---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create manual KPI templates

# Create manual KPI templates {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create manual KPI templates to define KPIs that require users to manually input KPI data based on the frequency schedules.

## Before you begin

Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin

Manual KPI templates can be created for both Qualitative and Quantitative KPI types.

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Do one of the following:  
   * Under Quick actions, select Create KPI template.
   * Select the list icon (![List icon.]()), navigate to ListsPerformance managementKPI Templates, and then select New.
   {#create-kpi-template-slo__ul_hfq_zz5_jcc}
3. On the form, fill in the fields.  
   Select Manual for creating a manual KPI template.
   {#create-kpi-template-slo__table_u4m_243_btb__entry__2}

   | Field | Description |
   |-|-|
   | Basic details ||
   | Name | Name of the KPI template. |
   | Description | Brief description of the KPI template. |
   | Template owner | The person who owns the KPI template. |
   | Type | Indicates the type of the KPI template. The available options are: * Quantitative * Qualitative {#create-kpi-template-slo__ul_u5m_qbv_jcc} Note: Manual KPI templates can be created for both Qualitative and Quantitative KPI types. |
   | Active | This option is turned off by default. The KPI is automatically set to active after you have added at least two thresholds for the KPI and one of those thresholds is marked as target. |
   | KPI properties ||
   | Performance domain | Indicates the group that the KPI belongs to. |
   | Recommended weight | Determines the importance of the KPI in the overall performance score when multiple KPIs are collected. |
   | Direction | Indicates whether the KPI should be minimized or maximised to show the ideal trend of the values. The available options are: * Maximize * Minimize * Milestone {#create-kpi-template-slo__ul_cbv_p2v_jcc} |
   | Nature | Indicates whether the KPI is leading (predicts future), lagging (measures past performance), or current (monitors ongoing activities). The available options are: * Leading * Lagging * Current {#create-kpi-template-slo__ul_rch_l2v_jcc} |
   | Precision | Specifies the number of decimal points to be used for data collection to ensure accuracy and consistency. This field is displayed only if you select Quantitative in the Type field. |
   | Unit | Measurement used to quantify the performance indicator. This field is displayed only if you select Quantitative in the Type field. |
   | Data collection ||
   | Data collection type | Select Manual for creating a manual KPI template. Note: For Qualitative KPI type, only manual KPI template can be created. |
   | Collection source | The user persona that provides the data. The available options are: * User * Supplier Manager * Supplier Contact {#create-kpi-template-slo__ul_ip3_b2v_jcc} |
   | Collected from user | The person who provides the data. This field is displayed only if you select User in the Collection source type field. |
   | Instructions | Populated in KPI collection tasks to give more context to the user providing the KPI data. |
   | Collection frequency | The frequency for collecting the KPI data. The available options are: * Daily * Weekly * Monthly * Quarterly * Semi-annually * Annually {#create-kpi-template-slo__ul_pby_qdv_jcc} |
   | Contract data aggregation method | The method used to calculate the aggregated KPI value when the given KPI consists of contract-level sub-KPIs: * Average * Sum * Minimum * Maximum {#create-kpi-template-slo__ul_cm1_zrr_z2c} |
   [Table 1. Create New KPI template form]

   {#create-kpi-template-slo__table_u4m_243_btb}
4. Select Save.

## Result

A KPI is created for the selected supplier. This KPI is activated only when the following conditions are met:

* At least two active thresholds are added to the KPI
* One of those thresholds is marked as target
{#create-kpi-template-slo__ul_j42_rtk_4hc}
**Related tasks**   

* [Create KPI thresholds](https://servicenow-prod.fluidtopics.net/GAOEnE4m0bMOgMLPqDMorw "Create KPI thresholds that consist of predefined values that serve as benchmarks or limits for evaluating performance against specific objectives.")
* [Create KPI units](https://servicenow-prod.fluidtopics.net/XdO_CrnJrxdVN0PmQDca2A "Create KPI units to be used as measurement units for the quantitative performance of the supplier KPIs.")
* [Create KPI performance domains](https://servicenow-prod.fluidtopics.net/qaWXNe~APFtdL6f8opIcAw "Create KPI performance domains to classify various KPIs into categories. The KPIs under different performance domains can be viewed in the KPI management tab and the Performance dashboard to measure the supplier performance.")

*[\>]: and then