Snapshots allow you to record such information as number of employees, obstacles, and revenues of a business at any given point in time. Capturing multiple snapshots over time provides information on trends and can greatly increase your organization’s ability to measure the economic impact of your programs and services over time.  

Tip: It is essential that you familiarize yourself with the data fields available in snapshots and define your organization’s procedures by addressing the following questions:

  • Will a Snapshot be recorded upon initial client contact to establish a baseline from which to judge future progress?  
  • On what frequency will you collect additional Snapshots?
  • What information will collect, and when?  
  • What knowledge or insight do you wish to gain by collecting Snapshots? Will the information be used for demonstrating economic impact to your funders, for research purposes, or for developing new programs and services, or for some combination of these?  

To record a Snapshot, click on the Snapshot Tab in the top nav bar.

Snapshots Tab


The Client Snapshot screen will appear.

The Common Snapshot page lists some of the more common metrics used to track business growth.

Snapshots Screen

Note: The above image is a SAMPLE. Snapshot fields that are visible or hidden are customized for each SourceLink affiliate. 

Snapshot Type: Snapshots can be categorized as follows:

  • Baseline: To identify how the business was doing (or how “big” they were) when they first came to your office for business assistance
  • Quarterly: Some organizations want to capture metrics quarterly vs. annually
  • Annual: To differentiate yearly snapshots from quarterly. Recommended for tracking Gross Revenue/Sales.
  • Ongoing: Can be used for capturing “real time” updates on the client
  • Projected: Some organizations want to capture goals set for their clients, such as the addition of X number of employees or increases in revenue.
  • Release: Does not apply to most SourceLink users.

Full Time Employees/Part Time Employees: The owner should be included in one of the two totals.

Year Ending and Month Ending: As some companies use fiscal years instead of calendar years, these two fields allow you to capture snapshot information related to the client’s fiscal year.

Tip: The BA420 Report calculates Jobs Created and Jobs Saved by comparing Full Time Employees and Part Time Employees entered into Snapshots over time.

Business Stage: The dropdown list of business stages can be customized. With proper permission set, site administrators can go to Setup>Field, List and Tag Setup>Business Stages. Caution: Changing business stage list may skew previously collected data.

Several of these fields can be captured in Surveys and then automatically recorded as a Snapshot. Go to Creating Surveys for more information.


The Capital Tab of the Client Snapshot captures information specific to the business’ current funding sources, while providing specific detail regarding the sources of capital and categorizing reasons why capital may have been rejected.

Click on Capital in the top nav bar. The Sources of Capital Snapshot screen will appear.

Sources of Capital Snapshot Screen


The Snapshot Capital screen will appear.

Snapshot Capital Screen

Sources of Capital are divided into four types, with corresponding sources for each.


  • SBA
  • Non SBA Loan
  • Microloan
  • Friend or Family
  • Personal Bank Loan
  • Commercial Bank Loan
  • Self

Equity Investment

  • Venture Capital
  • Angel Investment
  • Friend or Family
  • Self


  • Friend or Family
  • Self


  • Private
  • Public
  • Local
  • State
  • Federal

Choose the appropriate type and source from the drop down menus, enter the amount and click Save.

Capital Requested but Rejected variables include: Business Plan, Lack of Collateral, Lack of Credit, and Other.


As the name implies, the Miscellaneous Tab of the Client Snapshot captures a variety of information on the business.

Click on Misc in the top nav bar. The Miscellaneous Snapshot screen will appear.

Miscellaneous Snapshot Screen

SBA Exporting

The SBA requires specific information about exporting to be collected. The SBA Tab of the Client Snapshot provides a place to record that information.

SBA Tab of Client Snapshot

Click on SBA in the top nav bar. The SBA Snapshot screen will appear.

Tip: When you add snapshots after the first one, demographic data (from the left side of the screen) will be copied from the previous snapshot. The type of Snapshot automatically changes to “ongoing.”

Snapshot Type

You can edit or delete a Snapshot by clicking the appropriate choice under Options.

Edit (Open) or Delete Under Options
Updated on May 1, 2024
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