---
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 KPIs without using KPI template

# Create KPIs without using KPI template {#ariaid-title1}

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

You can add new KPIs for a supplier without using the existing KPI templates. Adding new KPIs directly generates the corresponding KPI templates.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Select the list icon (![List icon.]()) and navigate to ListsPerformance managementKPIs.
3. Select New.
4. On the Create New KPI form, fill in the fields.  
   {#create-kpis__table_u4m_243__entry__2}

   | Field | Description |
   |-|-|
   | Basic details ||
   | Name | Name of the KPI. |
   | Supplier | Name of the supplier. |
   | Description | Brief description of the KPI template. |
   | Type | Indicates the type of the KPI. The available options are: * Quantitative * Qualitative {#create-kpis__ul_u5m_qbv_jcc} |
   | 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. |
   | 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 maximized to show the ideal trend of the values. The available options are: * Maximize * Minimize * Milestone {#create-kpis__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-kpis__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 ||
   | Collection source type | The user persona that provides the data. The available options are: * User * Supplier Manager * Supplier Contact {#create-kpis__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. |
   | Next run date | The next scheduled run date in yyyy-mm-dd format. |
   | Collection frequency | The frequency for collecting the KPI data. The available options are: * Daily * Weekly * Monthly * Quarterly * Semi-annually * Annually {#create-kpis__ul_pby_qdv_jcc} |
   | 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-kpis__ul_cm1_zrr_z2c} |
   [Table 1. Create New KPI form]

   {#create-kpis__table_u4m_243}
5. Select Save.
{#create-kpis__steps_qh3_4tc_b2c}

## Result

A KPI is created for the selected supplier. Also, a corresponding KPI template is created.  
This KPI is activated only when the following conditions are met:

* At least two active thresholds are added
* One of those thresholds is marked as target
{#create-kpis__ul_u3d_4yj_4hc}

*[\>]: and then