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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 N · VC-1091
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:04:16
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 N (VC-1091) remains a high-growth account based in the North West. The business maintains a healthy standing with us, supported by a strong health score of 80. They have been a partner since 2018 and are currently demonstrating significant commercial expansion.
Health score: 80
Account reference: VC-1091
Partner since: 2018-10-26
Sales, last 12 months
£341,706
+34.1% year on year
Gross profit
£98,767
28.9% margin
Orders placed
38
average £8,992
Days since last order
6
trading normally
Returns rate
3.29%
trade average 2.1%
Credit position
Good standing
£67,665 of £92,000 used
Long Lever
Intelligence 360
02
Trading performance
Sales performance over the last twelve months reached 341,706.39 GBP, representing a 34.1 percent year-on-year increase. Gross profit for the same period stands at 98,766.80 GBP, maintaining a gross margin percentage of 28.9. The account generated 38 orders during the last year.
LTM Sales: 341,706.39 GBP
YoY Sales Growth: 34.1 percent
Gross Margin: 28.9 percent
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the core category, contributing 157,461.25 GBP in sales and 46.08 percent of the total account volume. Access Control and Intruder categories have both shown strong growth, with Access Control now representing 16.05 percent of sales at a 36.41 percent margin. Accessories provide the highest category margin at 42.04 percent.
CCTV sales growth: 37.86 percent
Access Control margin: 36.41 percent
Accessories margin: 42.04 percent
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £157,461 | £114,215 | +37.9% | 24.7% | 46.1% | 43.2% |
| Access Control | £54,860 | £41,770 | +31.3% | 36.4% | 16.1% | 7.8% |
| Intruder | £47,736 | £35,992 | +32.6% | 26.6% | 14.0% | 14.9% |
| Fire | £39,400 | £30,097 | +30.9% | 30.1% | 11.5% | 15.8% |
| Emergency Lighting | £22,122 | £16,994 | +30.2% | 31.2% | 6.5% | 9.6% |
| Accessories | £20,128 | £15,753 | +27.8% | 42.0% | 5.9% | 8.6% |
Long Lever
Intelligence 360
04
Operational and service position
The account has engaged extensively with our digital and technical tools, completing 18 portal designs and 21 proposals. Their technical team has also participated in 7 training sessions. The current returns rate is 3.29 percent, with payment status confirmed as good standing.
Portal designs completed: 18
Portal proposals generated: 21
Training sessions attended: 7
Operational position
| Measure | Value |
|---|---|
| Branches | 4 |
| Installer Portal designs | 18 |
| Installer Portal proposals | 21 |
| Opportunities claimed | 1 |
| Training attended | 7 of 5 invitations |
| Support enquiries (90 days) | 15 |
| Marketing engagement | Moderate |
Long Lever
Intelligence 360
05
Market activity
Recent public activity indicates a focus on service expansion, including the launch of a new maintenance package and a dedicated fire and life safety division. The company is actively scaling its workforce in Bolton, with recent vacancies for an estimator, CCTV commissioning engineer, and contracts administrator. Customer feedback is positive, with review averages rising to 4.4 in recent months.
New fire and life safety division launched August 2026
Three distinct technical and administrative roles posted November 2026
Average Google review rating improved to 4.4
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 29 Oct 2026 | LinkedIn post | New service: Launched a planned maintenance package covering emergency lighting compliance. |
| 20 Oct 2026 | Facebook post | Project completed: Completed a multi-site intruder and access control rollout for a housing provider. |
| 7 Oct 2026 | LinkedIn post | Event: Hosted a CPD session on fire detection standards for local contractors. |
| 4 Nov 2026 | Job advert | Estimator, Bolton |
| 27 Oct 2026 | Job advert | CCTV commissioning engineer, Bolton |
| Last 6 months | Google reviews | 4.3 average from 126 reviews, improving |
| 11 Sept 2026 | Companies House | New director: A second director was appointed during the last quarter. |
| 26 Aug 2026 | Companies House | Charge registered: A charge was registered against new fleet vehicles. |
| 31 Aug 2026 | Website news | Service team expanded |
| 20 Aug 2026 | Website news | Care home framework win |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply captures an estimated 75 percent of the local equipment spend within the Bolton market area. We currently track 9 installers in the vicinity, with 4 of these firms—including this account—actively recruiting. The account is outperforming local peers in growth, though regional competition remains active.
Long Lever Supply local spend share: 75 percent
4 of 9 local tracked installers currently hiring
Local peer average growth: 3.35 percent
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 86 | Warrington · 0.45 miles | CCTV, Emergency Lighting, Fire | BAFE, NSI | 3.9 (171) | 27 | Hiring | Prospect |
| Installer 78 | Warrington · 0.88 miles | Access Control, Emergency Lighting, Fire | NSI | 4.5 (218) | 37 | Hiring | Prospect |
| Installer 80 | Manchester · 7.74 miles | CCTV, Emergency Lighting, Intruder | BAFE, SSAIB | 3.6 (157) | 30 | No | Long Lever Supply customer |
| Installer 76 | Warrington · 10.89 miles | Access Control, CCTV, Fire | NSI, SSAIB | 4.8 (210) | 35 | Hiring | Prospect |
| Installer 81 | Preston · 11.1 miles | CCTV, Emergency Lighting | BAFE, NSI, SSAIB | 3.6 (27) | 35 | No | Long Lever Supply customer |
| Installer 83 | Chester · 14.13 miles | CCTV, Intruder | BAFE, NSI, SSAIB | 3.2 (27) | 16 | No | Prospect |
| Installer 73 | Manchester · 14.31 miles | Access Control, Emergency Lighting, Intruder | NSI | 4.4 (214) | 15 | No | Long Lever Supply customer |
| Installer 90 | Liverpool · 15.65 miles | CCTV, Fire | BAFE, NSI, SSAIB | 4.5 (24) | 11 | Hiring | Prospect |
Long Lever
Intelligence 360
07
Action plan
The following actions are required to support the account's current expansion phase and maintain our share of wallet.
Initiate BS 5839 training for fire and emergency lighting range support
Conduct a credit limit review given the increased hiring and project activity
Onboard the design team to the Installer Portal to increase proposal conversion
Monitor competitive pressure from non-supplied installers in the North West
Review accessories product stock availability to support higher-margin sales
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Offer the fire and emergency lighting range with BS 5839 training | Category manager | Next 14 days | High |
| Review the credit limit and invite the design team to the Installer Portal | Regional account manager | Next 30 days | Medium |
| Add competitor Installer 90 to the prospect list to protect regional share | Business development | Next 30 days | High |
| Coordinate local branch support for the upcoming care home fire contracts | Regional account manager | Next 30 days | Medium |
| Analyze accessories stock replenishment to capitalize on 42.04 percent margin | Buying team | Next quarter | Medium |