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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 BF · VC-1399
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:20:37
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 BF, reference VC-1399, is currently categorised as an at-risk, declining account with a health score of 15. Since its inception in 2017, the account has seen a significant downturn with 189 days elapsed since the last order. The relationship is currently restricted by a credit hold status.
Year-on-year sales have decreased by 65.71% to 132,903.89 GBP.
Total orders over the last twelve months reached 19.
Sales, last 12 months
£132,904
-65.7% year on year
Gross profit
£39,780
29.9% margin
Orders placed
19
average £6,995
Days since last order
189
requires contact
Returns rate
0.92%
trade average 2.1%
Credit position
Credit hold
£17,502 of £22,000 used
Long Lever
Intelligence 360
02
Trading performance
The account performance demonstrates a steep contraction when compared to the prior year sales of 387,583.62 GBP. Monthly order volumes have dropped consistently, with no sales recorded since June 2026. The gross margin for the last twelve months sits at 29.93% on a gross profit of 39,779.75 GBP.
Monthly sales peaked at 43,783.90 GBP in December 2024 before consistent decline.
Sales for the last reported month of May 2026 were 20,836.67 GBP.
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
CCTV remains the primary category with 51,497.76 GBP in sales, though this represents a 66.44% decline from prior periods. Access control and emergency lighting show resilient margins of 36.11% and 28.51% respectively. Accessories provide the highest margin at 43.10% despite the broad downward trend across all product segments.
CCTV share of 38.75% aligns closely with the peer average of 43.19%.
Preferred brands include Brand 4 in CCTV and Brand 7 in fire safety.
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £51,498 | £153,432 | -66.4% | 25.0% | 38.8% | 43.2% |
| Access Control | £20,228 | £57,965 | -65.1% | 36.1% | 15.2% | 7.8% |
| Emergency Lighting | £17,730 | £54,104 | -67.2% | 28.5% | 13.3% | 9.6% |
| Accessories | £16,693 | £46,850 | -64.4% | 43.1% | 12.6% | 8.6% |
| Fire | £14,342 | £39,242 | -63.5% | 28.8% | 10.8% | 15.8% |
| Intruder | £12,414 | £35,992 | -65.5% | 26.1% | 9.3% | 14.9% |
Long Lever
Intelligence 360
04
Operational and service position
Operational engagement has stalled, with limited activity on portal designs and proposals. The training team has recorded 4 attendances, which represents the extent of recent collaborative efforts. The account currently faces a returns rate of 0.92%.
Total portal designs completed: 7.
Total portal proposals generated: 1.
Operational position
| Measure | Value |
|---|---|
| Branches | 4 |
| Installer Portal designs | 7 |
| Installer Portal proposals | 1 |
| Opportunities claimed | 0 |
| Training attended | 4 of 7 invitations |
| Support enquiries (90 days) | 17 |
| Marketing engagement | Not consented |
Long Lever
Intelligence 360
05
Market activity
Public activity for Company BF has been minimal throughout 2026, with the final social media post occurring in May. Recent Google reviews have trended downwards, falling from an average of 3.7 in June 2026 to 3.3 by November 2026. Corporate filings indicate that the last financial accounts were submitted late, following the resignation of a director in October 2025.
Recent reviews cite service issues including slow call-outs and spare part delays.
The company website contact details were last updated in February 2026.
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 11 May 2026 | Facebook post | Product post: Shared a manufacturer promotion, with no further activity posted since. |
| 4 Apr 2026 | X post | Event: Shared a post about a supplier training day. |
| 25 Feb 2026 | LinkedIn post | New service: Announced extended trade counter opening hours. |
| Last 6 months | Google reviews | 3.5 average from 47 reviews, slipping |
| 6 Jan 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed late. |
| 2 Oct 2025 | Companies House | New director: A director resigned from the board. |
| 23 Feb 2026 | Website news | Contact details updated |
Long Lever
Intelligence 360
06
Local market
Long Lever Supply captures an estimated 35% of the local equipment spend across the 7 installers tracked in the area. Company BF is currently underperforming relative to its peers, as all 6 local competitors are currently achieving growth. Competitor activity is marked by widespread hiring, particularly among firms like Installer 122 which is growing at 19.26%.
Peer average Google rating is 3.93, surpassing the current account rating of 3.5.
All 6 local competitors currently exhibit faster growth than Company BF.
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 115 | Cardiff · 5 miles | Access Control, Fire | SSAIB | 3.3 (184) | 36 | Hiring | Prospect |
| Installer 119 | Wrexham · 6.18 miles | CCTV, Emergency Lighting, Fire | NSI | 4.5 (141) | 42 | Hiring | Prospect |
| Installer 120 | Wrexham · 10.76 miles | Access Control, Emergency Lighting, Fire | BAFE, NSI, SSAIB | 4.9 (77) | 23 | Hiring | Prospect |
| Installer 122 | Newport · 11.86 miles | CCTV, Fire, Intruder | NSI | 3.9 (239) | 36 | Hiring | Prospect |
| Installer 123 | Newport · 16.48 miles | CCTV, Fire | BAFE, NSI, SSAIB | 3.4 (212) | 47 | Hiring | Prospect |
| Installer 109 | Wrexham · 17.32 miles | Fire, Intruder | BAFE, NSI, SSAIB | 3.7 (171) | 39 | Hiring | Long Lever Supply customer |
Long Lever
Intelligence 360
07
Action plan
The following actions are required to address the decline in account health and address service-related grievances. The focus is on re-establishing contact and offering technical support to mitigate the impact of recent negative feedback. These steps are prioritized based on the urgency of the account's current credit and sales status.
Regional account manager to conduct a re-engagement call regarding the 189-day order gap.
Business development to offer service-tracker and spares support to address negative review trends.
Finance to conduct a formal review of the current credit hold status.
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Re-engagement call with the managing director | Regional account manager | Next 14 days | High |
| Offer service-tracker and spares support | Business development | Next 14 days | Medium |
| Review account credit status and filing issues | Finance | Next 30 days | High |
| Perform account business health audit | Regional account manager | Next 30 days | Medium |
| Propose training session on new product lines | Training team | Next quarter | Low |