Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Hi team -

I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot, rather than based on "Current" opportunity data.

Requirements:

1. Dynamic Snapshot Filtering (R4Q):

   • I need to apply a Rolling 4 Quarters filter to each individual snapshot.

   • Logic: When looking at a snapshot from 6 months ago, the graph should only display opportunities that had a Close Date within the R4Q window relative to that specific date.

2. Point-in-Time Grouping (Custom Buckets):

   • I need to group "Sales Stages" into 2 or 3 specific custom categories (e.g., Qualified vs. Unqualified).

   • This grouping must reflect the stage the opportunity was in at the time of the snapshot.

3. Visualization:

   • A Stacked Bar or Area Chart showing the pipeline trend month-over-month or quarter-over-quarter.

Is this currently achievable? If so, can you guide me on whether this requires a specific "Trend" widget configuration or a custom Calculated Field?

Thank you in advance!