Tromml Report Studio · Demo

Same reps. Same month.
Different notes.

Beacon Ridge Sales Group runs six reps for Merrick Fastener Group across the Great Lakes and Ohio Valley. Below is the same May 2026 vendor report — the one the agency sends its manufacturer — built two ways: once from standard CRM inputs (the 10–20-word one-liners reps actually type), and once from what they say out loud between stops with Minecart capturing it. The analysis is only as good as the capture — and so is what you can hand the vendor afterward.

Version 1 · Standard CRM Inputs
Typed at the end of the day
One-liners like "Stopped by. Saw Gary. All good." The report finds real signals — but it can't confirm scope, size an opportunity, or measure a goal, and the month ends with open questions.
34Notes
14Accounts
10–20Words / note
Open the report → Version 2 · With Minecart
Spoken in the field
Voice capture between stops. 5x the notes at 40–100 words each — enough to quantify a quality issue, track campaign feedback and real opportunities ($186K pipeline), show traction against Q2 goals, and export target lists Merrick can act on.
168Notes
22Accounts
40–100Words / note
Open the report →
What to look for

The hidden quality issue. Pro Series head stud kit MPS-2043 started arriving with a flaking finish this spring. In the standard-CRM report it's four vague mentions — "a possible signal, needs confirmation." In the Minecart report it's 21 mentions across 11 accounts, a packaging-change root cause, and 9 documented cases of counter staff quietly handing customers a competitor's kit instead of filing a warranty claim. Merrick's HQ would never see this — no claims were ever filed.

The name customers actually use. FoundryLine is the 2018 rebrand of Duncan Bolt & Stud — and old-timers still ask for "Duncans." Newer counter staff don't know the lineage and turn the sale away. Nine notes catch it happening; one counter card fixes it. In the standard-CRM version the entire signal is one stray line: "guy asking about duncan?"

Opportunities and traction, not just activity. The Minecart report tracks 7 real opportunities logged from field notes — $186K in annualized pipeline with stages and next steps — and shows traction against the Q2 goals agreed with Merrick (touches, displays, new-line adds) as progress bars. Campaign feedback comes back verbatim: display placement at 16 of 22 counters, and a rebate misunderstanding suppressing wholesale redemptions at 6 of them.

Exportable, not just readable. Three downloadable CSVs ship with the report — a Pro Series expansion target list, a win-back list for the quality-affected accounts, and the opportunity pipeline — ready to hand to Merrick for co-op and sample targeting. The standard-CRM report has to say what no agency wants to say: "we don't have the signal depth to build one."

Also in this demo · The Blitz Report
What the distributor gets
Beacon Ridge rode with two Auto Parts Distributors Inc. reps for 2.5 days — 28 visits to APD's own customers, pushing Merrick plus two other lines in the book, everything on APD's paper. The report back: $9,840 in blitz-week orders, 7 displays placed, 14 owner-assigned follow-ups, stocking gaps at APD's DC, and installer-level intel their reps couldn't have captured alone. It's the answer to "why should we give you our reps' time?"
28Visits · 2.5 days
$9.8KOrders via APD
14Follow-ups handed off
4DC stocking gaps
Open the blitz report →
Try it Open either report and hit “✎ Edit report” in the bottom-right corner — click any text to rewrite it, hover a section to remove or reorder it, then Reset. This is the Report Studio review flow: the agency edits, approves, and sends; the vendor gets the polished version.