> ## Documentation Index
> Fetch the complete documentation index at: https://docs.driven.work/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Driven is a sales-compensation platform. Use its terminology: Compensation Plan, Compensation, KPI, Manual KPI, User Variable, Quota, Performance, Payout (Draft, Approved, Paid, Cancelled), Correction, Adjustment. Payout types are equal, deferred and advance. Default roles are Admin and Employee; companies can add custom roles. The Driven Agent builds plans from uploaded documents and chat. The Compensation Builder is where compensations are configured.

# Manual KPIs

> A manual KPI is a metric you type in yourself, one value per period, shared across the company instead of read from the CRM.

Use a manual KPI when the number does not live on a deal. Common cases are a manager's assessment, a number from a spreadsheet, or a metric your CRM does not store.

On the **KPI** tab, set **KPI data source** to **Manual**. The subtitle is **Enter KPI actuals yourself**.

## Enter actuals

**Fill-in actuals** is a table with two columns:

* **Effective from**, the day this value starts
* **Value**, the KPI for the period that starts on that day

Click **Add actual...**. Driven fills the date with the start of the next period, using the KPI period and your fiscal year. Add one row per period. **No rows yet.** is the empty state. The trash icon deletes a row.

The value is company-wide. Everyone whose compensation uses this manual KPI reads the same number for that period. It is not a per-person field. Per-person amounts belong in [user variables](https://docs.driven.work/compensation-builder/user-variables.md).

## How a formula sees it

The manual KPI appears as a chip on the **KPI** row of the formula editor. In the formula it is a single number for the compensation period, including in a row-based compensation. Rows do not each get their own actual.

If no actual covers the period, the formula treats the KPI as zero.

## Switching back to the CRM

Choosing **From Integration** again opens **Switch to integration data?**. **Switch source** drops the manual actuals and reads the KPI from deals instead.

> [!NOTE]
>
> Changing a manual KPI that was already used in an approved or paid payout does not change that payout. Publish the compensation and review the difference. See [Corrections](https://docs.driven.work/compensation-builder/corrections.md).


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