Point 1
Orders are 23 days overdue against their usual 1.73-day rhythm, worth £129,903.66 per month.
“I noticed it's been 23 days since your last order, when you're usually ordering every couple of days, so I wanted to check everything is on track.”
Back to the account
Call briefing · VC-1056 · Wales
Company I
Wrexham · Mark Oakes · prepared 9 November
Fictitious example · real build
Who they are
Company I is a trade installer based in Wrexham, Wales, that has been a Long Lever Supply account since January 2014 and trades from a single branch under purchasing manager Mark Oakes. Over the last 12 months they have spent £1,558,843.93 with Long Lever Supply, up 17.99% on the £1,321,146.73 spent in the prior year, placing 211 orders at an average order value of £7,387.89. They buy on a tight rhythm, typically every 1.73 days, with an order in every one of the last 12 months, and hold a health score of 71 with a 'growing' flag. Credit is 64.35% utilised against a £308,000 limit and the account is in good standing, though their last order was 23 days ago against that usual rhythm.
How they buy
- Sales last twelve months £1,558,843.93, up 17.99% on £1,321,146.73 the prior year.
- 211 orders placed in the last 12 months at an average order value of £7,387.89.
- Typical gap between orders is 1.73 days, with orders in all 12 of the last 12 months; last order was 23 days ago.
- Credit used £198,188 of a £308,000 limit (64.35%), in good standing, with a returns rate of 2.3%.
What has changed
- CCTV margin has fallen to 22.85% from 25.17% a year ago, a drop of 2.32 points.
- Fire margin has fallen to 28.7% from 30.61% a year ago, a drop of 1.91 points.
- Intruder margin has improved to 27.65% from 25.21%, up 2.44 points, alongside 25.37% sales growth in that category.
- No product lines have been reduced or stopped in the data.
What they have done on the trade site
Searches, quotes and baskets that never reach the ERP.
- not enough data
Where the spend is going elsewhere
The platform records no specific basket gap for this account, with a total gap value of £0. However, Intruder sits at 10.48% of their spend against a peer share of 14.94%, and Accessories at 4.93% against a peer share of 8.57%, suggesting some spend in these categories may be placed elsewhere (inference), consistent with Long Lever Supply holding an estimated 33% of local equipment spend across the installers tracked near Wrexham.
Offer: not enough data
Open actions on this account
- Lapsing account: call Company I, orders are 23 days late against their usual 1.73-day rhythm, worth £129,903.66 per month, owned by D. Ferreira, due Thu 12 Nov.
How previous actions went
- not enough data
Work coming up in their area
- No installers are currently tracked within 25 miles and no hiring activity has been identified in this specific area dataset. In a live version this section would also list tenders and planning applications near their postcode.
Raise these three
Point 2
CCTV margin has slipped to 22.85% from 25.17% a year ago.
“Your CCTV margin with us has moved from 25.17% down to 22.85% over the past year, so let's look at how we're pricing that category together.”
Point 3
Installer 122 in Newport is hiring and growing, is not currently supplied by Long Lever Supply, and we hold an estimated 33% of local equipment spend across the installers tracked near you.
“We're seeing a competitor in Newport growing quickly and not buying from us, so I want to make sure we're giving you everything you need to stay ahead locally.”
Watch out
The main risk to watch is the 18 support enquiries logged in the last 90 days, which may signal operational friction sitting behind the slower ordering rhythm (inference).
Written from the account’s order history, product mix, trade-site activity and action log. Every figure was calculated by the platform before it was written up. Fictional demonstration data.