Which customers are buying less, and why?
Every trade account’s momentum, the categories that moved, and the likely causes behind a drop — before it shows up in the monthly numbers.
Fictitious example · real buildThis is what your own commercial intelligence platform could look like.
A layer above the ERP and the trade website that joins up what you already hold — across roughly 40,000 products, more than 300 brands and your national trade base — explains what it means, and turns it into actions and board-quality reporting. It never replaces the systems you run today.
What it answers
Three questions, every month
Which customers could buy more ranges?
Installers buying CCTV from you but access control or fire elsewhere, ranked by how much gross profit is realistically on the table.
Which products and customers drive profit?
Gross profit by category, brand and account, with slow-moving stock and the cash tied up in it made visible.
Where it sits
A layer above your systems of record — not a replacement for them
the ERP
ERP · products, pricing, stock, customer accounts
Your trade website
Trade website · orders, catalogue, installer portal
the existing integration layer
Existing integration layer between the two
Systems of record · unchanged · read-only access only
Long Lever Intelligence 360
Joins the data, explains the movement, and turns it into actions.
Actions & board reporting
Account reviews, campaign targets, stock actions, monthly board pack.
What’s inside
Eighteen places to start
Business briefing
One page each morning: the verdict, five numbers, what is going well and badly, and the three things to do this week.
Weekly report
What moved this week, the cause, the pounds it is worth and the evidence — written up and independently challenged.
Today’s actions
The ranked list of what to do today, with the value at stake and the evidence behind every call.
Website signals
Baskets, quotes and searches on the trade site that never show up in an ERP report.
Basket gaps
What each installer buys elsewhere, measured against installers of the same size.
Rebate tracker
Supplier tiers, the rebate within reach and the run rate needed to get there.
Decisions and outcomes
Whether the actions taken recovered the trade, scored from the data 21 days later.
Executive overview
Monthly sales, margin, accounts needing attention and the risks that matter.
Buyer 360
Sixty trade accounts with health scores, momentum and an AI account assessment.
AI Commercial Advisor
Ask a management question — calculated figures first, then two AI perspectives.
Board Report Studio
Print-ready board packs, account reviews, category and stock reviews.
Supplier price rise
Read a supplier’s letter, price the increase across the affected ranges, and model the three routes.
Retro planner
Size every account’s spend with all suppliers, set a personal target, and model the cost of the scheme against the growth it should win.
Share of wallet
Split each installer’s spend by how they buy — urgent, planned, service and van stock — and pair every mode with the offer that wins it.
Partner report
The quarterly pack for a manufacturer: sell-through, the installers buying, availability, website demand and campaign results.
How this becomes real
What it would take to connect the ERP and the trade website, and a six to eight week pilot.
What’s possible in production
The capabilities the same foundation reaches once it is connected to live systems, and what each needs.
Discovery questionnaire
Four questions, then a tailored one-page pilot plan you can download.
Take the guided tour
Four scenarios drawn from the demonstration data: a loyal installer whose CCTV orders have dropped, a manufacturer range with rising demand, slow-moving stock tying up cash, and a monthly board review being produced.