Per Unit Cost Pass-Through Agent (Reference)

Per Unit Cost Pass-Through Agent computes a cost pass‑through rate between recent and prior periods, highlights customers/products with low recovery, and targets recovering the same per‑unit cost increase in price, optionally estimating impact using prior absolute profit per unit.

List of Required Fields

The following table lists the set of transaction fields required for the Per Unit 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
CurrentRevenue	Current Revenue	The revenue generated in the current period, used to measure performance against prior periods.
CustomerId	Customer Id	A unique identifier for the customer account.
CustomerName	Customer Name	The display name of the customer account.
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.
PreviousRevenue	Previous Revenue	Revenue generated in a prior comparable period, used as a baseline for trend and pass-through analysis.
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.
ProjectedMargin	Projected Margin	An estimated future margin based on current cost structures and pricing, used to model the impact of price changes.
Quantity	Quantity	The number of units sold or transacted in the given period.
TotalCosts	Total Costs	The sum of all costs attributable to a transaction or product line, including product cost and associated expenses such as freight.

Definition

Series 1 (Current Period)

Item	Value	Description
Data Label	Current Period	Sets a label (name) of the Series 1 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
ProductId	Level 1
ProductName	Level 2
CustomerId	Level 3
CustomerName	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 Current Period Series. 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 within the Current Period.
Total Costs	Current Cost	∑	CurrentCost	The aggregated sum of costs for all included transactions within the Current Period.
Gross Margin	Current Margin	∑	CurrentMargin	The difference between the realized price and the cost within the Current Period.
Quantity	Current Quantity	∑	CurrentQuantity	The aggregated sum of quantity for all included transactions within the Current Period.
Gross Margin	Current Margin %	{ }	CurrentMarginRate	The weighted current gross margin percentage. Total margin divided by total revenue. For more information see Current Margin Rate.
Invoice Price	Current Price	{ }	CurrentPrice	The average unit price in the current period. Sum of invoice price divided by sum of quantity. For more information see Current Price.
Total Costs	Current Cost Per Unit	{ }	CurrentCostPerUnit	The 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

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.

This rule restricts transactions to those with a pricing date within a recent, configurable time window.
This rule excludes records with negligible or zero invoice price.
This rule excludes records with negligible or zero quantity

Example

Pricing Date >= custom N days ago 30 (9/23/2025) 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	37852.54897	27354.9856	10497.56337	696	0.27732778	54.38584622	39.30314022

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

Series 2 (Previous Period)

Item	Value	Description
Data Label	Previous Period	Sets a label (name) of the Series 2 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
ProductId	Level 1
ProductName	Level 2
CustomerId	Level 3
CustomerName	Level 4

Measures

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

Filters

Restricts transactions to those with a pricing date within a recent, configurable time window, ensuring the analysis focuses on a specific historical period.
Excludes records with negligible or zero invoice price, so only meaningful, billable transactions are considered.
Excludes records with negligible or zero quantity, further ensuring data quality and relevance.

Example

Pricing Date between custom N days ago 60 (8/24/2025) and custom N days ago 31 (9/22/2025) 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	63534.87033	46988.05287	16546.81746	1184	0.260436786	53.66120805	39.68585547

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

Join Series (Cost Pass Through Analysis)

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	Customer Id	Previous Period	Customer Id

Measures

Label	Description
Cost Change Abs	The period-over-period absolute change in average unit cost (current minus previous). For more information see Cost Change Abs.
Price Change Abs	The period-over-period absolute change in average unit price (current minus previous). For more information see Price Change Abs.
Pass Through Ratio	The ratio of the period-over-period price change to the period-over-period cost change. For more information see Pass Through Ratio.
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 Delta (pp)	The period-over-period change in gross margin rate, expressed in percentage points (pp). For more information see Margin Delta (Percentage Points).
Current Price	The average unit price in the current period. Sum of invoice price divided by sum of quantity.
Previous Price	The average unit price in the previous period. Sum of invoice price divided by sum of quantity.
Current Cost	The aggregated sum of costs for all included transactions within the Current Period.
Previous Cost	The aggregated sum of costs for all included transactions within the Previous Period.
Cost Delta	The period-over-period absolute change in average unit cost (current minus previous). For more information see Cost Delta.
Price Delta	The period-over-period absolute change in average unit price (current minus previous). For more information see Price Delta.
Current Quantity	The aggregated sum of quantity for all included transactions within the Current Period.
Revenue Uplift	Estimates the monetary impact resulting from the difference between the change in unit cost and the change in unit price between the current and previous periods. For more information see Revenue Uplift.
Suggested Price	Calculates the sum of the current period’s average unit price and current period’s average unit cost, then subtracts the previous period’s average unit cost. For more information see Suggested Price.

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 Abs

Price Change Abs

Pass Through Ratio

Margin Potential

Margin Delta (pp)

Current Price

Previous Price

Current Cost

Previous Cost

Cost Delta

Price Delta

Current Quantity

Suggested Price

Revenue Uplift

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

-0.382715242

0.724638166

0.016890993

54.38584622

53.66120805

39.30314022

39.68585547

-0.382715242

0.724638166

696

54.00313097

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 is designed to flag situations where price adjustments have not sufficiently reflected underlying cost changes, even when those cost changes are meaningful.
The intent is to highlight product and customer combinations where cost increases (or decreases) are not being adequately passed through to prices, potentially signaling margin risk or missed recovery opportunities.

info Default thresholds are flexible, adjust as necessary.

Example

Series	Rules
Join Series (Cost Pass Through Analysis)	`Pass Through Ration < 0.9 AND Cost Change Abs > 0.01 AND Pass Through Ratio ≠ 0`

Schedule

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

Example

Start Date	Period	Interval
08/12/2025 10:28	Month	1

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	80	1
Margin Potential	Profit	60	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.