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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 AK · VC-1252
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:07:18
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 AK maintains a steady relationship with Long Lever Supply since early 2020. The account currently presents a health score of 61 with 186 orders processed over the last 12 months. Financial stability is confirmed by its good standing credit status.
Account reference VC-1252 based in the Midlands region.
Total sales of 748,769.68 GBP in the last 12 months.
Average returns rate of 2.94 percent.
Sales, last 12 months
£748,770
+3.1% year on year
Gross profit
£211,984
28.3% margin
Orders placed
186
average £4,026
Days since last order
9
trading normally
Returns rate
2.94%
trade average 2.1%
Credit position
Good standing
£80,290 of £192,000 used
Long Lever
Intelligence 360
02
Trading performance
The account demonstrated a year on year sales growth of 3.09 percent compared to the prior period. Gross profit for the last 12 months reached 211,984.25 GBP, reflecting a gross margin of 28.31 percent. Trading activity has remained consistent, with the most recent order occurring only 9 days ago.
Sales grew from 726,355.64 GBP to 748,769.68 GBP.
The account has placed 186 orders over the last year.
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the primary category for this account, representing 50.76 percent of total spend. While Accessories show a strong margin of 41.91 percent, the account has minimal engagement with the Access Control category. Current purchasing patterns indicate significant reliance on specific brands across CCTV and Fire categories.
CCTV sales totaled 380,063 GBP with a 3.25 percent change.
Access Control share remains low at 0.27 percent.
Accessories margin is the highest at 41.91 percent.
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £380,063 | £368,111 | +3.3% | 23.6% | 50.8% | 43.2% |
| Accessories | £112,665 | £107,456 | +4.8% | 41.9% | 15.1% | 8.6% |
| Fire | £97,794 | £95,930 | +1.9% | 29.6% | 13.1% | 15.8% |
| Intruder | £87,661 | £85,041 | +3.1% | 26.6% | 11.7% | 14.9% |
| Emergency Lighting | £68,543 | £67,779 | +1.1% | 32.4% | 9.2% | 9.6% |
| Access Control | £2,043 | £2,039 | +0.2% | 37.0% | 0.3% | 7.8% |
Long Lever
Intelligence 360
04
Operational and service position
Operational engagement via the digital portal remains underutilised, with only 13 designs and 14 proposals generated. Training uptake is limited, with only 4 sessions attended despite the complexity of the equipment purchased. There is clear potential to deepen the service relationship through increased digital and educational integration.
Only 4 training sessions attended in the last 12 months.
Portal usage is limited to 13 designs and 14 proposals.
Operational position
| Measure | Value |
|---|---|
| Branches | 4 |
| Installer Portal designs | 13 |
| Installer Portal proposals | 14 |
| Opportunities claimed | 2 |
| Training attended | 4 of 7 invitations |
| Support enquiries (90 days) | 17 |
| Marketing engagement | Low |
Long Lever
Intelligence 360
05
Market activity
Public activity for the company shows a focus on expanding service offerings and bid capacity. Recent disclosures include the appointment of an additional estimator in October 2026 and the introduction of out-of-hours maintenance services in August 2026. The account maintains a strong reputation with an average review rating of 4.5 across 146 entries.
New estimator appointed October 2026 to support bid volume.
Out-of-hours call-out service launched August 2026.
Maintains a consistent 4.5-star Google review rating.
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 26 Oct 2026 | Facebook post | Product post: Shared a manufacturer promotion on emergency lighting battens. |
| 20 Oct 2026 | LinkedIn post | New hire: Appointed an additional estimator to support bid volume. |
| 15 Sept 2026 | LinkedIn post | Project completed: Handed over a school access control and CCTV installation. |
| 24 Jul 2026 | Job advert | Contracts administrator, Stoke-on-Trent |
| Last 6 months | Google reviews | 4.5 average from 146 reviews, steady |
| 8 Jul 2026 | Companies House | New office address: The registered office address was updated on the register. |
| 8 Mar 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed on time. |
| 17 Apr 2026 | Website news | Accreditation renewed |
| 22 Mar 2026 | Website news | Team page refreshed |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply captures an estimated 88 percent of the equipment spend among 8 tracked installers in the vicinity of Stoke-on-Trent. However, this account is growing at 3.09 percent while 5 of 7 local peer installers are currently expanding at a faster rate. Competition remains notable, particularly from local firms focused on access control and fire safety.
5 of 7 local installers report higher growth than Company AK.
Total spend share of 88 percent in the local market.
Peer average growth in the region is 9.71 percent.
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 63 | Coventry · 3.08 miles | Access Control, Emergency Lighting, Intruder | BAFE, NSI, SSAIB | 4.4 (160) | 40 | Hiring | Prospect |
| Installer 68 | Birmingham · 3.96 miles | Emergency Lighting, Fire, Intruder | SSAIB | 3.5 (113) | 44 | No | Long Lever Supply customer |
| Installer 61 | Stoke-on-Trent · 8.66 miles | CCTV, Emergency Lighting, Intruder | BAFE | 3.3 (23) | 8 | No | Prospect |
| Installer 62 | Leicester · 10.33 miles | Access Control, CCTV, Fire | BAFE, NSI, SSAIB | 4.3 (23) | 28 | Hiring | Long Lever Supply customer |
| Installer 69 | Nottingham · 10.71 miles | Emergency Lighting, Intruder | BAFE, NSI, SSAIB | 4.2 (123) | 42 | No | Long Lever Supply customer |
| Installer 64 | Nottingham · 15.05 miles | Access Control, CCTV, Fire | BAFE, NSI, SSAIB | 4.8 (192) | 25 | No | Prospect |
| Installer 55 | Worcester · 16.25 miles | CCTV, Fire | NSI, SSAIB | 3.9 (158) | 11 | No | Long Lever Supply customer |
Long Lever
Intelligence 360
07
Action plan
The following plan is designed to address the growth disparity between the account and its local peers. By increasing digital engagement and training, we aim to protect our market share and leverage the client's current hiring activity. These actions are prioritized to align with the client's recent expansion into maintenance and estimation.
Review credit limits to support increased bid capacity.
Initiate training for the new estimation and contract team.
Increase portal utilization to capture higher access control volume.
| 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 cycle | Training team | Next quarter | Low |
| Conduct cross-sell campaign for Access Control products | Business development | Next 30 days | Medium |
| Schedule account review to discuss maintenance expansion | Regional account manager | Next 14 days | High |
| Monitor Installer 63 activity for competitive threats | Category manager | Next quarter | High |