- - -
2025 (Actual)
(Up to July 2025)		 £418k £-117k
(-28.0%) 		£-58k
(-19.3%) 		£-18k
(-7.4%) 		£-32k
(-14.3%) 		£-193k
(-100.0%)
2024 £0k £0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%)
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 £49k £61k £64k £67k £66k £55k £55k £50k £53k £2k - - £523k
Planned £36k £45k £47k £49k £47k £38k £38k £35k £37k £2k - - £374k
Corrected £28k £37k £39k £40k £38k £29k £31k £29k £30k £1k - - £303k
Written £42k £46k £43k £39k £29k £26k £1k - - - - - £225k
Revenue £45k £48k £40k £32k £27k - - - - - - - £193k
Invoiced - - - - - - - - - - - - £0k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target - - - - - - - - - - - - £0k
Planned - - - - - - - - - - - - £0k
Corrected - - - - - - - - - - - - £0k
Written - - - - - - - - - - - - £0k
Revenue - - - - - - - - - - - - £0k
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
VER2345 VER2345-4 15845 AE Director No 2025-01-06 2025-05-15 26% 351.56 297.50 198.00 198.00
VER2345 VER2345-5 15853 AE Manager No 2025-01-06 2025-05-15 15% 290.18 187.50 111.50 111.50
VER2345 VER2345-7 10072 NL Director No 2025-01-15 2025-10-01 5% 312.50 297.50 80.00 39.00
VER2345 VER2345-8 15614 NL Senior Consultant No 2025-01-16 2025-10-01 54% 210.00 140.00 792.00 540.00
VER2345 VER2345-6 15610 GB Director No 2025-01-20 2025-10-01 3% 343.75 297.50 48.00 19.50
VER2345 VER2345-3 903 NL Partner No 2025-01-20 2025-10-01 8% 407.50 297.50 112.00 102.50
VER2345 VER2345-16 16118 AE Manager No 2025-05-01 2025-10-01 16% 290.18 187.50 144.00 50.50
VER2345 VER2345-14 16117 AE Director No 2025-05-15 2025-10-01 3% 351.56 297.50 26.00 30.00
VER2345 VER2345-15 16116 AE Manager No 2025-05-15 2025-10-01 0% 290.18 187.50 0.50 0.00
VER2345 VER2345-17 15648 NL Senior Consultant No 2025-05-26 2025-06-14 11% 210.00 140.00 13.00 13.00
VER2345 VER2345-18 16127 AE Senior Consultant No 2025-06-16 2025-10-01 4% 256.70 140.00 27.00 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
VER2345 15845
42.13
52.00
-9.87
42.13
50.00
-7.87
44.23
52.00
-7.77
46.34
33.00
13.34
23.17
11.00
12.17
 - - - - - - -
198.00
198.00
0.00
VER2345 15853
23.73
15.00
8.73
23.72
12.50
11.22
24.91
22.00
2.91
26.09
62.00
-35.91
13.05
0.00
13.05
 - - - - - - -
111.50
111.50
0.00
VER2345 10072
5.59
19.00
-13.41
8.60
9.00
-0.40
9.03
7.00
2.03
9.46
1.00
8.46
9.46
2.00
7.46
9.03
1.00
8.03
9.90
1.00
8.90
9.03
0.00
9.03
9.47
0.00
9.47
0.43
0.00
0.43
 - -
80.00
40.00
40.00
VER2345 15614
51.38
88.00
-36.62
85.63
140.00
-54.37
89.90
96.00
-6.10
94.18
76.00
18.18
94.18
76.00
18.18
89.90
64.00
25.90
98.47
0.00
98.47
89.90
0.00
89.90
94.18
0.00
94.18
4.28
0.00
4.28
 - -
792.00
540.00
252.00
VER2345 15610
2.62
3.00
-0.38
5.25
0.00
5.25
5.51
1.00
4.51
5.77
0.00
5.77
5.77
3.50
2.27
5.51
12.00
-6.49
6.03
1.00
5.03
5.51
0.00
5.51
5.77
0.00
5.77
0.26
0.00
0.26
 - -
48.00
20.50
27.50
VER2345 903
6.12
16.00
-9.88
12.24
20.50
-8.26
12.85
25.50
-12.65
13.46
21.50
-8.04
13.47
13.00
0.47
12.85
6.00
6.85
14.08
0.00
14.08
12.85
0.00
12.85
13.47
0.00
13.47
0.61
0.00
0.61
 - -
112.00
102.50
9.50
VER2345 16118 - - - -
28.80
0.00
28.80
27.49
50.50
-23.01
30.11
3.00
27.11
27.49
0.00
27.49
28.80
0.00
28.80
1.31
0.00
1.31
 - -
144.00
53.50
90.50
VER2345 16117 - - - -
3.12
26.00
-22.88
5.46
4.00
1.46
5.98
0.00
5.98
5.46
0.00
5.46
5.72
0.00
5.72
0.26
0.00
0.26
 - -
26.00
30.00
-4.00
VER2345 16116 - - - -
0.06
0.00
0.06
0.10
0.00
0.10
0.12
0.00
0.12
0.10
0.00
0.10
0.11
0.00
0.11
0.01
0.00
0.01
 - -
0.50
0.00
0.50
VER2345 15648 - - - -
4.33
10.00
-5.67
8.67
3.00
5.67
 - - - - - -
13.00
13.00
0.00
VER2345 16127 - - - - -
3.81
0.00
3.81
7.96
0.00
7.96
7.27
0.00
7.27
7.61
0.00
7.61
0.35
0.00
0.35
 - -
27.00
0.00
27.00