Create automated KPI templates

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • Automated KPI templates can be used to create KPIs that eliminate the dependency on manual input from users. When creating a template for automated KPIs, you can configure the data source and the calculation method.

    Before you begin

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

    • Automated KPI templates can be created for Quantitative KPI template type only.
    • You must have access to data tables for extracting information for automated KPI templates.
    • If the automated KPI collection fails to extract data, manual KPI data collection tasks are created and assigned to the supplier manager.

    Procedure

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

      Select Automated for creating an automated KPI template.

      Table 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. Select Quantitative.
      Note:
      Automated KPI templates can be created for Quantitative KPI template type only.
      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 Automated for creating a automated KPI template.
      Note:
      Automated KPI template can be created only for Quantitative KPI type.
      Collection table 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 Column of the collection table which refers to the supplier or contract name.
      KPI data table column Column of the collection table which contains the KPI data to be extracted.
      Automated data aggregation method The aggregation method used to calculate the data extracted from the tables mentioned according to the condition:
      • Count
      • Sum
      • Average
      • Min
      • Max
      • Latest
      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
      Criteria Build a filter criteria by adding conditions that contain a field, operator, and value(s).
      Instructions Populated in KPI collection tasks to give more context to the user providing the KPI data.
    4. Select Save.

    Result

    An automated 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