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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 AE · VC-1210
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:52:09
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 AE, reference VC-1210, has been a customer since 2020. The account currently presents a health score of 58. It remains in good standing regarding credit, with 14 days elapsed since the last order.
Account health score is 58
14 days since last order
Credit status is in good standing
Sales, last 12 months
£1,204,008
-6.3% year on year
Gross profit
£327,343
27.2% margin
Orders placed
325
average £3,705
Days since last order
14
trading normally
Returns rate
1.75%
trade average 2.1%
Credit position
Good standing
£148,840 of £337,000 used
Long Lever
Intelligence 360
02
Trading performance
Sales for the last twelve months reached 1,204,007.66 GBP, reflecting a year-on-year decline of 6.34 percent compared to the prior year. The account generated 325 orders during this period with a gross margin of 27.19 percent. Performance has remained varied, with monthly sales fluctuating between a high of 132,738.78 GBP and a low of 76,805.39 GBP.
Sales of 1,204,007.66 GBP in the last twelve months
Year-on-year sales decline of 6.34 percent
Gross margin of 27.19 percent
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the primary category, representing 53.28 percent of total spend despite an 8.47 percent decline in category sales. Accessories provided the highest margin at 39.77 percent, though this category experienced an 8.65 percent reduction in sales volume. Emergency lighting is the only category maintaining relatively stable performance with a marginal 0.68 percent decrease.
CCTV accounts for 53.28 percent of category mix
Accessories margin is 39.77 percent
Access control sales increased by 0.45 percent
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £641,418 | £700,768 | -8.5% | 24.3% | 53.3% | 43.2% |
| Intruder | £174,026 | £179,997 | -3.3% | 27.1% | 14.4% | 14.9% |
| Emergency Lighting | £159,678 | £160,767 | -0.7% | 31.1% | 13.3% | 9.6% |
| Fire | £153,965 | £162,291 | -5.1% | 29.2% | 12.8% | 15.8% |
| Accessories | £72,057 | £78,876 | -8.7% | 39.8% | 6.0% | 8.6% |
| Access Control | £2,863 | £2,850 | +0.5% | 34.9% | 0.2% | 7.8% |
Long Lever
Intelligence 360
04
Operational and service position
Service interaction is demonstrated through 7 instances of training attendance and 5 portal proposals. The return rate is currently 1.75 percent. Current operational engagement involves 2 portal designs, suggesting potential for further digital integration.
1.75 percent returns rate
7 training sessions attended
5 portal proposals generated
Operational position
| Measure | Value |
|---|---|
| Branches | 4 |
| Installer Portal designs | 2 |
| Installer Portal proposals | 5 |
| Opportunities claimed | 2 |
| Training attended | 7 of 9 invitations |
| Support enquiries (90 days) | 16 |
| Marketing engagement | High |
Long Lever
Intelligence 360
05
Market activity
Public company-level activity indicates consistent operational updates and project focus. Recent activity includes project handover announcements in September and the renewal of industry accreditations. The company continues to invest in staff, with an estimator role currently open in Middlesbrough. Review trends remain steady with an average rating of 4.1 from 78 entries.
Estimator role advertised in Middlesbrough
Average customer review rating of 4.1
Industry accreditation renewed in August 2026
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 12 Sept 2026 | LinkedIn post | Project completed: Handed over a school access control and CCTV installation. |
| 7 Sept 2026 | LinkedIn post | Event: Exhibited at a regional fire and security exhibition. |
| 23 Aug 2026 | Facebook post | Product post: Shared a manufacturer promotion on emergency lighting battens. |
| 21 Sept 2026 | Job advert | Estimator, Middlesbrough |
| Last 6 months | Google reviews | 4.1 average from 78 reviews, steady |
| 5 Jun 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed on time. |
| 30 Oct 2025 | Companies House | New office address: The registered office address was updated on the register. |
| 9 Aug 2026 | Website news | Accreditation renewed |
| 6 Feb 2026 | Website news | Trade counter hours updated |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply captures an estimated 88 percent of local equipment spend in the Middlesbrough area, supplying 4 of the 6 tracked installers. This account is currently underperforming against local peers, with 5 of 5 local competitors showing higher growth rates. The peer group maintains an average rating of 4.05, while the local market shows limited hiring activity beyond this account.
Estimated 88 percent share of local equipment spend
Local peer average rating of 4.05
5 of 5 local installers are growing faster than this account
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 99 | Sheffield · 2.79 miles | Access Control, Fire, Intruder | BAFE, SSAIB | 3.5 (234) | 21 | No | Prospect |
| Installer 106 | Sheffield · 2.88 miles | CCTV, Fire | SSAIB | 4.6 (73) | 32 | No | Long Lever Supply customer |
| Installer 98 | Middlesbrough · 3.94 miles | Access Control, Fire, Intruder | BAFE, NSI, SSAIB | 4.9 (158) | 19 | Hiring | Long Lever Supply customer |
| Installer 93 | Leeds · 14.07 miles | Access Control, Emergency Lighting | NSI, SSAIB | 4.1 (92) | 45 | No | Prospect |
| Installer 92 | Sheffield · 15.06 miles | CCTV, Fire, Intruder | NSI, SSAIB | 3.2 (168) | 28 | No | Long Lever Supply customer |
Long Lever
Intelligence 360
07
Action plan
The following actions are directed to address the sales decline and capture potential growth identified in the account's recruitment activity. These steps focus on increasing the current 53.28 percent CCTV share and improving overall account health. Engagement will be prioritised based on the identified need for project estimation support.
Review credit limit to support potential project growth from new estimator hire
Invite design team to Installer Portal to increase proposal conversion
Schedule bespoke product training for branch team to drive accessory sales
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Review credit limit | Regional account manager | Next 30 days | Medium |
| Invite design team to Installer Portal | Regional account manager | Next 30 days | Medium |
| Invite branch team to next product training day | Training team | Next training cycle | Low |
| Conduct quarterly business review to address -6.34 percent growth | Regional account manager | Next quarter | High |
| Target accessory sales campaigns to improve 39.77 percent margin | Category manager | Next 30 days | Medium |