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7 sections · Dec 2025 – Nov 2026 · every figure calculated from the demonstration data. Edit any commentary section directly on the page below.
Long Lever
Intelligence 360
Account review pack
Customer account review
Company K · VC-1070
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:05:50
Sources
the ERP (products, pricing, stock, accounts) and the trade website order data, read-only.
Concept demonstration · fictional data · not a live Long Lever Supply report
Long Lever
Intelligence 360
Contents
- 01Account summary3
- 02Trading performance4
- 03Range and category mix5
- 04Operational and service position6
- 05Market activity7
- 06Local market8
- 07Action plan9
Long Lever
Intelligence 360
01
Account summary
Company K is a growing account in the South West with a health score of 72. Since the start of the relationship in 2013, the business has maintained good credit standing. The current account demonstrates strong growth, supported by consistent ordering activity.
LTM sales of 272,998.33 represents a 27.2% year-on-year increase.
Total of 45 orders placed in the last twelve months.
Sales, last 12 months
£272,998
+27.2% year on year
Gross profit
£77,776
28.5% margin
Orders placed
45
average £6,067
Days since last order
23
trading normally
Returns rate
3.69%
trade average 2.1%
Credit position
Good standing
£24,924 of £49,000 used
Long Lever
Intelligence 360
02
Trading performance
Trading performance has remained robust throughout the last twelve months with a gross margin of 28.49%. Monthly sales volumes have shown a positive upward trend from 16,171.57 in December 2024 to 26,247.33 in November 2026. The consistency of order frequency suggests stable demand across the account's operations.
LTM gross profit generated is 77,775.62.
Returns rate for the period stands at 3.69%.
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the core category for the account, contributing 42% of total sales with a 27.92% growth rate. Emergency Lighting has seen the highest category expansion at 32.47% growth, indicating shifting priorities towards life safety compliance. Accessories maintain the highest margin performance for the account at 41.73%.
Intruder category sales reached 46,134.64, growing by 25.44%.
Brand 9 in the Fire category has achieved 36.31% growth.
Access Control remains a growth opportunity with 24.96% year-on-year sales increase.
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £114,669 | £89,643 | +27.9% | 23.6% | 42.0% | 43.2% |
| Intruder | £46,135 | £36,779 | +25.4% | 27.4% | 16.9% | 14.9% |
| Fire | £37,802 | £29,721 | +27.2% | 30.8% | 13.8% | 15.8% |
| Emergency Lighting | £33,370 | £25,190 | +32.5% | 30.6% | 12.2% | 9.6% |
| Accessories | £27,945 | £22,828 | +22.4% | 41.7% | 10.2% | 8.6% |
| Access Control | £13,077 | £10,465 | +25.0% | 35.1% | 4.8% | 7.8% |
Long Lever
Intelligence 360
04
Operational and service position
Operational engagement via the digital portal is currently at 27 designs and 19 proposals. The account has participated in 1 training session, reflecting a need for further technical development. Recent customer feedback highlights the efficiency of the trade counter and delivery services.
Average customer review score is 4.5 from 197 reviews.
Service team expanded in July 2026 to support maintenance growth.
Operational position
| Measure | Value |
|---|---|
| Branches | 3 |
| Installer Portal designs | 27 |
| Installer Portal proposals | 19 |
| Opportunities claimed | 4 |
| Training attended | 1 of 2 invitations |
| Support enquiries (90 days) | 17 |
| Marketing engagement | Low |
Long Lever
Intelligence 360
05
Market activity
Public activity for Company K demonstrates a strategic move into fire and life safety, marked by a new division launch in August 2026. The company has secured several care home contracts and a framework agreement with a regional facilities management group. Recruitment for a security installation engineer in Bath continues, signalling ongoing capacity expansion.
Company hosted a CPD session on fire detection standards in November 2026.
New maintenance package for emergency lighting launched in October 2026.
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 2 Nov 2026 | LinkedIn post | Event: Hosted a CPD session on fire detection standards for local contractors. |
| 20 Oct 2026 | LinkedIn post | Contract win: Announced two new care home fire system installations across the region. |
| 18 Oct 2026 | Facebook post | Contract win: Secured a framework agreement with a regional facilities management group. |
| 5 Oct 2026 | Job advert | Security installation engineer, Bath |
| Last 6 months | Google reviews | 4.5 average from 197 reviews, steady |
| 28 May 2026 | Companies House | New director: A second director was appointed during the last quarter. |
| 20 Apr 2026 | Companies House | Accounts filed: Accounts were filed on time, with turnover reported as growing. |
| 7 Aug 2026 | Website news | Fire and life safety division launched |
| 8 Jul 2026 | Website news | Service team expanded |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply currently services 4 of the 8 tracked installers in the Bath area, capturing an estimated 85% of local equipment spend. While Company K shows strong growth, competitive pressure is rising from firms such as Installer 36. Local market data indicates that 5 of the 7 tracked competitors are currently hiring, reflecting the high regional demand.
Peer growth average in the local area is 13.85%.
Company K's growth is outpacing several local peers.
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 36 | Taunton · 2.2 miles | CCTV, Fire | NSI, SSAIB | 4.8 (69) | 19 | Hiring | Prospect |
| Installer 31 | Plymouth · 4.11 miles | CCTV, Fire | NSI | 4.6 (177) | 48 | No | Long Lever Supply customer |
| Installer 19 | Bath · 4.69 miles | Emergency Lighting, Fire | NSI | 3.5 (198) | 39 | Hiring | Long Lever Supply customer |
| Installer 34 | Bristol · 5.46 miles | CCTV, Fire, Intruder | NSI | 3.8 (140) | 5 | Hiring | Long Lever Supply customer |
| Installer 20 | Plymouth · 7 miles | Access Control, CCTV, Emergency Lighting | NSI | 4.8 (55) | 39 | Hiring | Prospect |
| Installer 35 | Taunton · 12.98 miles | CCTV, Fire | BAFE, NSI, SSAIB | 3.4 (89) | 29 | No | Prospect |
| Installer 27 | Exeter · 13.2 miles | Emergency Lighting, Fire | BAFE | 4.9 (196) | 21 | Hiring | Prospect |
Long Lever
Intelligence 360
07
Action plan
The following actions are required to support the account's growth trajectory and secure category share.
Offer fire and emergency lighting range with BS 5839 training to capture new care home contracts.
Review credit limit to facilitate increased project scale following recent framework wins.
Invite the design team to the Installer Portal to increase proposal conversion rates.
Schedule a review call to discuss CCTV competitive landscape and prevent share loss to Installer 36.
Add Installer 36 to the prospect list for the South West region.
Promote the new analytics CCTV range to align with recent product posts.
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Offer fire and emergency lighting range with BS 5839 training | Category manager | Next 14 days | High |
| Review credit limit and invite design team to Installer Portal | Regional account manager | Next 30 days | Medium |
| Schedule competitive review call regarding Installer 36 | Regional account manager | Next 30 days | High |
| Add Installer 36 to local prospect list | Business development | This week | Medium |
| Promote analytics CCTV range for the upcoming quarter | Marketing | Next 30 days | Medium |