---
title: Create manual KPI templates
description: Create manual KPI templates to define KPIs that require users to manually input KPI data based on the frequency schedules.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/supplier-lifecycle-operations/create-kpi-template-slo.html
release: australia
product: Supplier Lifecycle Operations
classification: supplier-lifecycle-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
keywords: [manual KPI template, KPI template, frequency schedule, quantitative KPI, qualitative KPI, performance domain, collection frequency]
breadcrumb: [KPI templates, Configure Supplier Relationship and Performance Management, Configure, Supplier Lifecycle Operations, Finance and Supply Chain]
---

# Create manual KPI templates

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 **All** > **Supplier Lifecycle Operations** > **Source-to-Pay Workspace**.

2.  Do one of the following:

    -   Under Quick actions, select **Create KPI template**.\[Omitted image "create-kpi-template.png"\] Alt text: Selected Create KPI template option under Quick actions.
    -   Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text: 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.

<table id="table_u4m_243_btb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td class="sub-head" colspan="2">

Basic details

</td></tr><tr><td>

Name

</td><td>

Name of the KPI template.

</td></tr><tr><td>

Description

</td><td>

Brief description of the KPI template.

</td></tr><tr><td>

Template owner

</td><td>

The person who owns the KPI template.

</td></tr><tr><td>

Type

</td><td>

Indicates the type of the KPI template. The available options are:-   Quantitative
-   Qualitative
**Note:** Manual KPI templates can be created for both **Qualitative** and **Quantitative** KPI types.

</td></tr><tr><td>

Active

</td><td>

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.

</td></tr><tr><td class="sub-head" colspan="2">

KPI properties

</td></tr><tr><td>

Performance domain

</td><td>

Indicates the group that the KPI belongs to.

</td></tr><tr><td>

Recommended weight

</td><td>

Determines the importance of the KPI in the overall performance score when multiple KPIs are collected.

</td></tr><tr><td>

Direction

</td><td>

Indicates whether the KPI should be minimized or maximised to show the ideal trend of the values. The available options are:-   Maximize
-   Minimize
-   Milestone


</td></tr><tr><td>

Nature

</td><td>

Indicates whether the KPI is leading \(predicts future\), lagging \(measures past performance\), or current \(monitors ongoing activities\). The available options are:-   Leading
-   Lagging
-   Current


</td></tr><tr><td>

Precision

</td><td>

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.

</td></tr><tr><td>

Unit

</td><td>

Measurement used to quantify the performance indicator.This field is displayed only if you select **Quantitative** in the **Type** field.

</td></tr><tr><td class="sub-head" colspan="2">

Data collection

</td></tr><tr><td>

Data collection type

</td><td>

Select **Manual** for creating a manual KPI template.**Note:** For **Qualitative** KPI type, only manual KPI template can be created.

</td></tr><tr><td>

Collection source

</td><td>

The user persona that provides the data. The available options are:-   User
-   Supplier Manager
-   Supplier Contact


</td></tr><tr><td>

Collected from user

</td><td>

The person who provides the data.This field is displayed only if you select **User** in the **Collection source type** field.

</td></tr><tr><td>

Instructions

</td><td>

Populated in KPI collection tasks to give more context to the user providing the KPI data.

</td></tr><tr><td>

Collection frequency

</td><td>

The frequency for collecting the KPI data. The available options are:-   Daily
-   Weekly
-   Monthly
-   Quarterly
-   Semi-annually
-   Annually


</td></tr><tr><td>

Contract data aggregation method

</td><td>

The method used to calculate the aggregated KPI value when the given KPI consists of contract-level sub-KPIs:-   Average
-   Sum
-   Minimum
-   Maximum


</td></tr></tbody>
</table>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
-   The template is added to a segmentation rule to produce KPIs

**Parent Topic:**[KPI templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/kpi-templates.md)

**Related topics**  


[KPI templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/kpi-templates.md)

[Create KPI thresholds](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/create-kpi-threshold.md)

[Create KPI units](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/create-kpi-units.md)

[Create KPI performance domains](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/create-kpi-domain.md)