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 AC · VC-1196
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:52:42
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 AC has been a partner since January 2018 and currently maintains a health score of 65. The account is in good standing with 132 orders processed over the last 12 months. Recent activity indicates the account is operational with the last order placed six days ago.
Account Reference: VC-1196
Procurement Lead: Helen Lockwood
Region: London & South East
Sales, last 12 months
£888,670
-2.4% year on year
Gross profit
£261,104
29.4% margin
Orders placed
132
average £6,732
Days since last order
6
trading normally
Returns rate
1.19%
trade average 2.1%
Credit position
Good standing
£150,231 of £203,000 used
Long Lever
Intelligence 360
02
Trading performance
Trading performance for the last 12 months shows total sales of 888,669.91 GBP, representing a year-on-year decline of 2.42%. Gross profit for this period reached 261,104.05 GBP with a margin of 29.38%. The account exhibits a returns rate of 1.19% across its order volume.
LTM Sales: 888,669.91 GBP
Prior Year Sales: 910,706.58 GBP
Returns Rate: 1.19%
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the largest category for the account, contributing 42.68% of total sales despite a slight decline. Access Control demonstrates the highest profitability with a margin of 34.87%. The account holds a higher peer share in Intruder and Access Control categories compared to the market average.
CCTV sales: 379,286.53 GBP (-0.51%)
Access Control margin: 34.87%
Fire category sales: 80,882.83 GBP (-4.81%)
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £379,287 | £381,220 | -0.5% | 24.4% | 42.7% | 43.2% |
| Intruder | £158,538 | £163,837 | -3.2% | 28.0% | 17.8% | 14.9% |
| Access Control | £116,681 | £122,043 | -4.4% | 34.9% | 13.1% | 7.8% |
| Accessories | £93,000 | £93,735 | -0.8% | 42.5% | 10.5% | 8.6% |
| Fire | £80,883 | £84,974 | -4.8% | 29.6% | 9.1% | 15.8% |
| Emergency Lighting | £60,281 | £64,899 | -7.1% | 33.6% | 6.8% | 9.6% |
Long Lever
Intelligence 360
04
Operational and service position
Operational efficiency is supported by 10 portal proposals and 7 designs generated over the recent period. The account has engaged with 3 training sessions. Customer service feedback remains steady with an average rating of 4.4, consistent with documented comments regarding counter service.
Portal designs: 7
Portal proposals: 10
Training sessions attended: 3
Operational position
| Measure | Value |
|---|---|
| Branches | 2 |
| Installer Portal designs | 7 |
| Installer Portal proposals | 10 |
| Opportunities claimed | 1 |
| Training attended | 3 of 8 invitations |
| Support enquiries (90 days) | 4 |
| Marketing engagement | Not consented |
Long Lever
Intelligence 360
05
Market activity
Public activity for the account includes recent updates to out-of-hours service and a refresh of team pages on their website. The company exhibited at a regional security trade show in September and continues to promote wireless intruder ranges via social media. A single replacement role for a contracts administrator was posted in Guildford in August.
Latest Google Review Rating: 4.5
New Director Appointed: November 2025
Trade Counter Hours: Extended Saturday mornings
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 21 Oct 2026 | X post | New service: Added out-of-hours call-out cover for maintenance customers. |
| 14 Oct 2026 | Facebook post | Product post: Featured a wireless intruder range aimed at retrofit work. |
| 11 Sept 2026 | LinkedIn post | Event: Exhibited at a regional fire and security exhibition. |
| 31 Aug 2026 | Job advert | Contracts administrator, Guildford |
| Last 6 months | Google reviews | 4.4 average from 141 reviews, steady |
| 13 Feb 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed on time. |
| 15 Nov 2025 | Companies House | New director: A director was appointed to the board. |
| 3 Mar 2026 | Website news | Team page refreshed |
| 20 Feb 2026 | Website news | Trade counter hours updated |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply currently holds an estimated 28% of the local equipment spend in the Guildford area. This account is underperforming compared to its local peers, as all seven tracked installers in the region are currently experiencing positive growth. A nearby competitor, Installer 11, is actively hiring and capturing market share in the CCTV sector.
Local installer count tracked: 8
Account year-on-year growth: -2.42%
Peer average growth: 13.28%
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 11 | Croydon · 4.57 miles | CCTV, Fire, Intruder | SSAIB | 3.6 (170) | 39 | Hiring | Prospect |
| Installer 18 | Watford · 6.62 miles | Access Control, Fire, Intruder | BAFE, NSI, SSAIB | 4.4 (153) | 39 | No | Long Lever Supply customer |
| Installer 15 | Basildon · 6.86 miles | Access Control, CCTV, Intruder | NSI, SSAIB | 3.9 (157) | 39 | Hiring | Prospect |
| Installer 7 | Basildon · 9.84 miles | CCTV, Emergency Lighting, Fire | SSAIB | 3.7 (221) | 3 | No | Prospect |
| Installer 13 | Basildon · 9.97 miles | Fire, Intruder | BAFE, NSI, SSAIB | 3.2 (55) | 10 | No | Prospect |
| Installer 6 | Reading · 10.52 miles | Emergency Lighting, Fire | SSAIB | 3.5 (127) | 23 | Hiring | Prospect |
| Installer 1 | Basildon · 12.41 miles | CCTV, Emergency Lighting | BAFE, NSI, SSAIB | 3.9 (82) | 14 | No | Prospect |
Long Lever
Intelligence 360
07
Action plan
The following actions are designed to improve the account's growth trajectory and secure our standing in the local market. Emphasis is placed on leveraging the current project opportunities and protecting our share against regional competitors.
Review credit limit for potential project expansion
Invite design team to Installer Portal
Execute training program to improve brand engagement
Conduct competitive review against Installer 11
Target growth in Fire and Emergency Lighting categories
| 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 quarter | Low |
| Conduct competitive analysis against Installer 11 | Business development | Next 14 days | High |
| Promote Fire and Emergency Lighting range to recover sales decline | Category manager | Next 30 days | Medium |
| Onboard new contracts administrator to portal tools | Digital team | Next 30 days | Medium |