> ## Documentation Index
> Fetch the complete documentation index at: https://docs.harboros.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Saving and comparing snapshots

> Capture where things stand each week, then compare any two to see exactly what moved.

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](/concepts/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](/workflows/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](/get-started/glossary), in active contracts, and the named customers behind it: who [expanded](/get-started/glossary), who [contracted](/get-started/glossary), 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](/workflows/board-preparation).)