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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 BH · VC-1413
Period covered: Dec 2025 – Nov 2026
Prepared for
Long Lever Supply board and senior leadership team
Generated
09/11/2026, 13:28:18
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 BH has been an active account since January 2019 but is currently flagged as declining and at risk. The account health score stands at 26, reflecting a significant downturn in activity. It has been 106 days since the last order was placed by the procurement lead.
Account reference: VC-1413.
Region: Wales.
Credit status: Good standing.
Sales, last 12 months
£91,578
-47.5% year on year
Gross profit
£27,454
30.0% margin
Orders placed
11
average £8,325
Days since last order
106
requires contact
Returns rate
3.69%
trade average 2.1%
Credit position
Good standing
£8,876 of £24,000 used
Long Lever
Intelligence 360
02
Trading performance
Sales performance has deteriorated, with year-on-year sales declining by 47.49 per cent to 91,578.32 GBP. Gross profit for the last twelve months reached 27,454.26 GBP, maintaining a gross margin of 29.98 per cent. Order frequency has dropped significantly, totalling only 11 orders in the last year.
Prior year sales: 174,385.23 GBP.
Current total sales: 91,578.32 GBP.
Monthly sales, last 12 months
Long Lever
Intelligence 360
03
Range and category mix
All major product categories have seen near-uniform double-digit declines, ranging from 46.26 per cent in Access Control to 48.08 per cent in Accessories. CCTV remains the primary sales category with 31,659.21 GBP in volume, yet it underperforms against the peer share of 43.19 per cent. Fire and Access Control categories currently show a higher share of the account mix than the peer average.
CCTV sales: 31,659.21 GBP (34.57 per cent share).
Fire sales: 19,232.95 GBP (21 per cent share).
Accessories margin: 42.26 per cent.
Category mix against similar installers
Category mix
| Category | Sales LTM | Prior year | Change | Margin | Share | Peer share |
|---|---|---|---|---|---|---|
| CCTV | £31,659 | £60,795 | -47.9% | 25.5% | 34.6% | 43.2% |
| Fire | £19,233 | £36,418 | -47.2% | 30.3% | 21.0% | 15.8% |
| Access Control | £15,182 | £28,252 | -46.3% | 34.7% | 16.6% | 7.8% |
| Emergency Lighting | £10,252 | £19,586 | -47.7% | 31.2% | 11.2% | 9.6% |
| Intruder | £8,962 | £17,218 | -48.0% | 27.2% | 9.8% | 14.9% |
| Accessories | £6,290 | £12,115 | -48.1% | 42.3% | 6.9% | 8.6% |
Long Lever
Intelligence 360
04
Operational and service position
Operational indicators highlight a potential disconnect in service delivery, as reflected in a Google review average that has slipped to 3.1. Public feedback indicates specific concerns regarding slow call-out times and delays in receiving spare parts. While the returns rate is 3.69 per cent, the lack of recent engagement and absence of training attendance suggests waning reliance on our support services.
Review count: 64.
Training sessions attended: 0.
Portal proposals generated: 0.
Operational position
| Measure | Value |
|---|---|
| Branches | 1 |
| Installer Portal designs | 6 |
| Installer Portal proposals | 0 |
| Opportunities claimed | 1 |
| Training attended | 0 of 6 invitations |
| Support enquiries (90 days) | 17 |
| Marketing engagement | Not consented |
Long Lever
Intelligence 360
05
Market activity
Public activity for the account has been minimal and sporadic over the last twelve months. The company filed its last financial accounts late in January 2026 and moved its registered office to a residential address in October 2025. Recent digital communication is limited to isolated updates regarding trade counter hours and shared supplier content.
Latest LinkedIn post: 19 June 2026.
Website contact details updated: 1 June 2026.
Average review score: 3.1, with a declining trend.
Market activity
| Date | Source | Company-level detail |
|---|---|---|
| 19 Jun 2026 | LinkedIn post | New service: Announced extended trade counter opening hours. |
| 18 May 2026 | X post | Event: Shared a post about a supplier training day. |
| 12 Mar 2026 | Facebook post | Product post: Shared a manufacturer promotion, with no further activity posted since. |
| Last 6 months | Google reviews | 3.1 average from 64 reviews, slipping |
| 21 Jan 2026 | Companies House | Accounts filed: Accounts for the last financial year were filed late. |
| 16 Oct 2025 | Companies House | New office address: The registered office was changed to a residential address. |
| 1 Jun 2026 | Website news | Contact details updated |
Long Lever
Intelligence 360
06
Local market
The local market in Wales is competitive, with eight local installers all demonstrating higher growth rates than Company BH. Long Lever Supply currently holds an estimated 41 per cent share of the local equipment spend among the nine tracked installers. The account is losing significant competitive ground to nearby firms that are actively hiring and expanding their project footprints.
Local peer average Google rating: 4.11.
Number of local installers tracked: 9.
Company BH year-on-year growth: -47.49 per cent.
Local market: installers tracked in the area
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Status | |
|---|---|---|---|---|---|---|---|
| Installer 121 | Cardiff · 3.93 miles | Emergency Lighting, Fire | BAFE, NSI, SSAIB | 3.8 (32) | 14 | No | Prospect |
| Installer 117 | Newport · 4.39 miles | CCTV, Emergency Lighting, Intruder | SSAIB | 4.6 (146) | 14 | Hiring | Long Lever Supply customer |
| Installer 118 | Swansea · 5.67 miles | CCTV, Emergency Lighting, Fire | BAFE, NSI, SSAIB | 4.6 (21) | 35 | Hiring | Long Lever Supply customer |
| Installer 112 | Newport · 6.44 miles | CCTV, Emergency Lighting | BAFE, SSAIB | 3.2 (119) | 13 | No | Prospect |
| Installer 120 | Wrexham · 9.96 miles | Access Control, Emergency Lighting, Fire | BAFE, NSI, SSAIB | 4.9 (77) | 23 | Hiring | Prospect |
| Installer 123 | Newport · 11.46 miles | CCTV, Fire | BAFE, NSI, SSAIB | 3.4 (212) | 47 | Hiring | Prospect |
| Installer 113 | Cardiff · 12.98 miles | CCTV, Fire, Intruder | NSI, SSAIB | 4.6 (173) | 19 | No | Prospect |
| Installer 122 | Newport · 14.85 miles | CCTV, Fire, Intruder | NSI | 3.9 (239) | 36 | Hiring | Prospect |
Long Lever
Intelligence 360
07
Action plan
A structured recovery plan is required to address the decline in order volume and potential service dissatisfaction. The following actions focus on re-engaging the procurement lead and aligning our support with the identified operational pain points.
Immediate outreach required to address the -47.49 per cent revenue decline.
Focus on service-tracker modules to improve the 3.1 star Google rating.
Targeted intervention for the 106-day order drought.
| Action | Owner | Timescale | Impact |
|---|---|---|---|
| Re-engagement call with procurement lead | Regional account manager | Next 14 days | High |
| Present service-tracker module and spares support | Business development | Next 14 days | Medium |
| Conduct site visit to assess local competitive displacement | Regional account manager | Next 30 days | High |
| Develop growth recovery proposal for CCTV category | Category manager | Next 30 days | Medium |
| Review account credit status and trade terms | Finance | Next quarter | Medium |