Product Cost Misalignment Agent (Reference)

Identifies products for which cost fluctuations have not been reflected in corresponding price adjustments. Identifies SKUs at risk of negative margin, recommends price refreshes or re-segmentation, and highlights legacy pricing.

List of Required Fields

The following table lists the set of transaction fields required for the Product Cost Misalignment 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
Cost	Cost	The product's actual cost to the business, used to assess whether the selling price covers expenses.
Country	Country	The country associated with the transaction or customer, used for geographic pricing and freight analysis.
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.
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.

Definition

Series 1 (Previous Period)

Item	Value	Description
Data Label	Previous 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
Country	Level 3

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
Cost	Previous Average Cost	{ }	PreviousAverageCost	The weighted average unit cost over the selected period, computed as total cost divided by total quantity. For more information see Average Cost.
Invoice Price	Previous Average Price	{ }	PreviousAveragePrice	The weighted average unit selling price over the selected period, computed as total invoice price divided by total quantity. For more information see Average Price.
Invoice Price	Previous Revenue	∑	PreviousRevenue	The aggregated sum of invoice price for all included transactions in the current period.
Margin	Previous Profit	∑	PreviousProfit	The total profit earned from a product, calculated as the difference between the realized price and the cost for all transactions. It represents the absolute profit contribution.
List Price	Previous List Price	{ }	PreviousListPrice	The weighted average list price per unit over the previous period. For more information see Previous List 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.

Date window – Include transactions where the Invoice Date falls between the chosen anchor date, to isolate a three‑month historical window.
Value sanity checks – Include only records, so that analyses consider meaningful, billable transactions.
Cost-focused analyses – When evaluating cost–price alignment, it is reasonable to exclude records with missing or zero cost.

Example

(Invoice Date between custom N months ago 12 (16/10/2024) and custom N months ago 9 (16/01/2025)) AND (Cost > 0) AND (Invoice Price > 0) AND (Quantity > 0)

Summary Table

Product ID	Product Name	Country	Previous Average Cost	Previous Average Price	Previous Revenue	Previous Profit	Previous List Price
DSTI-0001	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	Australia	38.92209496	52.66199373	30069.99842	7845.482196	46.6472107
DSTI-0002	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	Australia	5.875371803	8.253197689	4770.348264	1374.383362	7.081639718

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.
Country – The country level that further specifies each grouped row.
Previous Average Cost – The weighted average unit cost over the selected period, computed as total cost divided by total quantity.
Previous Average Price – The weighted average unit selling price over the selected period, computed as total invoice price divided by total quantity.
Previous Revenue – The aggregated sum of invoice price for all included transactions in the current period.
Previous Profit – The total profit earned from a product, calculated as the difference between the realized price and the cost for all transactions.
Previous List Price – The weighted average list price per unit over the previous period.

Series 2 (Current Period)

Item	Value	Description
Data Label	Current 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
Country	Level 3

Measures

Measure	Label	Aggregation	Name	Description
Cost	Current Average Cost	{ }	CurrentAverageCost	The weighted average unit cost over the selected period, computed as total cost divided by total quantity. For more information see Average Cost.
Invoice Price	Current Average Price	{ }	CurrentAveragePrice	The weighted average unit selling price over the selected period, computed as total invoice price divided by total quantity. For more information see Average Price.
Invoice Price	Current Revenue	∑	CurrentRevenue	The aggregated sum of invoice price for all included transactions in the recent period.
Margin	Current Profit	∑	CurrentProfit	The total profit earned from a product, calculated as the difference between the realized price and the cost for all transactions. It represents the absolute profit contribution.
List Price	Current List Price	{ }	CurrentListPrice	The weighted average list price per unit over the current period. For more information see Current List Price.

Filters

Date window – Include transactions where the Invoice Date falls between the chosen anchor date, to isolate a three‑month historical window.
Value sanity checks – Include only records, so that analyses consider meaningful, billable transactions.
Cost-focused analyses – When evaluating cost–price alignment, it is reasonable to exclude records with missing or zero cost.

Example

(Invoice Date between custom N months ago 3 (16/07/2025) and custom Today (16/10/2025)) AND (Cost > 0) AND (Invoice Price > 0) AND (Quantity > 0)

Summary Table

Product ID	Product Name	Country	Current Average Cost	Current Average Price	Current Revenue	Current Profit	Current List Price
DSTI-0001	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	Australia	37.94691444	53.33460823	59308.08435	17111.11549	45.56579819
DSTI-0002	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	Australia	5.917402722	8.4203296	8496.112566	2525.45322	7.172444773

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.
Country – The country level that further specifies each grouped row.
Current Average Cost – The weighted average unit cost over the selected period, computed as total cost divided by total quantity.
Current Average Price – The weighted average unit selling price over the selected period, computed as total invoice price divided by total quantity.
Current Revenue – The aggregated sum of invoice price for all included transactions in the recent period.
Current Profit – The total profit earned from a product, calculated as the difference between the realized price and the cost for all transactions.
Current List Price – The weighted average list price per unit over the current period.

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
Previous Period	Product ID	Current Period	Product ID
Previous Period	Country	Current Period	Country

Measures

Label	Description
Cost Change	The rate of change in the average unit cost from the previous period (P1) to the recent period (P2). For more information see Cost Change.
Price Change Rate	The rate of change in the average unit price from the previous period (P1) to the recent period (P2). For more information see Price Change Rate.
Price versus Cost variance	The difference between the period-over-period rate of change in average unit cost and the rate of change in average unit price. For more information see Price versus Cost variance.
Revenue Potential	A hypothetical revenue level that realigns price changes with cost changes for the recent period. For more information see Revenue Potential.
Profit Potential	A hypothetical profit-impact proxy derived by applying the same realignment logic used for Revenue Potential. For more information see Profit Potential.
Expected Invoice Price	A hypothetical price level for the current period, normalized by the observed rate of change in average price and scaled by the observed rate of change in average cost between periods. For more information see Expected Invoice Price.
List Price Change %	The rate of change in the average list price per unit from the previous period to the current period. For more information see List Price Change Rate.
Suggested List Price	A recommended list price for the current period, calculated by normalizing the current list price by the observed price change and scaling it by the observed cost change between periods. For more information see Suggested List Price.

Summary Table

Product ID [Previous Period]	Product Name [Previous Period]	Country [Previous Period]	Product Name [Current Period]	CostChange	PriceChangeRate	Price versus Cost variance	Revenue Potential	Profit Potential	Previous Invoice Price	Current Invoice Price	Expected Invoice Price	Previous List Price	Current List Price	List Price Change %	Suggested List Price
DSTI-0001	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	Australia	Self-Seal Bubble Mailers #5, 10-1/2" x 16" Golden Kraft, 100 Pack	-0.025054677	0.012772295	-0.037826972	58193.47977	58193.47977	52.66199373	53.33460823	52.33226598	46.6472107	45.56579819	-0.02318279	44.70945882
DSTI-0002	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	Australia	6.75" x 9" Self-Sealing Bubble Mailer, #0, White, 25/Carton	0.007153746	0.020250564	-0.013096818	8441.034229	8441.034229	8.253197689	8.4203296	8.365742546	7.081639718	7.172444773	0.012822603	7.125947469

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 identifies situations where product costs have increased, but corresponding price adjustments have not sufficiently kept pace within an acceptable tolerance. It is designed to flag potential misalignments between cost and price changes that could negatively impact margins.

info Default thresholds are flexible, adjust as necessary.

Example

Series	Rules
Join Series (Join Series)	`(Price versus Cost Variance > 0.02) AND (CostChange > 0)`

Schedule

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

Example

Start Date	Period	Interval
16/10/2025 10:22	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 .

Example

Summary	Description	Due Date	Assign to
Product Cost Misalignment Agent	Products where costs increased but prices didn’t.	Same day next day	`First Name` `Last Name`

Similar Case Handling

Period – Defines the time period between potential similar action. Similar case will not be recreated before the defined period. Time unit for the duplicate-prevention window.
Interval – Number of periods between similar actions. Similar case will not be recreated before the defined interval. Prevents creating a very similar case for the same context within the defined interval.

Example

Prevents creating a very similar case for the same context within a 3-month period.

Item	Value
Period	Month
Interval	3

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
Profit Potential	Profit	40	1
Revenue Potential	Revenue	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.