The "Quotas" tab in the Response Summary tracks the quotas you have set for your survey.
1: Viewing Quotas
Below is a numbered overview of the "Quotas" tab, along with descriptions of each feature.
Note: The "Quotas" tab is only available if you have quotas set in your survey.
1. Manage Alerts: The alert system allows you to turn on an alert for any quota cell so that a notification will be sent to you once the cell is full. Learn more: Adding Quota Alerts in the Response Summary
2. Edit Quotas: Edit the quotas directly from the Response Summary. To learn how to edit quotas, click here.
3. Download: If available, download the quota sheet in Excel format.
4. Sheet: The name of the quota sheet. Click to show or hide the sheet. Additional quota sheets for concepts, conjoints, etc., may appear below the main quota sheet.
5. Table: The name of the quota table. Click the caret to show or hide the table.
6. Quota Name: The name of each individual quota and quota cell.
7. Quota Limit: This column specifies the limit for each individual quota and quota cell.
8. Quota Total: This column contains the actual number of participants that have filled the quota or quota cell, in real time. Refresh your browser window to view the latest counts.
Note: Quota cell limits will always be prioritized over the total limit of the same quota.
9. Quota Need: The number of participants currently needed to fill the quota or quota cell. Quota totals are color-coded in order to identify whether the quota is open, full, overquota, and if participants are currently taking the survey.
- Black: The quota is open.
- Black & Bold: The quota is full and no participants have gone overquota.
- Red & Bold: The quota is full and the total number is greater than the limit. This can happen if the quota limit is changed or if multiple participants complete the survey at the same time when the quota is almost full.
- Green in parenthesis: The number of participants currently taking the survey who will qualify for the quota once they complete the survey.
- Red number in parenthesis: The number of overquota participants.
- Red in parenthesis: The number of overquota participants that completed after the quota was filled.
- Red & Bold with + sign: The total indicates the number of participants who were unable to qualify for any quota marker. This is likely caused by a programming error and should be addressed immediately.
Note: When running simulated data, quotas with smaller limits may run overquota. This must be done to ensure that enough test data is run through the survey to qualify it for launch.