The Freight Margin Agent helps identify hidden margin erosion by comparing freight charges with actual freight costs across customers, countries, and product groups, showing where shipping costs are not fully recovered.
List of Required Fields
The following table lists the set of transaction fields required for the Freight Margin 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. |
|
Freight_Charge |
Freight Charge |
The freight amount billed to the customer on the invoice. |
|
Freight_Cost |
Freight Cost |
The actual internal cost incurred to ship the product. A gap between this and Freight Charge indicates freight subsidy or overcharge. |
|
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. |
Definition
Series 1 (Transactions)
|
Item |
Value |
Description |
|---|---|---|
|
Data Label |
Transactions |
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 |
|---|---|
|
Customer Id |
Level 1 |
|
Customer 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 |
Revenue |
∑ |
Revenue |
The aggregated sum of invoice price for all included transactions. |
|
Freight Charge |
Freight Cost Recovery % |
{ } |
FreightCostRecoveryRate |
The percentage of freight cost recovered through freight charges over the filtered scope. |
|
Freight Charge |
Freight Recovery Opportunity |
{ } |
FreightRecoveryOpportunity |
The unrecovered freight amount in value terms: the gap between freight cost and freight charge when freight cost is higher, used to quantify missed freight recovery. |
|
Freight Charge |
Freight Charge To Revenue |
{ } |
FreightChargeToRevenue |
The share of revenue represented by freight charges, i.e. freight charge divided by invoice price / revenue. |
|
Freight Cost |
Freight Cost To Revenue |
{ } |
FreightCostToRevenue |
The share of revenue consumed by freight cost, i.e. freight cost divided by invoice price / revenue. |
|
Freight Charge |
Opportunity % |
{ } |
OpportunityRate |
The net freight recovery gap relative to revenue. |
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 nonths ago 3 (1/8/2026) AND custom Today (4/8/2026)
Summary Table
|
Customer Id |
Customer Name |
Product Group |
Revenue |
Freight Cost Recovery % |
Freight Recovery Opportunity |
Freight Charge To Revenue |
Freight Cost To Revenue |
Opportunity % |
|---|---|---|---|---|---|---|---|---|
|
CID-0001 |
Stanley Linda CPA US Global customer CA |
Electrical Protection and Control |
133213.69872772 |
1.1803723968 |
-1554.99825 |
0.0763888526 |
0.064715892 |
-0.0116729606 |
|
CID-0001 |
Stanley Linda CPA US Global customer CA |
Home Automation |
141604.89039398 |
1.0276834146 |
-282.43475 |
0.0740422433 |
0.0720477165 |
-0.0019945268 |
-
Customer Id – The top-level grouping dimension selected in the Group By definition. Rows are organized by Customer Id.
-
Customer Name – The Customer Name used as the next grouping level within the table hierarchy.
-
Product Group – The product category that further specifies each grouped row.
-
Revenue – The aggregated sum of invoice price for the grouped rows.
-
Freight Cost Recovery % – Percentage of freight cost recovered via freight charges over the filtered scope.
-
Freight Recovery Opportunity – The unrecovered freight amount where freight cost exceeds freight charge.
-
Freight Charge To Revenue – Share of revenue represented by freight charges (freight charge / revenue).
-
Freight Cost To Revenue – Share of revenue consumed by freight cost (freight cost / revenue).
-
Opportunity % – Net freight recovery gap relative to revenue.
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
This rule focuses on situations where Opportunity % is positive while Freight Recovery Opportunity is also positive, indicating customers and product groups where freight recovery is insufficient and represents an actionable margin opportunity.
|
Series |
Rules |
|---|---|
|
Series 1 (Transactions) |
|
Schedule
Set the preferred start date and frequency that you want the Agent to run.
Example
|
Start Date |
Period |
Interval |
|---|---|---|
|
04/08/2026 12:56 |
Month |
1 |
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 |
|---|---|---|---|
|
Freight Cost Recovery |
Listing customers where freight costs are not fully recovered. |
in 1 month |
|
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 |
|---|---|---|---|
|
Freight Recovery Opportunity |
Revenue |
50 |
1 |
|
Freight Recovery Opportunity |
Profit |
40 |
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.