Board Report Studio
Board-quality reporting, generated from the figures
Choose a template and a period. The platform calculates the numbers, the AI drafts the commentary from those numbers, and you edit it before exporting a print-ready PDF.
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 O · VC-1098
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:04:01
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 O has been a trading partner since April 2020 and currently maintains a health score of 62. The account generated £1,813,261.27 in sales over the last twelve months, reflecting a year-on-year growth rate of 5.93%. With 530 orders placed in the same period, the business remains in good standing.
Sales for the prior year reached £1,711,757.56.
Average returns rate remains at 3.32%.
Sales, last 12 months
£1,813,261
+5.9% year on year
Gross profit
£538,134
29.7% margin
Orders placed
530
average £3,421
Days since last order
24
trading normally
Returns rate
3.32%
trade average 2.1%
Credit position
Good standing
£106,852 of £312,000 used
Long Lever
Intelligence 360
02
Trading performance
Trading performance remains consistent, though monthly margin fluctuations are evident. The gross profit for the period is £538,133.62, yielding a gross margin of 29.68%. Recent monthly data shows a peak in sales activity in April 2026 at £178,794.21, followed by a moderation in the most recent month.
LTM order volume totaled 530 units.
Monthly margin ranged between 25.95% and 31.73% this year.
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV continues to be the dominant category, accounting for 46.21% of the total sales mix and delivering £837,859.34 in revenue. Intruder alarm sales have shown positive momentum with a 9.77% increase, while Accessories provided the highest profitability at a 42.32% margin. Fire equipment represents 15.14% of the account's total purchasing volume.
Intruder category growth reached 9.77% year-on-year.
Accessories margin outperformed other categories at 42.32%.
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £837,859 | £771,201 | +8.6% | 26.3% | 46.2% | 43.2% |
| Fire | £274,562 | £269,375 | +1.9% | 28.8% | 15.1% | 15.8% |
| Intruder | £205,660 | £187,356 | +9.8% | 27.0% | 11.3% | 14.9% |
| Accessories | £193,112 | £186,354 | +3.6% | 42.3% | 10.7% | 8.6% |
| Access Control | £164,327 | £161,424 | +1.8% | 36.1% | 9.1% | 7.8% |
| Emergency Lighting | £137,740 | £136,047 | +1.2% | 30.5% | 7.6% | 9.6% |
Long Lever
Intelligence 360
04
Operational and service position
Operational engagement through the Installer Portal currently stands at 8 designs and 6 proposals. Only 1 training session has been attended, suggesting an opportunity to increase technical alignment. The account is currently 24 days removed from its last order.
Portal usage: 8 designs and 6 proposals.
Training engagement remains at 1 session.
Operational position
| Measure | Value |
|---|---|
| Branches | 1 |
| Installer Portal designs | 8 |
| Installer Portal proposals | 6 |
| Opportunities claimed | 1 |
| Training attended | 1 of 3 invitations |
| Support enquiries (90 days) | 8 |
| Marketing engagement | High |
Long Lever
Intelligence 360
05
Market activity
Public activity for the company includes recent project handovers on LinkedIn and the advertisement of an Estimator role in Watford. The company maintains an average Google review rating of 4.4 from 74 reviews, with comments focusing on stock availability and service. Corporate filings include the appointment of a new director in September 2026 and a registered office change in August 2026.
Google review average: 4.4 from 74 total reviews.
One active recruitment notice for an Estimator posted August 2026.
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 1 Nov 2026 | LinkedIn post | Project completed: Handed over a school access control and CCTV installation. |
| 29 Oct 2026 | Facebook post | Product post: Featured a wireless intruder range aimed at retrofit work. |
| 1 Oct 2026 | Facebook post | Product post: Shared a manufacturer promotion on emergency lighting battens. |
| 7 Aug 2026 | Job advert | Estimator, Watford |
| Last 6 months | Google reviews | 4.4 average from 74 reviews, steady |
| 25 Sept 2026 | Companies House | New director: A director was appointed to the board. |
| 2 Aug 2026 | Companies House | New office address: The registered office address was updated on the register. |
| 29 Aug 2026 | Website news | Accreditation renewed |
| 27 Jun 2026 | Website news | Team page refreshed |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply currently estimates a 58% share of the local equipment spend across the 9 installers tracked in the area. Four local competitors are currently growing faster than this account, which records a 5.93% growth rate. Notably, Installer 6 in Reading is growing at 5.54% and is not currently supplied by Long Lever Supply.
Estimated local market share is 58%.
Peer average growth rate is 8.8%.
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 6 | Reading · 1.19 miles | Emergency Lighting, Fire | SSAIB | 3.5 (127) | 23 | Hiring | Prospect |
| Installer 1 | Basildon · 3.73 miles | CCTV, Emergency Lighting | BAFE, NSI, SSAIB | 3.9 (82) | 14 | No | Prospect |
| Installer 4 | Reading · 7.58 miles | Emergency Lighting, Fire | BAFE, SSAIB | 4.0 (49) | 38 | No | Prospect |
| Installer 7 | Basildon · 8.48 miles | CCTV, Emergency Lighting, Fire | SSAIB | 3.7 (221) | 3 | No | Prospect |
| Installer 17 | Watford · 9.89 miles | Access Control, Emergency Lighting, Fire | BAFE, NSI, SSAIB | 4.9 (155) | 34 | No | Prospect |
| Installer 9 | Sutton · 12.38 miles | Emergency Lighting, Fire | SSAIB | 3.9 (183) | 25 | No | Prospect |
| Installer 2 | Reading · 13.47 miles | CCTV, Intruder | BAFE, SSAIB | 3.6 (67) | 28 | No | Long Lever Supply customer |
| Installer 14 | Watford · 16.47 miles | Access Control, CCTV, Intruder | BAFE, NSI, SSAIB | 3.2 (215) | 30 | No | Long Lever Supply customer |
Long Lever
Intelligence 360
07
Action plan
The following actions are required to secure the account and drive further growth. These steps address current competitive pressure and the need for deeper technical engagement.
Review credit limit and invite design team to the Installer Portal.
Invite the branch team to the next product training day.
Target the hiring branch for increased accessory sales.
Benchmark pricing on CCTV products against peer group.
Assess stock availability performance to maintain 4.4 review rating.
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Review the credit limit and invite the design team to the Installer Portal | Regional account manager | Next 30 days | Medium |
| Invite the branch team to the next product training day | Training team | Next 14 days | Low |
| Conduct a product mix review for the CCTV category | Category manager | Next 30 days | Medium |
| Evaluate local competitor supply gaps | Business development | Next 30 days | High |
| Review accessory stock levels to maintain margins | Buying team | This week | Medium |