Pipeline Snapshot captures a historical view of your sales pipeline at specific points in time. It shows the amount, stage, and count of deals that were in your pipeline on any given day—allowing you to analyze how your pipeline is trending over time.

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Why do snapshots matter?

Your CRM shows today’s pipeline, but that’s just a snapshot in the moment. What if you want to know how your pipeline has changed? Or if your team is consistently improving?

Pipeline Snapshots give you that historical lens. Use it to:

• Track pipeline growth and stage progression over time
• Understand how pipeline changes are tied to performance
• Audit pipeline hygiene and forecast accuracy
• Stay aligned across sales, ops, and finance on what’s happening and why

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How do snapshots work?

Pipeline Snapshots allow you to track how your pipeline has changed across time and view exactly what it looked like in any previous period. Break down your pipeline by stage, segment, or rep, and analyze both amount and number of deals historically.

Each snapshot captures:

• The historical amount at a point in time
• The stage each deal was in during that period
• The number of deals in the pipeline
• The weighted pipeline, if applicable

Pipeline Snapshot focuses on what your pipeline was, not what it is now—so you can spot trends, audit changes, and get ahead of surprises.

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What can I use snapshots for?

• Pipeline Trend Analysis: Compare pipeline week-over-week or quarter-over-quarter to spot growth or attrition
• Stage Distribution: See how deals move across stages and where they tend to stall
• Historical Forecasting: Align your past pipeline snapshots with actual results to improve future forecast accuracy
• Segment Performance: Track pipeline generation across segments, products, or reps