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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 AZ · VC-1357
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:11:36
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 AZ is currently identified as a declining and at-risk account with a health score of 39. Since the account began in June 2015, it has maintained a relationship with our firm, but it currently faces significant challenges. The account has not placed an order in 51 days, indicating a potential cessation of trading activity with our business.
Current LTM sales of £248,056.71 compared to £362,253.48 in the prior year.
Year-on-year sales decline of 31.52 percent.
Total of 63 orders placed over the last twelve months.
Sales, last 12 months
£248,057
-31.5% year on year
Gross profit
£69,595
28.1% margin
Orders placed
63
average £3,937
Days since last order
51
trading normally
Returns rate
0.92%
trade average 2.1%
Credit position
Good standing
£28,612 of £40,000 used
Long Lever
Intelligence 360
02
Trading performance
Trading performance for the account has been consistently negative over the last twelve months, with a notable absence of orders recorded in November 2026. The gross margin for the account stands at 28.06 percent, which aligns closely with the company-wide average of 28.33 percent. Total gross profit generated over the LTM period is £69,594.76.
Monthly order volume dropped from 9 in December 2024 to 0 in November 2026.
Returns rate currently tracked at 0.92 percent.
Account maintains good standing regarding credit status despite declining sales volume.
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
The category mix shows a broad decline across all segments, with the most significant reduction in Accessories which dropped by 34.18 percent. CCTV remains the largest category for the account, representing 38.53 percent of total sales, although it underperforms compared to the peer share of 43.19 percent. Fire and Emergency Lighting categories show varying performance, with Fire contributing 23.1 percent of total sales.
CCTV sales totaled £95,564.25, reflecting a 31.85 percent decrease.
Fire category sales reached £57,289.70 with a margin of 29.99 percent.
Access Control remains minimal, contributing only 0.29 percent of sales mix.
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £95,564 | £140,228 | -31.9% | 23.2% | 38.5% | 43.2% |
| Fire | £57,290 | £82,983 | -31.0% | 30.0% | 23.1% | 15.8% |
| Accessories | £35,823 | £54,426 | -34.2% | 39.3% | 14.4% | 8.6% |
| Intruder | £33,766 | £48,887 | -30.9% | 24.5% | 13.6% | 14.9% |
| Emergency Lighting | £24,885 | £34,679 | -28.2% | 30.6% | 10.0% | 9.6% |
| Access Control | £728 | £1,052 | -30.8% | 34.8% | 0.3% | 7.8% |
Long Lever
Intelligence 360
04
Operational and service position
Operational visibility is limited by the lack of recent engagement, as the account has only completed one training session and minimal portal activity. Public feedback indicates growing dissatisfaction, with the average Google review rating slipping to 3.3 over the past six months. Recent company filings show the registered office was moved to a residential address in November 2025, and annual accounts were filed late in February 2026.
Google review average dropped from 3.5 in June to 3.2 in November 2026.
Portal activity is limited to 1 design and 4 proposals.
Website news indicates a contact detail update on 22 August 2026.
Operational position
| Measure | Value |
|---|---|
| Branches | 1 |
| Installer Portal designs | 1 |
| Installer Portal proposals | 4 |
| Opportunities claimed | 0 |
| Training attended | 1 of 9 invitations |
| Support enquiries (90 days) | 12 |
| Marketing engagement | Moderate |
Long Lever
Intelligence 360
05
Market activity
Public company-level activity has remained sparse throughout the 2026 calendar year. Recent digital engagement included a training day post in July and a manufacturer promotion in June. The company previously announced extended trade counter opening hours on LinkedIn in March 2026.
Recent reviews specifically cite slow call-outs and spare parts delays.
Zero active job advertisements are currently associated with the company.
Public communication on social channels has been stagnant since July 2026.
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 5 Jul 2026 | X post | Event: Shared a post about a supplier training day. |
| 5 Jun 2026 | Facebook post | Product post: Shared a manufacturer promotion, with no further activity posted since. |
| 29 Mar 2026 | LinkedIn post | New service: Announced extended trade counter opening hours. |
| Last 6 months | Google reviews | 3.3 average from 25 reviews, slipping |
| 23 Feb 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed late. |
| 9 Nov 2025 | Companies House | New office address: The registered office was changed to a residential address. |
| 22 Aug 2026 | Website news | Contact details updated |
Long Lever
Intelligence 360
06
Local market
Company AZ is underperforming relative to its local peer group, as 5 of 5 local installers are currently experiencing higher growth rates. Long Lever Supply accounts for an estimated 42 percent of local equipment spend in the Croydon area, covering 2 of the 6 tracked installers. Competitors such as Installer 11 are actively hiring and gaining market share, while this account faces a year-on-year decline of 31.52 percent.
Peer growth average in the local market is -1.76 percent.
Local peer rating average stands at 4.04 compared to account rating of 3.3.
Installer 11 presents a competitive threat with 13.19 percent growth.
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 12 | Croydon · 0.49 miles | Emergency Lighting, Fire | SSAIB | 4.0 (93) | 4 | Hiring | Long Lever Supply customer |
| Installer 6 | Reading · 3.9 miles | Emergency Lighting, Fire | SSAIB | 3.5 (127) | 23 | Hiring | Prospect |
| Installer 11 | Croydon · 6.51 miles | CCTV, Fire, Intruder | SSAIB | 3.6 (170) | 39 | Hiring | Prospect |
| Installer 17 | Watford · 6.76 miles | Access Control, Emergency Lighting, Fire | BAFE, NSI, SSAIB | 4.9 (155) | 34 | No | Prospect |
| Installer 8 | Croydon · 7.35 miles | Emergency Lighting, Fire | BAFE, NSI | 4.3 (35) | 5 | No | Prospect |
Long Lever
Intelligence 360
07
Action plan
The following actions are required to address the identified risks and competitive pressures. These interventions focus on service recovery and account re-engagement to arrest the sales decline.
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Conduct a re-engagement call with the technical director | Regional account manager | Next 14 days | High |
| Offer service-tracker module and enhanced spares support | Business development | Next 14 days | Medium |
| Review account credit terms given the late accounts filing | Finance | Next 30 days | Medium |
| Provide specialized training on core CCTV lines | Training team | Next 30 days | Medium |
| Add Installer 11 to the high-priority prospect list | Business development | This week | High |