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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 R · VC-1119
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:03:31
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 R is an established account since December 2023 with a current health score of 68. The account maintains good standing with a return rate of 0.89 per cent over the last twelve months. With 149 orders placed in the last year, the account shows consistent trading patterns.
Account Reference: VC-1119
Region: Midlands
Days since last order: 18
Sales, last 12 months
£1,255,366
+3.6% year on year
Gross profit
£355,207
28.3% margin
Orders placed
149
average £8,425
Days since last order
18
trading normally
Returns rate
0.89%
trade average 2.1%
Credit position
Good standing
£126,142 of £225,000 used
Long Lever
Intelligence 360
02
Trading performance
The account generated 1,255,366.21 GBP in sales over the last twelve months, reflecting a year-on-year growth of 3.64 per cent. Gross profit for the period stands at 355,206.78 GBP, resulting in a gross margin of 28.3 per cent. Performance peaked in July 2026 with 121,410.10 GBP in monthly sales.
Prior year sales: 1,211,284.93 GBP
Last twelve months order count: 149
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the primary category for the account, representing 39.45 per cent of total sales with 495,193.34 GBP in revenue. Fire and Intruder categories contributed 22.19 per cent and 17.44 per cent of sales respectively. While Accessories offer the highest margin at 40.94 per cent, this category accounts for 5.98 per cent of total spend.
CCTV category growth: 7.18 per cent
Access Control margin: 35.82 per cent
Emergency Lighting category share: 7.77 per cent
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £495,193 | £462,021 | +7.2% | 24.7% | 39.5% | 43.2% |
| Fire | £278,548 | £277,754 | +0.3% | 29.2% | 22.2% | 15.8% |
| Intruder | £218,929 | £212,307 | +3.1% | 26.9% | 17.4% | 14.9% |
| Emergency Lighting | £97,533 | £98,460 | -0.9% | 30.2% | 7.8% | 9.6% |
| Access Control | £90,146 | £90,477 | -0.4% | 35.8% | 7.2% | 7.8% |
| Accessories | £75,017 | £70,266 | +6.8% | 40.9% | 6.0% | 8.6% |
Long Lever
Intelligence 360
04
Operational and service position
The account has engaged with 13 portal designs and 9 portal proposals during the term. Training attendance currently stands at zero, presenting an opportunity for further integration. Operations remain steady, supported by consistent trading activity and prompt financial filing.
Accounts filed: October 2025
Trade counter hours updated: June 2026
Accreditation renewed: March 2026
Operational position
| Measure | Value |
|---|---|
| Branches | 4 |
| Installer Portal designs | 13 |
| Installer Portal proposals | 9 |
| Opportunities claimed | 3 |
| Training attended | 0 of 7 invitations |
| Support enquiries (90 days) | 4 |
| Marketing engagement | High |
Long Lever
Intelligence 360
05
Market activity
Public activity for the account is varied, ranging from project handovers to the promotion of wireless intruder ranges. The company has invested in its estimation capacity by hiring an additional estimator in September 2026. Review sentiment remains positive with a current average rating of 4.4 across 131 submissions.
Recent project completion: October 2026
Service engineer role posted: July 2026
Registered office address updated: January 2026
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 25 Oct 2026 | LinkedIn post | Project completed: Handed over a school access control and CCTV installation. |
| 15 Sept 2026 | Facebook post | Product post: Featured a wireless intruder range aimed at retrofit work. |
| 14 Sept 2026 | LinkedIn post | New hire: Appointed an additional estimator to support bid volume. |
| 30 Jul 2026 | Job advert | Service and maintenance engineer, Birmingham |
| Last 6 months | Google reviews | 4.3 average from 131 reviews, steady |
| 9 Jan 2026 | Companies House | New office address: The registered office address was updated on the register. |
| 7 Oct 2025 | Companies House | Accounts filed: Accounts for the last financial year were filed on time. |
| 1 Jun 2026 | Website news | Trade counter hours updated |
| 25 Mar 2026 | Website news | Accreditation renewed |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply holds an estimated 57 per cent share of local equipment spend among the six tracked installers in the region. Three of the five local competitors are currently growing faster than Company R. Competition is significant, particularly from local firms that are actively hiring and possess industry accreditations.
Competitor growth variance: Up to 15.83 per cent
Local peer average rating: 3.67
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 56 | Coventry · 2.46 miles | CCTV, Emergency Lighting, Fire | BAFE, NSI, SSAIB | 4.0 (89) | 48 | Hiring | Prospect |
| Installer 61 | Stoke-on-Trent · 6.18 miles | CCTV, Emergency Lighting, Intruder | BAFE | 3.3 (23) | 8 | No | Prospect |
| Installer 68 | Birmingham · 8.91 miles | Emergency Lighting, Fire, Intruder | SSAIB | 3.5 (113) | 44 | No | Long Lever Supply customer |
| Installer 72 | Worcester · 9.72 miles | Emergency Lighting, Intruder | BAFE, NSI | 4.3 (47) | 30 | No | Prospect |
| Installer 60 | Nottingham · 15.11 miles | Access Control, CCTV | BAFE, NSI, SSAIB | 3.3 (197) | 4 | No | Prospect |
Long Lever
Intelligence 360
07
Action plan
The following actions are directed at securing account loyalty and driving growth within the category mix. Efforts will focus on improving digital tool adoption and expanding technical knowledge via the training team. These interventions are designed to counter local competitive pressure.
Review credit limit and invite design team to Installer Portal.
Invite branch team to the next product training cycle.
Schedule quarterly review with technical director to discuss growth.
Develop targeted promotion for high-margin accessory range.
Perform market analysis of Installer 56 as a new prospect.
| 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 quarter | Low |
| Schedule quarterly business review to address competitive landscape | Regional account manager | Next 30 days | Medium |
| Launch targeted promotional campaign for high-margin Accessories | Marketing | Next 14 days | Medium |
| Onboard Installer 56 as a new prospect in the CRM | Business development | This week | High |