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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 AH · VC-1231
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:06:03
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 AH has been an active customer since 2018, currently maintaining a health score of 59. The account is in good standing with credit. With 146 orders over the last twelve months and 18 days since the last transaction, the account shows steady, albeit declining, activity.
Account Reference: VC-1231
Current Sales LTM: £1,174,041.94
Year-on-Year Growth: -3.89%
Sales, last 12 months
£1,174,042
-3.9% year on year
Gross profit
£324,061
27.6% margin
Orders placed
146
average £8,041
Days since last order
18
trading normally
Returns rate
0.70%
trade average 2.1%
Credit position
Good standing
£206,566 of £331,000 used
Long Lever
Intelligence 360
02
Trading performance
Trading performance has contracted over the last twelve months, resulting in a year-on-year sales decline of 3.89% against a prior year total of £1,221,550.10. Gross profit for the period stands at £324,060.97, reflecting a gross margin of 27.6%. Monthly sales volume reached a peak of £124,681.81 in February 2026, though performance remains inconsistent across the year.
Total Orders LTM: 146
Returns Rate: 0.7%
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
The category mix remains heavily weighted toward CCTV, which accounts for 41.07% of total sales despite a 4.24% reduction in demand. Fire and Intruder categories represent 25.13% and 17.9% of the mix respectively. While the company holds a strong share in Fire compared to peers, Access Control remains significantly underdeveloped at only 0.29% of category sales.
CCTV Sales: £482,201.36
Fire Sales: £295,025.03
Accessories Margin: 42.24%
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £482,201 | £503,538 | -4.2% | 24.1% | 41.1% | 43.2% |
| Fire | £295,025 | £312,380 | -5.6% | 27.3% | 25.1% | 15.8% |
| Intruder | £210,157 | £214,948 | -2.2% | 27.8% | 17.9% | 14.9% |
| Emergency Lighting | £94,288 | £98,054 | -3.8% | 32.1% | 8.0% | 9.6% |
| Accessories | £88,942 | £89,139 | -0.2% | 42.2% | 7.6% | 8.6% |
| Access Control | £3,429 | £3,491 | -1.8% | 35.3% | 0.3% | 7.8% |
Long Lever
Intelligence 360
04
Operational and service position
Operational engagement through the digital portal includes 10 designs and 2 proposals created to date. The account has participated in 6 training sessions, indicating a willingness to engage with technical support. Customer service feedback remains consistent with an average rating of 4.3 across 135 reviews.
Training sessions attended: 6
Average review score: 4.3
Operational position
| Measure | Value |
|---|---|
| Branches | 5 |
| Installer Portal designs | 10 |
| Installer Portal proposals | 2 |
| Opportunities claimed | 0 |
| Training attended | 6 of 9 invitations |
| Support enquiries (90 days) | 3 |
| Marketing engagement | Moderate |
Long Lever
Intelligence 360
05
Market activity
Public company-level activity suggests stable operations with recent completion of a school project and participation in a regional fire and security exhibition. The company updated its registered office and appointed a new director during the period. Recruitment activity includes a single replacement role for a contracts administrator in Newcastle, suggesting steady trading volume.
Latest LinkedIn post: 2026-09-28
Accreditation status: Renewed May 2026
Company filings: Last annual accounts filed June 2026
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 28 Sept 2026 | LinkedIn post | Project completed: Handed over a school access control and CCTV installation. |
| 26 Sept 2026 | LinkedIn post | New hire: Appointed an additional estimator to support bid volume. |
| 15 Sept 2026 | LinkedIn post | Event: Exhibited at a regional fire and security exhibition. |
| 28 Sept 2026 | Job advert | Contracts administrator, Newcastle |
| Last 6 months | Google reviews | 4.3 average from 135 reviews, steady |
| 18 Jun 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed on time. |
| 21 Nov 2025 | Companies House | New office address: The registered office address was updated on the register. |
| 29 Jul 2026 | Website news | Team page refreshed |
| 28 May 2026 | Website news | Accreditation renewed |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply captures an estimated 76% of local equipment spend across the seven tracked installers in the region. Company AH currently underperforms its local peers, as all six local competitors tracked show higher year-on-year growth. The local market is increasingly competitive, with entities such as Installer 103 demonstrating growth of 21.25% while remaining outside our current supply network.
Total tracked local installers: 7
Competitor growth average: Outperforming Company AH
Market spend share: 76%
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 100 | Hull · 5.73 miles | Access Control, CCTV, Fire | BAFE, NSI, SSAIB | 3.3 (172) | 45 | No | Long Lever Supply customer |
| Installer 103 | Leeds · 7.97 miles | Access Control, Fire, Intruder | BAFE, NSI, SSAIB | 3.8 (126) | 15 | Hiring | Prospect |
| Installer 96 | Sheffield · 11.53 miles | CCTV, Fire, Intruder | NSI, SSAIB | 4.7 (240) | 10 | Hiring | Prospect |
| Installer 104 | Leeds · 12.62 miles | Access Control, CCTV, Emergency Lighting | SSAIB | 3.9 (169) | 43 | No | Long Lever Supply customer |
| Installer 108 | Leeds · 15.55 miles | Access Control, Emergency Lighting | BAFE, NSI, SSAIB | 4.1 (61) | 17 | No | Long Lever Supply customer |
| Installer 105 | Newcastle · 17.64 miles | Access Control, Emergency Lighting, Fire | BAFE | 3.9 (116) | 17 | Hiring | Prospect |
Long Lever
Intelligence 360
07
Action plan
An action plan is required to address the negative growth trend and capitalize on current project activity. Immediate steps involve optimizing the account's digital usage and reassessing credit facilities to support potential project expansion. Targeted engagement with the operations director is necessary to realign the account's category focus with higher-margin product lines.
Review credit limit and portal access for design team
Invite branch staff to upcoming product training
Execute account management review call
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Conduct formal account review to address -3.89% YoY decline | Regional account manager | Next 30 days | High |
| Invite design team to use Installer Portal to drive Access Control growth | Digital team | Next 14 days | Medium |
| Review credit limit in light of potential new contract work | Finance | Next 30 days | Medium |
| Invite branch team to next scheduled product training day | Training team | Next quarter | Low |
| Develop targeted marketing collateral for the Fire and Intruder range | Marketing | Next 30 days | Medium |