Product Freight Agent (Reference)

The Product Freight Agent checks whether freight charges are sufficient to cover actual freight costs at the product and country level, helping you detect hidden margin erosion caused by under‑recovered freight.

List of Required Fields

The following table lists the set of transaction fields required for the Product Freight 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.

Definition

Series 1 (Transactions)

Group By

Measures

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

• 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 higher‑level product categorization corresponding to the Level 3 group in Group By.

• Country – The country level that further specifies each grouped row.

• Revenue – The aggregated sum of invoice price for the grouped rows (same as Revenue measure).

• Freight Cost Recovery % – Percentage of freight cost recovered via freight charges over the filtered scope.

• Freight Recovery Missed 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.

This rule focuses on situations where Freight Recovery Missed Opportunity is below zero, which generally suggests a negative freight recovery outcome or a shortfall against the expected freight recovery level.

Default thresholds are flexible, adjust as necessary.

Example

(Opportunity % > 0.002) AND (Freight Recovery Missed Opportunity < 0)

Schedule

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

Example

Action Definition

Example

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.

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

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.