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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 AF · VC-1217
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:59:23
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 AF, reference VC-1217, has been a customer since May 2023 and currently holds a health score of 56. The account maintains good standing with credit. Performance metrics indicate a year-on-year sales decline of 1.02 per cent with 296 orders placed in the last twelve months.
LTM Sales: 1,788,890.05 GBP
LTM Gross Profit: 519,656.57 GBP
Gross Margin: 29.05 per cent
Sales, last 12 months
£1,788,890
-1.0% year on year
Gross profit
£519,657
29.1% margin
Orders placed
296
average £6,044
Days since last order
21
trading normally
Returns rate
3.65%
trade average 2.1%
Credit position
Good standing
£323,509 of £530,000 used
Long Lever
Intelligence 360
02
Trading performance
Trading volumes have remained consistent throughout the last twelve months, with the most recent sales recorded at 155,277.49 GBP in November 2026. The account shows a returns rate of 3.65 per cent. While monthly order counts have stabilized between 21 and 28, margin fluctuations reflect the current competitive trading environment.
Current days since last order: 21
Total LTM orders: 296
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the dominant category for the account, representing 35.7 per cent of total sales share. Fire and Access Control categories continue to be key revenue drivers with margins of 29.11 per cent and 35.05 per cent respectively. Accessories saw the most significant decline in sales, dropping by 6.18 per cent year-on-year.
CCTV sales: 638,674.04 GBP (0.33 per cent growth)
Fire sales: 246,156.25 GBP (2.3 per cent growth)
Access Control sales: 282,761.41 GBP
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £638,674 | £636,552 | +0.3% | 23.3% | 35.7% | 43.2% |
| Access Control | £282,761 | £287,394 | -1.6% | 35.0% | 15.8% | 7.8% |
| Intruder | £256,506 | £262,293 | -2.2% | 25.9% | 14.3% | 14.9% |
| Fire | £246,156 | £240,615 | +2.3% | 29.1% | 13.8% | 15.8% |
| Accessories | £187,871 | £200,239 | -6.2% | 42.0% | 10.5% | 8.6% |
| Emergency Lighting | £176,922 | £180,156 | -1.8% | 31.0% | 9.9% | 9.6% |
Long Lever
Intelligence 360
04
Operational and service position
Operational engagement through the digital portal shows 9 designs generated, though only 2 formal proposals have been completed. The account has not participated in any internal training sessions offered by the business to date. Service levels are supported by 73 public reviews, maintaining a steady average rating of 4.5.
Digital portal engagement: 9 designs
Training attendance: 0
Operational position
| Measure | Value |
|---|---|
| Branches | 2 |
| Installer Portal designs | 9 |
| Installer Portal proposals | 2 |
| Opportunities claimed | 1 |
| Training attended | 0 of 7 invitations |
| Support enquiries (90 days) | 9 |
| Marketing engagement | Moderate |
Long Lever
Intelligence 360
05
Market activity
Public activity for the company includes an exhibition at a regional fire and security event in October 2026 and the addition of an estimator to the team. The company updated its registered office address in August 2026 and renewed its industry accreditation in January 2026. Recruitment remains focused on a service and maintenance role in Luton, signaling steady operational maintenance.
New estimator hired: October 2026
Trade counter hours extended: January 2026
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 31 Oct 2026 | LinkedIn post | Event: Exhibited at a regional fire and security exhibition. |
| 17 Oct 2026 | LinkedIn post | New hire: Appointed an additional estimator to support bid volume. |
| 17 Sept 2026 | Facebook post | Product post: Shared a manufacturer promotion on emergency lighting battens. |
| 6 Sept 2026 | Job advert | Service and maintenance engineer, Luton |
| Last 6 months | Google reviews | 4.5 average from 73 reviews, steady |
| 22 Aug 2026 | Companies House | New office address: The registered office address was updated on the register. |
| 6 May 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed on time. |
| 27 Jan 2026 | Website news | Accreditation renewed |
| 20 Jan 2026 | Website news | Trade counter hours updated |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply captures an estimated 88 per cent of the local equipment spend among tracked installers in the Luton area. While Company AF records a year-on-year growth of -1.02 per cent, 3 of the 5 local competitors are currently growing at a faster rate. The account is currently under pressure from local competition, particularly firms that are actively recruiting to support expanding order books.
Local peer average rating: 4.27
Total local installers tracked: 6
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 42 | Chelmsford · 1.32 miles | CCTV, Emergency Lighting | BAFE, NSI | 3.5 (188) | 26 | Hiring | Prospect |
| Installer 50 | Chelmsford · 2.4 miles | CCTV, Emergency Lighting, Fire | BAFE, SSAIB | 4.8 (64) | 22 | No | Prospect |
| Installer 43 | Chelmsford · 2.94 miles | Access Control, Intruder | NSI, SSAIB | 4.6 (101) | 45 | No | Long Lever Supply customer |
| Installer 45 | Peterborough · 8.14 miles | Emergency Lighting, Intruder | BAFE, SSAIB | 4.0 (190) | 19 | Hiring | Long Lever Supply customer |
| Installer 38 | Norwich · 10.11 miles | CCTV, Intruder | BAFE | 4.6 (42) | 38 | No | Long Lever Supply customer |
Long Lever
Intelligence 360
07
Action plan
The following action plan is designed to improve engagement and secure the account's category share against local competition. These actions prioritize digital tool integration and formalizing product knowledge development. Implementation will be monitored across the next quarter to ensure recovery in volume.
Conduct a credit limit and Installer Portal access review.
Enroll branch team in upcoming product training sessions.
Add aggressive local competitors to the prospect list.
| 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 |
| Add competitor Installer 42 to prospect list | Business development | This week | High |
| Target Accessories category for promotional push | Category manager | Next 14 days | Medium |
| Monitor quarterly margin performance against peer averages | Finance | Next quarter | Medium |