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Embroidery CRM
📈 Part of OS 360 Pro

Embroidery Shop Analytics and Forecasts

Know whether this month is better than last year, what next month will probably bring, and where the shop is going.

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Key facts
Last updatedNovember 13, 2026
ProductOS 360 Pro, embroidery business CRM and shop management software
PriceFirst month free, then $49.99/month + tax
Free plan5 free AI calculations per month, then $2.00 each
Runs inAny web browser; can be installed as an app on desktop or phone
Made by360 Digitizing Solutions
What It Does

Numbers From Your Own History

Analytics in OS 360 Pro builds a business performance report from your orders and invoices: total revenue, the last 12 months, the annual shift, this month, a year-over-year comparison of each month, revenue expected from pending work and a forecast for next month. Predictions adds order forecasting and seasonal trends, and AI Insights summarises what stands out.

  • Business performance report: total, last 12 months, annual shift, this month
  • Year-over-year comparison month by month
  • Expected revenue from pending work and a next-month forecast
  • Predictions: revenue and order forecasts, seasonal trends
  • AI Insights summarising your shop data
OS 360 Pro financial overview with monthly revenue and expenses

What You See in Analytics

Each part of the screen, what it does and why it is worth having.

Business Performance Report

Total revenue, last 12 months, annual shift and this month.

Your headline numbers on one screen.
Year-over-year month comparison

Each month against the same month last year.

Seasonal shops finally get a fair comparison.
Expected revenue from pending

Money already on its way from open work.

You see next month before it arrives.
Next-month forecast

A forecast from your own history.

Plan staff, stock and cash ahead.
Predictions

Revenue and order forecasting with seasonal trends.

The busy season is planned, not survived.
AI Insights

Plain-language notes on what stands out in your data.

You do not need to read every chart.

How It Works, Step by Step

  1. Run the shop in OS 360 ProJobs and invoices feed the reports.
  2. Import historyBring in past invoices so the comparison has a year to compare with.
  3. Open AnalyticsRead this month against last year.
  4. Check the forecastLook at expected and forecast revenue.
  5. Read AI InsightsSee what the summary points out and act on it.
Inside OS 360 ProAccounting overview with revenue and net profit
Revenue and profit feed the analytics.

In a Real Shop

A quiet October

Example: October looks slow, but the year-over-year view shows it was slow last year too and November was the biggest month. You keep staff on and order blanks early instead of cutting back.

Good to Know

What this does not do, and what needs the Pro plan.

  • Forecasts are estimates from your own history, not guarantees.
  • Analytics is a Pro feature.

The Problem This Solves

Busy is not the same as growing

Comparing each month with the same month last year shows the real trend.

The slow season surprises you

Seasonal trends show it coming, so you plan staff and stock.

Too many numbers

AI Insights picks out what matters in plain words.

Run Your Whole Embroidery Shop From One Dashboard

First month free, then $49.99/month + tax. The free plan includes 5 free AI calculations a month.

Create your free account

Every OS 360 Pro Feature

The closest matches first, then everything else in the platform.

📊Accounting & ReportsRevenue, expenses, profit and loss, balance sheet and a tax center, with CSV export.→👥Embroidery CRMEvery customer with orders, lifetime value, churn risk and segment, plus your business inbox inside the app.→💳Invoicing & Pay LinksSend invoices with an online pay link and QR code, and let automatic reminders chase late payments.→🧮Embroidery Pricing CalculatorPrice any job from stitch count: thread, backing, labor, machine time and a recommended price at your margin.→📝Quotes & EstimatesTrack every quote, see your conversion rate, send a reminder and turn an accepted quote into a job.→📦Order & Job ManagementCreate jobs from templates, brand the PO, pick placements and move each job through clear statuses.→🏭Production FloorA Kanban-style floor for embroidery and screen print, with a station view for each machine.→✅Proof & Order ApprovalCustomers approve proofs and samples from a link; signatures and timestamps are stored on the job.→🧵Inventory & Purchase OrdersThread, backing, needles and blanks with minimums, locations, low-stock and predicted reorder alerts.→🎨Mockup GeneratorCreate a garment mockup from your artwork, opened straight from the job.→🖨️Screen PrintingA Screen Printing Calculator with spoilage, and a screen print production floor next to embroidery.→🧵Digitizing OrdersOrder digitizing and vector from us in the same account, with design edits and revisions tracked.→📥Import & SwitchingBring customers and invoices from CSV, Printavo, DecoNetwork, InkSoft, QuickBooks or Xero exports.→📬MailboxYour business inbox inside OS 360 Pro: sync, search, reply and archive next to your customers.→✉️Email ComposerWrite or AI-draft customer emails in the right tone and send them from your own address.→🧾ExpensesPhotograph a receipt, let it be read for you, and see spending by category.→💰RevenueTotal, completed and pending revenue, net profit and paid, pending and overdue invoices.→💡AI InsightsPlain-language notes on what stands out in your revenue, orders and stock.→🔮PredictionsForecast revenue, orders and new customers for the next 7, 30 or 90 days or the next year.→📑Purchase Orders & VendorsRaise purchase orders, track what is still to arrive, and keep vendor terms on record.→🧑‍🏭StaffTeam members with roles, hourly or per-design rates and skills, plus a performance report.→✍️Contracts & SignaturesSend an order for signature and keep the signed proof with a timestamp.→🖼️PortfolioA public profile page that shows your work, services and customer reviews.→🏠Embroidery Business CRM overviewSee how every part of OS 360 Pro fits together.→

FAQs

Where does the forecast come from?

From your own order and invoice history in OS 360 Pro. The more history you have, the more useful it is.

Is analytics part of the free plan?

Analytics is a Pro feature. Free accounts see sample data.

See It Working in Your Shop

First month free, then $49.99/month + tax. Free plan available.

Create your free account
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