Skip to main content
A snapshot is how you keep a record of where your numbers stood on a given day. Taking one each week turns your forecast from a single moving number into a trail you can look back along — which is what lets you answer “what changed since last time, and why?” For what a snapshot is and what it stores, see Portolan; this page is how you use them.

​
Taking a snapshot

The Snapshots area has a tab for each kind — ARR, Pipeline, and Renewals — plus an Overview and a Comparisons tab. Open the tab you want to capture, give the snapshot a label (and a note on why you’re taking it), and capture it. It’s saved with a version number and a timestamp, so nothing you capture ever overwrites what came before. You don’t have to come to this screen to do it. When you run your weekly renewal call, the Lock Snapshot button on the Call Sheet captures an ARR snapshot at the end of the call — the same record, taken at the moment your judgment is freshest. (See renewal review.)

​
A simple weekly habit

The value compounds when it’s regular. A workable rhythm:
  1. Make your updates for the week — promote pipeline, confirm new contracts, make your renewal calls.
  2. Capture a snapshot of the view that matters that week — usually ARR, sometimes Renewals or Pipeline before a specific review.
  3. Label it consistently (a date or a week number works) so the history reads cleanly later.
Done weekly, you build a continuous record with almost no effort.

​
Comparing two snapshots

Comparing is where snapshots earn their keep. On the ARR, Pipeline, or Renewals tab, use Compare to pick two snapshots. HarborOS shows you exactly what moved between them — the change in total ARR, in active contracts, and the named customers behind it: who expanded, who contracted, and how the renewal book shifted across the next 30, 60, 90, and 180 days. A comparison can be saved as its own frozen record, so a “what moved this quarter” diff is something you can revisit and hand to someone else, not something you rebuild each time.

​
Sharing

Both snapshots and saved comparisons can be shared through a private link — a fixed view someone can open without an account. It’s how you give a board or an investor a clean point-in-time picture while your live numbers keep moving underneath. (More on sharing for meetings in board preparation.)