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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 AM · VC-1266
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:08:16
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 AM has demonstrated a declining performance trajectory with a current health score of 50. Trading since December 2019, the account has generated 360,646.66 in sales over the last twelve months. This reflects a year-on-year contraction of 12.68 percent compared to the prior period of 413,003.82.
Account reference: VC-1266
Last order placed: 21 days ago
Current credit status: Good standing
Sales, last 12 months
£360,647
-12.7% year on year
Gross profit
£100,532
27.9% margin
Orders placed
51
average £7,072
Days since last order
21
trading normally
Returns rate
3.12%
trade average 2.1%
Credit position
Good standing
£34,552 of £116,000 used
Long Lever
Intelligence 360
02
Trading performance
Gross profit for the last twelve months stands at 100,532.15, achieving a gross margin of 27.88 percent. The account completed 51 orders within this period. Recent performance in November 2026 yielded sales of 29,518.25 at a margin of 27.09 percent.
Prior year sales: 413,003.82
Returns rate: 3.12 percent
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the primary category for the account, representing 41.32 percent of total sales despite a 13.9 percent decrease in category volume. While most categories reflect negative growth, Access Control maintains the highest margin at 34.98 percent. Accessories have experienced the most significant contraction, declining by 16.27 percent.
Fire category sales: 63,352.02 at 28.61 percent margin
Emergency Lighting sales: 41,005.97 at 30.5 percent margin
Access Control sales: 36,163.29
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £149,026 | £173,084 | -13.9% | 22.9% | 41.3% | 43.2% |
| Fire | £63,352 | £69,313 | -8.6% | 28.6% | 17.6% | 15.8% |
| Emergency Lighting | £41,006 | £46,813 | -12.4% | 30.5% | 11.4% | 9.6% |
| Intruder | £37,948 | £42,931 | -11.6% | 25.3% | 10.5% | 14.9% |
| Access Control | £36,163 | £41,269 | -12.4% | 35.0% | 10.0% | 7.8% |
| Accessories | £33,151 | £39,594 | -16.3% | 40.9% | 9.2% | 8.6% |
Long Lever
Intelligence 360
04
Operational and service position
Operational indicators suggest a consolidation of services, as reflected by recent updates to the account's website. The firm has completed 7 portal designs and 5 portal proposals during this period. Training engagement is recorded at 5 sessions attended, though recent activity indicates lower interaction with product-specific initiatives.
Services page simplified on 2026-04-07
Trade counter hours reduced as of 2026-08-02
Operational position
| Measure | Value |
|---|---|
| Branches | 1 |
| Installer Portal designs | 7 |
| Installer Portal proposals | 5 |
| Opportunities claimed | 2 |
| Training attended | 5 of 6 invitations |
| Support enquiries (90 days) | 1 |
| Marketing engagement | Not consented |
Long Lever
Intelligence 360
05
Market activity
Public activity has been limited, with one project update and one product-related post recorded this quarter. Corporate filings from March 2026 show the resignation of a director and the filing of financial accounts. A security charge was registered in favour of a lender in April 2026.
Google review average: 3.7 stars from 67 reviews
Recent social activity: Project completion posted 2026-09-15
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 15 Sept 2026 | Facebook post | Project completed: Posted about a small retail CCTV refresh, the only installation update this quarter. |
| 11 Sept 2026 | LinkedIn post | Event: Shared a post about a local trade event attended earlier in the year. |
| 17 Aug 2026 | LinkedIn post | Product post: Promoted a surveillance range that is understood to be supplied by a competing distributor. |
| Last 6 months | Google reviews | 3.7 average from 67 reviews, steady |
| 2 Apr 2026 | Companies House | Charge registered: A charge was registered in favour of a secured lender. |
| 17 Mar 2026 | Companies House | New director: A director resigned, leaving one active director on the register. |
| 2 Aug 2026 | Website news | Trade counter hours updated |
| 7 Apr 2026 | Website news | Services page simplified |
Long Lever
Intelligence 360
06
Local market
The local competitive landscape in the East of England is active, with five of six tracked local installers currently outpacing this account's negative growth rate. Long Lever Supply retains an estimated 42 percent share of the local equipment spend in the vicinity. Competing firms in Chelmsford and Ipswich show higher growth, with several currently engaged in hiring field engineers.
Peer average rating: 4.29
Peer growth: 13.46 percent
Prospects available: 4
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 37 | Chelmsford · 2.86 miles | Access Control, CCTV, Intruder | BAFE, NSI, SSAIB | 4.8 (11) | 5 | Hiring | Prospect |
| Installer 38 | Norwich · 4.88 miles | CCTV, Intruder | BAFE | 4.6 (42) | 38 | No | Long Lever Supply customer |
| Installer 50 | Chelmsford · 14.63 miles | CCTV, Emergency Lighting, Fire | BAFE, SSAIB | 4.8 (64) | 22 | No | Prospect |
| Installer 49 | Ipswich · 15.49 miles | Emergency Lighting, Fire, Intruder | SSAIB | 3.7 (183) | 3 | No | Prospect |
| Installer 39 | Ipswich · 17.51 miles | CCTV, Fire, Intruder | SSAIB | 3.7 (205) | 37 | Hiring | Prospect |
Long Lever
Intelligence 360
07
Action plan
The current account strategy focuses on reclaiming market share through targeted price competitiveness and enhanced technical engagement. These actions are designed to address the 12.68 percent year-on-year sales decline and mitigate competition from faster-growing local installers.
Initiate CCTV range review and price comparison for the Norwich branch
Invite branch team to the next product training day
Add competitive local installers to the regional prospect list
Review account credit terms given the recent charge registration
Conduct a quarterly review meeting with the technical director
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| CCTV range review and price comparison | Category manager | This week | High |
| Invite branch team to product training | Training team | Next training cycle | Low |
| Add regional competitors to prospect list | Business development | Next 14 days | Medium |
| Review account risk following charge registration | Finance | Next 30 days | High |
| Conduct formal account performance review | Regional account manager | Next 30 days | High |