Cost Pass-Through Agent (Reference) | Pricefx Knowledge Base

The Cost Pass-Through Agent automatically detects where prices lag cost changes and prioritizes the biggest
recovery opportunities. Computes cost pass-through rate calculation between time periods and highlight too low value. Targeting to recover the same margin rate.

List of Required Fields

The following table lists the set of transaction fields required for the Cost Pass‑Through 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
BaseQty	Base Quantity	The quantity used as a reference for volume-based pricing or rebate calculations.
CalculatedRebate	Calculated Rebate	The rebate amount computed for a customer based on volume, agreements, or pricing rules. Reduces effective margin when not accounted for in the price.
CustomerId	Customer Id	A unique identifier for the customer account.
CustomerName	Customer Name	The display name of the customer account.
CustomerGroup	Customer Group	A broader grouping of customers, typically reflecting corporate hierarchy or regional alignment.
GrossMargin	Gross Margin	The absolute margin in value terms (Revenue minus Cost of Goods Sold), before overhead allocation.
InvoicePrice	Invoice Price	The price actually charged to the customer on the invoice. The realized transaction price.
PricingDate	Pricing Date	The date on which the transaction or pricing event occurred.
ProductGroup	Product Group	A category grouping products by type, business line, or market segment.
Quantity	Quantity	The number of units sold or transacted in the given period.

Periods

Definition

Series 1 (Current Period)

Item	Value	Description
Data Label	Current Period	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] Transactions (Transactions)	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
Product ID	Level 1
Product Name	Level 2
customerId	Level 3
Name	Level 4

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 Series 1 Period. For additional information about grouping, see the Group section.

Measures

Measure	Label	Aggregation	Name	Description
Invoice Price	Current Revenue	∑	CurrentRevenue	The aggregated sum of invoice price for all included transactions.
Cost	Current Cost	∑	CurrentCost	The aggregated sum of costs for all included transactions.
Margin	Current Margin	∑	CurrentMargin	The difference between the realized price and the cost.
Quantity	Current Quantity	∑	CurrentQuantity	The aggregated sum of quantity for all included transactions.
Margin	Current Margin %	{ }	CurrentMarginRate	The weighted current gross margin percentage. Total margin divided by total revenue. For more information see Current Margin Rate.
Net Price	Current Price	{ }	CurrentPrice	The weighted average unit price in the current period. Sum of invoice price divided by sum of quantity. For more information see Current Price.
Cost	Current Cost Per Unit	{ }	CurrentCostPerUnit	The weighted average unit cost in the current period. Per‑unit cost derived by dividing the cost by quantity. For more information see Current Cost Per Unit.

The specific measures may vary depending on the set of fields in your source Transaction Datamart.

Filters

Records are filtered to include only those with an Invoice Date within a specific date threshold, specified as N months ago in a designated anchor date. Filter also implements the standard requirement to exclude records with zero pricing and zero quantities so that only valid sales transactions are included.

Example

Invoice Date >= custom N days ago 30 (01/09/2025) AND Invoice Price > 0.01 AND Quantity > 0.01

Summary Table

Product ID	Product Name	customerId	Name	Current Revenue	Current Cost	Current Margin	Current Quantity	Current Margin %	Current Price	Current Cost Per Unit
DSTI-0001	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	D-0035	Procter & Gamble	18584.63684	13542.89928	5041.737568	338	0.271285235	54.98413267	40.06774933
DSTI-0002	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	D-0035	Procter & Gamble	6493.080586	4479.418766	2013.66182	756	0.310124261	8.588730934	5.925157098

Product ID – The top-level grouping dimension selected in the Group By definition. Rows are organized by product identification.
Product Name – The product name used as the next grouping level within the table hierarchy.
customerId – The customer identifier level that further specifies each grouped row.
Name – The customer name level that further specifies each grouped row.
Current Revenue – The aggregated sum of invoice price for all included transactions.
Current Cost – The aggregated sum of costs for all included transactions.
Current Margin – The difference between the realized price and the cost.
Current Quantity – The aggregated sum of quantity for all included transactions.
Current Margin % – The weighted current gross margin percentage. Total margin divided by total revenue.
Current Price – The weighted average unit price in the current period. Sum of invoice price divided by sum of quantity.
Current Cost Per Unit – The weighted average unit cost in the current period. Per‑unit cost derived by dividing the cost by quantity.

The specific field names can vary by the source Transaction Datamart. The selected Group By fields define the table’s grouping hierarchy, while the measures determine which aggregated metrics appear as columns.

Series 2 (Previous Period)

Item	Value	Description
Data Label	Previous Period	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] Transactions (Transactions)	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
Product ID	Level 1
Product Name	Level 2
customerId	Level 3
Name	Level 4

Measures

Measure	Label	Aggregation	Name	Description
Invoice Price	Previous Revenue	∑	PreviousRevenue	The aggregated sum of invoice price for all included transactions.
Cost	Previous Cost	∑	PreviousCost	The aggregated sum of costs for all included transactions.
Margin	Previous Margin	∑	PreviousMargin	The difference between the realized price and the cost.
Quantity	Previous Quantity	∑	PreviousQuantity	The aggregated sum of quantity for all included transactions.
Margin	Previous Margin %	{ }	PreviousMarginRate	The weighted gross margin percentage in the previous period. Previous total margin divided by previous total revenue. For more information see Previous Margin Rate.
Net Price	Previous Price	{ }	PreviousPrice	The weighted average unit price in the previous period. Sum of invoice price divided by sum of quantity for previous period. For more information see Previous Price.
Cost	Previous Cost Per Unit	{ }	PreviousCostPerUnit	The weighted average unit cost in the previous period. Per‑unit cost derived by dividing the cost by quantity. For more information see Previous Cost Per Unit.

Filters

Records are filtered to include only those with an Invoice Date within a specific date threshold, specified as N months ago in a designated anchor dates. Filter also implements the standard requirement to exclude records with zero pricing and zero quantities so that only valid sales transactions are included.

Example

Invoice Date between custom N days ago 60 (02/08/2025) AND custom N days ago 31 (31/08/2025) AND Invoice Price > 0.01 AND Quantity > 0.01

Summary Table

Product ID	Product Name	customerId	Name	Previous Revenue	Previous Cost	Previous Margin	Previous Quantity	Previous Margin %	Previous Price	Previous Cost Per Unit
DSTI-0001	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	D-0035	Procter & Gamble	7964.248533	5596.313735	2367.934798	147	0.297320556	54.17856145	38.07016146
DSTI-0002	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	D-0035	Procter & Gamble	1042.187695	735.771531	306.416164	121	0.294012456	8.613121446	6.080756455

Previous Revenue – The aggregated sum of invoice price for all included transactions in the previous period.
Previous Margin % – The weighted gross margin percentage in the previous period.
Previous Price – The average unit price in the previous period.
Previous Cost Per Unit – The average unit cost in the previous period.

Join Series (Join Series)

Item	Value	Description
Data Label	Cost Pass Through Analysis	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
Current Period	Product ID	Previous Period	Product ID
Current Period	customerId	Previous Period	customerId

Measures

Label	Description
Cost Change %	The period-over-period rate of change in the average unit cost, comparing the recent period to the previous period. A positive value indicates that costs increased, a negative value indicates that costs decreased. For more information see Cost Change Rate.
Price Change %	The period-over-period rate of change in the average unit price, comparing the recent period to the previous period. A positive value indicates that prices increased, a negative value indicates that prices decreased. For more information see Price Change Rate.
Cost Pass Through Variance	The difference between the period-over-period rate of change in average unit price and the rate of change in average unit cost. For more information see Cost Pass Through Variance.
Margin Potential	The monetary amount of margin that could be recovered in the current period if the margin rate were restored to the previous period’s margin rate (apply previous margin % to current revenue). For more information see Margin Potential.
Margin Potential (pp)	The margin gap in percentage points between the previous period and the current period, i.e., the target margin‑rate delta to be recovered via pass‑through. For more information see Margin Potential (pp).
Current Price	The weighted average unit price in the Current Period.
Previous Price	The weighted average unit price in the Previous Period.
Current Cost	The aggregated sum of costs for all included transactions for the Current Period.
Previous Cost	The aggregated sum of costs for all included transactions for the Previous Period.
Suggested Price	A recalculated previous period price, adjusted to reflect the change in unit cost from the previous period to the current period. For more information see Suggested Price.
Revenue Uplift	Estimates the additional revenue that could be realized in the current period if the previous period’s price were adjusted proportionally to the change in unit cost, then applied to the current quantity. For more information see Revenue Uplift.

Summary Table

Product ID [Current Period]	Product Name [Current Period]	customerId [Current Period]	Name [Current Period]	Product Name [Previous Period]	Name [Previous Period]	Cost Change %	Price Change %	Cost Pass Through Variance	Previous Cost	Current Cost	Previous Price	Current Price	Suggested Price	Revenue Uplift	Margin Potential	Margin Potential (pp)
DSTI-0001	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	D-0035	Procter & Gamble	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	Procter & Gamble	5.247122142	1.486881898	-0.037602402	38.07016146	40.06774933	54.17856145	54.98413267	57.02137674	688.5884962	688.5884962	0.037051491
DSTI-0002	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	D-0035	Procter & Gamble	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	Procter & Gamble	-2.558881577	-0.28317855	0.02275703	6.080756455	5.925157098	8.613121446	8.588730934	8.392721868	-148.1828535	-148.1828535	-0.022821656

Cost Change % – The period-over-period rate of change in the average unit cost, comparing the recent period to the previous period.
Price Change % – The period-over-period rate of change in the average unit price, comparing the recent period to the previous period.
Cost Pass Through Variance – The ratio of the period-over-period price change to the period-over-period cost change.
Margin Potential – The monetary amount of margin that could be recovered in the current period if the margin rate were restored to the previous period’s margin rate.
Margin Potential (pp) – The margin gap in percentage points between the previous period and the current period, i.e., the target margin‑rate delta to be recovered via pass‑through.

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.

This rule focuses on cases where the cost pass-through variance is small but not zero, ensuring that some cost change is reflected in price, yet not enough to fully recover margin. By highlighting instances with notable margin potential to recover, the rule flags opportunities for organizations to address profitability gaps caused by insufficient price responses to meaningful cost fluctuations.

info Default thresholds are flexible, adjust as necessary.

Example

Series	Rules
Join Series (Cost Pass Through Analysis)	`(Cost Pass Through Variance < 0.01) AND (Cost Change % > 0.1) AND (Cost Pass Through Variance != 0) AND (Margin Potential (pp) > 0.01)`

Schedule

Set the preferred start date and frequency that you want the Agent to run.

Example

Start Date	Period	Interval
01/09/2025 12:56	Day	7

Start Date – The date when the scheduled task will run for the first time.
Period – Period which represents the offset between each run.
Interval – Interval which represents the number of repetitions in a selected period. Allowed characters are 0-9. 0 means one-off 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
Cost Pass Through Gap	Increased costs that not resulted in increased prices Product & customer combination to be checked	in 7 days	`First Name` `Last Name`

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	60	1
Margin Uplift	Profit	50	2

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.