2026 · 04 · 08

Renewals and pipeline snapshots

Point-in-time records for renewal posture and pipeline. Snapshots are frozen — comparisons run against captured payloads, never live tables.

Portolan ARR snapshots have shipped before. This release extends the snapshot system to two more layers of the forecast: renewals and pipeline. Each layer can be snapshotted independently. Comparisons operate on the frozen payloads, so a six-week-old snapshot reconstructs exactly what you believed six weeks ago — no drift from live data.

Added
  • Renewals snapshots — total renewal ARR and forecast captured at the moment of commit. Frozen, comparable, exportable.
  • Pipeline snapshots — weighted pipeline and per-stage breakdown captured at commit.
  • Snapshot comparison — diff any two snapshots' frozen payloads. Variance lineage by contract, not by aggregate.
  • Shareable versioned ARR snapshots — share a snapshot via a scoped, revocable link. Token grants narrow read access to one record only.
Security
  • Snapshot deletion writes an audit event before the hard delete, so the trail survives even if the record doesn't.