The Price Realization Agent tracks price compliance against a defined reference price and highlights cases where realized prices are off target. It computes price realization at product and customer levels and identifies targets for corrective actions such as price updates, discount tightening, or sales coaching.
List of Required Fields
The following table lists the set of transaction fields required for the Price Realization Agent to compute its metrics and detection rules. Ensure these fields or equivalent are available and consistently populated in your source Transaction Datamart before deploying the Agent. Those exact field names are not required, but a similar fields with that data is required.
|
Name |
Label |
Description |
|---|---|---|
|
CustomerId |
Customer Id |
A unique identifier for the customer account. |
|
CustomerName |
Customer Name |
The display name of the customer account. |
|
InvoicePrice |
Invoice Price |
The price actually charged to the customer on the invoice. The realized transaction price. |
|
LocalListPrice |
Local List Price |
The standard list price applicable in the customer's local market, before any discounts or adjustments. |
|
PricingDate |
Pricing Date |
The date on which the transaction or pricing event occurred. |
|
ProductId |
Product Id |
A unique identifier for the product or SKU. |
|
ProductName |
Product Name |
The display name of the product or SKU. |
|
Quantity |
Quantity |
The number of units sold or transacted in the given period. |
|
Region |
Region |
The geographic region associated with the customer or transaction, used for regional variance and benchmarking analysis. |
Definition
Series 1 (Customer Price by Region)
|
Item |
Value |
Description |
|---|---|---|
|
Data Label |
Customer Price by Region |
Sets a label (name) of the Series1 data series (data set). Data label can be freely customized and renamed according to your preferences. |
|
Data Source |
[DM] Standard Sales Data (Standard_Sales_Data) |
Selected Transaction Datamart. For more information see Required Customer Data. |
|
Currency |
USD |
Defines which currency the money data will be converted into. |
Group By
|
Group By |
Level |
|---|---|
|
Region |
Level 1 |
|
Customer Id |
Level 2 |
|
Customer Name |
Level 3 |
|
Product Id |
Level 4 |
|
Product Name |
Level 5 |
The specific field names may vary depending on the set of fields in your source Transaction Datamart. The selected fields will be utilized to establish the grouping hierarchy in the Summary Table of the Current Period Series. For additional information about grouping, see the Group section
Measures
|
Measure |
Label |
Aggregation |
Name |
Description |
|---|---|---|---|---|
|
Invoice Price |
Current Revenue |
∑ |
TotalRevenue |
The aggregated sum of invoice price for all included transactions. |
|
Quantity |
Quantity |
∑ |
Quantity |
The aggregated sum of quantity for all included transactions. |
|
Invoice Price |
Current Price |
{ } |
CurrentPrice |
The average unit price. Sum of invoice price divided by sum of quantity. For more information see Current Price. |
The specific measures may vary depending on the set of fields in your source Transaction Datamart.
Filters
Filters are criteria applied to transactional data to ensure only valid records are analyzed, commonly excluding zero-value transactions and constraining invoice dates using relative ranges computed from a configurable anchor date, specified as N months ago.
Example
Pricing Date between (inclusive) custom N months ago 3 (8/21/2025) AND custom Today (11/21/2025)
Summary Table
|
Region |
Customer Id |
Customer Name |
Product Id |
Product Name |
Current Revenue |
Quantity |
Current Price |
|
Arizona |
CID-0003 |
Stanley Linda CPA US Ship-to AZ |
A9N17518 |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
3783.394561 |
101 |
37.45935209 |
|
Austria |
CID-0029 |
Pricefx AG AU Sold-to QLD |
BR1200S-JP |
APC RS1200VA Sinewave Battery Backup 100V |
6578.915956 |
31 |
212.2230954 |
|
Barcelona |
CID-0094 |
Laredo Corporation Barcelona |
A9N17518 |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
1218.315617 |
28 |
43.51127205 |
-
Region – The top-level grouping dimension selected in the Group By definition. Rows are organized by Region.
-
Customer Id – The Customer Id used as the next grouping level within the table hierarchy.
-
Customer Name – The Customer Name used as the next grouping level within the table hierarchy.
-
Product Id – The Product Id used as the fourth grouping level within the table hierarchy.
-
Product Name – The Product Name is the last level of grouping dimension.
-
Current Revenue – The aggregated sum of invoice price for all included transactions.
-
Quantity – The aggregated sum of quantity for all included transactions.
-
Current Price – The average unit price. Sum of invoice price divided by sum of quantity.
Series 2 (Product List Prices by Region)
|
Item |
Value |
Description |
|---|---|---|
|
Data Label |
Product List Prices by Region |
Sets a label (name) of the Series2 data series (data set). Data label can be freely customized and renamed according to your preferences. |
|
Data Source |
[DM] Standard Sales Data (Standard_Sales_Data) |
Selected Transaction Datamart. For more information see Required Customer Data. |
|
Currency |
USD |
Defines which currency the money data will be converted into. |
Group By
|
Group By |
Level |
|---|---|
|
Region |
Level 1 |
|
Product Id |
Level 2 |
|
Product Name |
Level 3 |
Measures
|
Measure |
Label |
Aggregation |
Name |
Description |
|---|---|---|---|---|
|
Local List Price |
Current Local List Price |
{ } |
CurrentListPrice |
The weighted average unit price over the selected period, computed from the sum of local list prices divided by the sum of quantities. For more information see Current List Price. |
Filters
Filters are criteria applied to transactional data to ensure only valid records are analyzed, commonly excluding zero-value transactions and constraining invoice dates using relative ranges computed from a configurable anchor date, specified as N months ago.
Example
Pricing Date between (inclusive) custom N months ago 3 (8/21/2025) AND custom Today (11/21/2025)
Summary Table
|
Region |
Product Id |
Product Name |
Current Local List Price |
|
Arizona |
A9N17518 |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
57.45545901 |
|
Austria |
BR1200S-JP |
APC RS1200VA Sinewave Battery Backup 100V |
280.832937 |
|
Barcelona |
A9N17518 |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
65.65078 |
-
Region – The top-level grouping dimension selected in the Group By definition. Rows are organized by Region.
-
Product Id – The Product Id used as the next grouping level within the table hierarchy.
-
Product Name – The Product Name used as the next grouping level within the table hierarchy.
-
Current Local List Price – The weighted average unit cost over the selected period, computed as total cost divided by total quantity.
Join Series (Join Series)
|
Item |
Value |
Description |
|---|---|---|
|
Data Label |
Join Series |
Sets a label (name) of the Join Series data series (data set). Data label can be freely customized and renamed according to your preferences. |
Definition
Set up the relationship between the series by mapping the matching data columns/dimensions that you would like to include in the definition.
|
Series |
Dimension |
Series |
Dimension |
|---|---|---|---|
|
Customer Price by Region |
Region |
Product List Prices by Region |
Region |
|
Product List Prices by Region |
Product Id |
Product List Prices by Region |
Product Id |
Measures
|
Label |
Description |
|---|---|
|
Price Realization Rate |
he ratio of the realized customer price to the corresponding list price for the same region, indicating how closely transactions align to list. For more information see Price Realization Rate. |
|
Current Price |
The average unit price. Sum of invoice price divided by sum of quantity. For more information see Current Price. |
|
Product List Price |
The weighted average unit price over the selected period, computed from the sum of local list prices divided by the sum of quantities. For more information see Current List Price. |
|
Recommended Price |
A target price set halfway between the current price and the regional list price, rounded to two decimal places to reflect currency precision. For more information see Recommended Price. |
|
Revenue Uplift |
The incremental revenue at current volume from moving to the Recommended Price, calculated as recommended price times quantity minus current total revenue. For more information see Revenue Uplift. |
|
Revenue Uplift (pp) |
The percentage change in revenue relative to current revenue from moving to the Recommended Price at current volume, expressed as percent points. For more information see Revenue Uplift (pp). |
Summary Table
|
Region [Customer Price by Region] |
Customer Id [Customer Price by Region] |
Customer Name [Customer Price by Region] |
Product Id [Customer Price by Region] |
Product Name [Customer Price by Region] |
Product Name [Product List Prices by Region] |
Price Realization Rate |
Current Price |
Product List Price |
Recommended Price |
Revenue Uplift |
Revenue Uplift (pp) |
|
Arizona |
CID-0003 |
Stanley Linda CPA US Ship-to AZ |
A9N17518 |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
0.651972027 |
37.46 |
57.46 |
47.46 |
1009.8034 |
26.69040681 |
|
Austria |
CID-0029 |
Pricefx AG AU Sold-to QLD |
BR1200S-JP |
APC RS1200VA Sinewave Battery Backup 100V |
APC RS1200VA Sinewave Battery Backup 100V |
0.755691614 |
212.22 |
280.83 |
246.53 |
1063.452545 |
16.16455587 |
|
Barcelona |
CID-0094 |
Laredo Corporation Barcelona |
A9N17518 |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve |
0.662768547 |
43.51 |
65.65 |
54.58 |
309.9531113 |
25.44111779 |
Detection Rules
Detection Rules defines the Agent’s alert conditions and includes scheduling. When conditions are met, actions are triggered during the next Agent run.
Example
|
Series |
Rules |
|---|---|
|
Join Series (Join Series) |
|
Schedule
Set the preferred start date and frequency that you want the Agent to run.
Action Definition
Notifications assigned to specific users (The assignment must be made to a genuine system user). For more information see Action Definition.
Example
|
Summary |
Description |
Due Date |
Assign to |
|---|---|---|---|
|
Low Price Realization Detected |
The customer listed below presents an opportunity for Price Review, please check the listed products and make the necessary adjustments. |
in 12 months |
|
Impact Calculation
You can define specific metrics to compute the foreseen impact of the actions. Please only use total absolute value (and not relative values) as those metrics will be aggregated.
Impact Definition
|
Measure |
Impact Type |
Realization Rate (%) |
Order |
|---|---|---|---|
|
Revenue Uplift |
Revenue |
50 |
1 |
Summary
Review the setup of the Agent, here you can see all the set parameters in one place.
If you are happy with the setup, click Submit for Approval. Once the Agent is approved, it becomes active and starts monitoring your data based on the schedule.
Review the final results in the Summary step.