Overview
Quotas ensure your sample has the right mix of participants. Instead of whoever responds first, quotas guarantee representation across key demographics or behaviors.
Panel Quota Management
Each panel can have its own quota configuration.
Accessing Quotas
Navigate to Recruit tab
Select a panel
Click Manage Quotas
Quota Overview Card
The quota card shows:
Total target responses
Current completion count
Overall fill percentage
Individual quota status
Quota Level Editor
Define quotas at various levels of detail.
Simple Quotas
Single-dimension quotas:
Quota | Target | Filled |
Male | 50 | 32 |
Female | 50 | 45 |
Nested Quotas
Multi-dimensional quotas:
Age 18-34 ├── Male: 25 └── Female: 25Age 35-54 ├── Male: 25 └── Female: 25
Adding Quotas
Click Add Quota
Select the criterion
Enter target count
Repeat for each group
Add Nested Quota Dialog
For complex quotas:
Click Add Nested Quota
Select primary dimension (e.g., Age)
Select secondary dimension (e.g., Gender)
Enter counts for each cell
Save the quota structure
Quota Progress Bar
Visual progress indicators show fill status:
Color | Meaning |
Green | On track (50-100% of target pace) |
Yellow | Slightly behind (25-50% of target pace) |
Red | Significantly behind (<25% of target pace) |
Full | Quota complete |
Quota Edit Sheet
Edit existing quotas:
Click on any quota row
Modify the target count
Save changes
Changes apply to new responses only; existing responses aren't affected.
Quota Fill Counts
Monitor fill status in real-time:
Fill Summary
Metric | Description |
Target | Desired completions |
Filled | Current completions |
Remaining | Target minus filled |
Fill Rate | Percentage complete |
Overfill Handling
When a quota fills:
New matching participants are screened out
Other quotas continue accepting
Overfill protection prevents excess
Quota Empty State
When no quotas are configured:
"No quotas set" message appears
All qualified participants can complete
First-come, first-served basis
Setting Up Quotas
Step-by-Step
Identify key variables: What dimensions need balance?
Calculate targets: How many per cell?
Create structure: Simple or nested?
Monitor fill rates: Adjust if needed
Example Quota Setup
For a study needing 200 responses with gender and age balance:
Age/Gender | Male | Female | Total |
18-34 | 50 | 50 | 100 |
35-54 | 50 | 50 | 100 |
Total | 100 | 100 | 200 |
Best Practices
Quota Design
Guideline | Reason |
Start broad | Easier to fill, then tighten |
Allow some flex | ±5% prevents blocking |
Monitor early | Catch fill issues quickly |
Balance complexity | More cells = slower fill |
Common Quota Structures
Population Representative: Match census or market proportions
Equal Split: Same number per cell
Oversampling: Extra in key segments for subgroup analysis
Troubleshooting Slow Fill
Issue | Solution |
Cell too small | Combine with similar cells |
Criteria too strict | Relax some requirements |
Low incidence | Increase incentive or broaden |
💡 Tip: Start with slightly higher targets than needed. Some responses may fail quality checks, and having buffer prevents shortfall.