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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 AA · VC-1182
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:30:22
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 AA remains a significant client with a health score of 62 and a consistent trading history since 2021. Sales reached 1,655,046.01 GBP over the last twelve months, representing an 8.85 percent growth compared to the prior year. The account maintains good standing with 222 orders placed during the period.
Annual sales of 1,655,046.01 GBP with 8.85 percent year-on-year growth.
Account health score of 62 reflecting established, long-term tenure.
Total of 222 orders processed over the last twelve months.
Sales, last 12 months
£1,655,046
+8.8% year on year
Gross profit
£465,617
28.1% margin
Orders placed
222
average £7,455
Days since last order
11
trading normally
Returns rate
3.62%
trade average 2.1%
Credit position
Good standing
£119,475 of £271,000 used
Long Lever
Intelligence 360
02
Trading performance
The account generated 465,617.42 GBP in gross profit, maintaining a gross margin of 28.13 percent. Performance has been steady, with monthly sales peaking at 152,205.42 GBP in March 2026. The returns rate is currently recorded at 3.62 percent.
Gross profit of 465,617.42 GBP at a 28.13 percent margin.
Peak monthly sales performance reached 152,205.42 GBP in March 2026.
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV is the primary category for this account, contributing 740,914.34 GBP in sales and 44.77 percent of the total category mix. Other segments, including Intruder and Fire, show positive growth of 6.54 percent and 2.06 percent respectively. Accessories yield the highest margin at 42.38 percent, while Access Control has seen a notable sales increase of 10.7 percent.
CCTV remains the dominant revenue driver at 44.77 percent share.
Accessories provide the highest profitability at 42.38 percent margin.
Access Control sales grew by 10.7 percent compared to prior figures.
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £740,914 | £659,545 | +12.3% | 24.1% | 44.8% | 43.2% |
| Intruder | £305,222 | £286,484 | +6.5% | 26.0% | 18.4% | 14.9% |
| Fire | £268,803 | £263,369 | +2.1% | 29.0% | 16.2% | 15.8% |
| Accessories | £168,676 | £154,977 | +8.8% | 42.4% | 10.2% | 8.6% |
| Access Control | £97,804 | £88,350 | +10.7% | 36.2% | 5.9% | 7.8% |
| Emergency Lighting | £73,627 | £67,726 | +8.7% | 31.0% | 4.5% | 9.6% |
Long Lever
Intelligence 360
04
Operational and service position
Service levels are supported by 6 training sessions attended by staff and the utilisation of portal resources. The account has engaged with the digital platform through 2 design requests and 5 proposals. The last order was placed 11 days ago, confirming active engagement with our distribution infrastructure.
Staff participation in 6 training sessions to support technical proficiency.
Active digital engagement with 5 portal proposals and 2 design requests.
Operational position
| Measure | Value |
|---|---|
| Branches | 2 |
| Installer Portal designs | 2 |
| Installer Portal proposals | 5 |
| Opportunities claimed | 1 |
| Training attended | 6 of 2 invitations |
| Support enquiries (90 days) | 18 |
| Marketing engagement | High |
Long Lever
Intelligence 360
05
Market activity
Public company activity confirms a recent focus on service expansion and project delivery, including the handover of a school installation in October 2026. The company added out-of-hours call-out services in September and continues to participate in regional industry exhibitions. Online sentiment remains steady, with an average Google rating of 4.1 based on 141 reviews.
Confirmed school project completion and addition of out-of-hours maintenance services.
Average Google rating of 4.1 from 141 cumulative reviews.
Corporate updates include a new director appointment and a registered office change.
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 19 Oct 2026 | LinkedIn post | Project completed: Handed over a school access control and CCTV installation. |
| 25 Sept 2026 | X post | New service: Added out-of-hours call-out cover for maintenance customers. |
| 14 Sept 2026 | LinkedIn post | New hire: Appointed an additional estimator to support bid volume. |
| 15 Aug 2026 | Job advert | Contracts administrator, Guildford |
| Last 6 months | Google reviews | 4.1 average from 141 reviews, steady |
| 4 Nov 2025 | Companies House | New director: A director was appointed to the board. |
| 27 Sept 2025 | Companies House | New office address: The registered office address was updated on the register. |
| 5 May 2026 | Website news | Accreditation renewed |
| 21 Mar 2026 | Website news | Team page refreshed |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply captures an estimated 61 percent of local equipment spend in the Guildford area. While the account shows growth, it faces competition from 3 of 5 local peers who are expanding at a faster rate. The account's 4.1 Google rating is marginally lower than the peer average of 4.25.
Long Lever Supply holds a 61 percent estimated local spend share.
Local peer average rating of 4.25 exceeds this account's 4.1 score.
Three local competitors currently exhibit higher growth rates than this account.
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 18 | Watford · 0.56 miles | Access Control, Fire, Intruder | BAFE, NSI, SSAIB | 4.4 (153) | 39 | No | Long Lever Supply customer |
| Installer 4 | Reading · 1.14 miles | Emergency Lighting, Fire | BAFE, SSAIB | 4.0 (49) | 38 | No | Prospect |
| Installer 8 | Croydon · 10.74 miles | Emergency Lighting, Fire | BAFE, NSI | 4.3 (35) | 5 | No | Prospect |
| Installer 5 | Basildon · 12.36 miles | CCTV, Emergency Lighting | BAFE, NSI, SSAIB | 4.8 (57) | 25 | No | Prospect |
| Installer 7 | Basildon · 17.75 miles | CCTV, Emergency Lighting, Fire | SSAIB | 3.7 (221) | 3 | No | Prospect |
Long Lever
Intelligence 360
07
Action plan
A structured engagement plan is required to leverage the account's recent growth and address the competitive landscape. These actions aim to increase share-of-wallet and deepen the professional relationship with key purchasing stakeholders.
Review credit limit and introduce account to the Installer Portal to capture project growth.
Schedule bespoke training sessions to improve technical competence.
Target account management outreach to align with current project pipeline.
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Review credit limit and invite design team to Installer Portal | Regional account manager | Next 30 days | Medium |
| Invite branch team to next product training day | Training team | Next 30 days | Low |
| Conduct site visit to review project pipeline in Guildford | Business development | Next 30 days | Medium |
| Perform price parity review on CCTV and Intruder brands | Category manager | Next 14 days | High |
| Analyse returns documentation to reduce 3.62 percent rate | Finance | Next quarter | Medium |
| Propose marketing collateral for maintenance service promotion | Marketing | Next 30 days | Low |