Create KPIs without using KPI template

  • Release version: Australia
  • Updated March 12, 2026
  • 3 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: sn_kpi.admin

    Procedure

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Select the list icon (List icon.) and navigate to Lists > Performance management > KPIs.
    3. Select New.Selected option to create a new KPI.
    4. On the Create New KPI form, fill in the fields.
      Table 1. Create New KPI form
      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
      Note:
      • Manual KPIs can be created of both Qualitative and Quantitative types.
      • Automated KPIs can be created only of Quantitative type.
      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
      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.

      Select Automated for creating a automated KPI template.

      Collection source (for Manual data collection type) The user persona that provides the data. The available options are:
      • User
      • Supplier Manager
      • Supplier Contact
      Collected from (for Manual data collection type) The person who provides the data.

      This field is displayed only if you select User in the Collection source field.
      Collection table (for Automated data collection type) Table from where KPI data is to be collected.
      Note:
      You must have access to the data tables for extracting data for automated KPIs.
      Entity table column (for Automated data collection type) Column of the collection table which refers to the supplier or contract name.
      KPI data table column (for Automated data collection type) Column of the collection table which contains the KPI data to be extracted.
      Automated data aggregation method (for Automated data collection type) The method used to calculate the aggregated KPI value when the given KPI consists of automated KPIs:
      • Count
      • Sum
      • Average
      • Min
      • Max
      • Latest
      Criteria (for Automated data collection type) Build a filter criteria by adding conditions that contain a field, operator, and value(s).
      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
      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.
    5. Select Save.

    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
    Note:
    For Automated KPIs:
    • You must have access to the data tables for extracting data for automated KPIs.
    • If the automated KPI collection fails to extract data, manual KPI data collection tasks are created and assigned to the supplier manager.