Product Cost Pass-Through Agent (Reference)

The Product Cost Pass-Through Agent evaluates whether rising product costs are effectively reflected in list prices. It helps prevent margin erosion by analyzing cost, revenue, and list price movements over time and highlighting products where cost increases are not adequately passed through.

List of Required Fields

The following table lists the set of transaction fields required for the Product 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.
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.
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.
ProductGroup	Product Group	A category grouping products by type, business line, or market segment.
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 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
Product Id	Level 1
Product Name	Level 2
Product Group	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
Invoice Price	Current Revenue	∑	CurrentRevenue	The aggregated sum of invoice price for all included transactions within the Current Period.
Cost	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.
Invoice Price	Current Price	{ }	CurrentPrice	The average unit price in the current period. Sum of invoice price divided by sum of quantity.
Cost	Current Cost Per Unit	{ }	CurrentCostPerUnit	The average unit cost in the current period. Per‑unit cost derived by dividing the cost by quantity.
Local List Price	Current List Price	{ }	CurrentListPrice	The standard list price applicable in the customer's local market, before any discounts or adjustments.

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 >= custom N days ago 30 (3/17/2026) AND Invoice Price > 0.01 AND Quantity > 0.01

Aggregation Filter

Current Revenue > 0

Summary Table

Product Id	Product Name	Product Group	Current Revenue	Current Cost	Current Margin	Current Quantity	Current Margin %	Current Price	Current Cost Per Unit	Current List Price
A9N17518	iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve	Electrical Protection and Control	461223.0671	236291.427	4645.193548	13779	0.010071468	33.47289841	17.14866296	60.28897196
A9N17581	iDPN - circuit breaker - iDPN N - 3P + N - 13A - B curve	Electrical Protection and Control	1740370.783	865739.9832	46685.71032	13510	0.026825152	128.8209314	64.08141992	234.366517
A9N2103	DT60 - circuit breaker - DT60N - 4P - 40A - C curve	Electrical Protection and Control	2621978.367	1271170.142	134375.7732	11878	0.051249764	220.7424117	107.0188703	352.2406269

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.
Product Name – The Product Name used as the next grouping level within the table hierarchy.
Product Group – The Product Group used as the next grouping level within the table hierarchy.
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.
Current List Price – The standard list price applicable in the customer's local market, before any discounts or adjustments.

Series 2 (Recent 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] 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
Product Id	Level 1
Product Name	Level 2
Product Group	Level 3

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.
Cost	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 previous gross margin percentage. Total margin divided by total revenue.
Invoice Price	Previous Price	{ }	PreviousPrice	The average unit price in the previous period. Sum of invoice price divided by sum of quantity.
Cost	Previous Cost Per Unit	{ }	PreviousCostPerUnit	The average unit cost in the previous period. Per‑unit cost derived by dividing the cost by quantity.
Local List Price	Previous List Price	{ }	PreviousListPrice	The standard list price applicable in the customer's local market, before any discounts or adjustments.

Filters

Example

Pricing Date between custom N days ago 60 (2/15/2026) AND custom N days ago 31 (3/16/2026) AND Invoice Price > 0.01 AND Quantity > 0.01

Aggregation Filter

Previous Revenue > 0

Summary Table

Product Id	Product Name	Product Group	Previous Revenue	Previous Cost	Previous Margin	Previous Quantity	Previous Margin %	Previous Price	Previous Cost Per Unit	Previous List Price
A9N17518	iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve	Electrical Protection and Control	75008.24411	38182.55559	2385.613282	2261	0.031804681	33.17480942	16.88746377	56.9892687
A9N17581	iDPN - circuit breaker - iDPN N - 3P + N - 13A - B curve	Electrical Protection and Control	262281.0553	133515.8391	4358.335505	2160	0.016617043	121.4264145	61.81288847	219.5750519
A9N2103	DT60 - circuit breaker - DT60N - 4P - 40A - C curve	Electrical Protection and Control	380634.9631	187687.2281	22347.12184	1777	0.058710113	214.2008796	105.6202747	335.0824828

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.
Product Group – The Product Group used as the next grouping level within the table hierarchy.
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 previous gross margin percentage. Total margin divided by total revenue.
Previous Price – The average unit price in the previous period. Sum of invoice price divided by sum of quantity.
Previous Cost Per Unit – The average unit cost in the previous period. Per‑unit cost derived by dividing the cost by quantity.
Previous List Price – The standard list price applicable in the customer's local market, before any discounts or adjustments.

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

Measures

Label	Description
Cost Change %	Percentage change in average unit cost from the previous period to the current period.
List Price Change %	Percentage change in list price from the previous period to the current period.
Cost Pass Through Variance	Difference between list price change % and cost change %, indicating under‑ or over‑pass‑through.
Previous Cost	Total cost or average unit cost measured in the previous period, aligned to the measures above.
Current Cost	Total cost or average unit cost measured in the current period, aligned to the measures above.
Previous List Price	The list price used in the previous period (before discounts or adjustments).
Current List Price	The list price used in the current period (before discounts or adjustments).
Suggested List Price	Recommended list price based on the pass‑through analysis (target price to achieve desired margin).
Revenue Uplift	Incremental revenue expected if the suggested list price is applied versus the current list price.
Margin Potential	Additional gross margin expected if the suggested list price is applied (absolute value).
Margin Potential (pp)	Expected improvement in margin rate expressed in percentage points when applying the suggested price.
Price Change %	Percentage change between suggested list price and current list price.

Summary Table

Product Name [Current Period]	Product Group [Current Period]	Product Name [Previous Period]	Product Group [Previous Period]	Cost Change %	List Price Change %	Cost Pass Through Variance	Previous Cost	Current Cost	Previous List Price	Current List Price	Suggested List Price	Revenue Uplift	Margin Potential	Margin Potential (pp)	Price Change %
iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve	Electrical Protection and Control	iDPN - circuit breaker - iDPN N - 1P + N - 13A - B curve	Electrical Protection and Control	1.546704669	5.790043164	0.042433385	16.88746377	17.14866296	56.9892687	60.28897196	57.87072438	336177.6441	336177.6441	0.718811513	0.89854015
iDPN - circuit breaker - iDPN N - 3P + N - 13A - B curve	Electrical Protection and Control	iDPN - circuit breaker - iDPN N - 3P + N - 13A - B curve	Electrical Protection and Control	3.669997481	6.736405174	0.030664077	61.81288847	64.08141992	219.5750519	234.366517	227.6334507	1334957.137	1334957.137	0.740228139	6.089710287

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.

Flags product-customer combinations where unit cost increased materially, but the price response remained almost flat and therefore did not fully pass the cost increase through. This rule is intended to identify records with insufficient cost pass-through and actionable margin recovery potential, so they can be prioritized for pricing review.

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
4/16/2026 12:39	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 .

Example

Summary	Description	Due Date	Assign to
Product Cost Pass Through Agent	List products where list prices are not following the increase in costs	in 7 days	`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
Revenue Uplift	Revenue	60	1
Margin Potential	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.