Create manual KPI templates

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

Avant de commencer

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.

Procédure

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Do one of the following:
   • Under Quick actions, select Create KPI template.
   • Select the list icon (), navigate to Lists > Performance management > KPI Templates, and then select New.
3. On the form, fill in the fields.

   Select Manual for creating a manual KPI template.

   Tableau 1. Create New KPI template form

   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 Remarque : 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
   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
   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. Remarque : 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
   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
   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

4. Select Save.

Résultats

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

Tâches associées

• Create KPI thresholds
• Create KPI units
• Create KPI performance domains