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Quota management voor Panels

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By using quota cells you can define the size of the different target groups. Data that are often used for a target group definition are, for example, Age and Gender.

Notethe sum of all quota cells within a quota group must be equal to the target size of the project which you have defined in the previous stage, e.g. 40.

Each quota cell belongs to a quota group. All quota cells in a quota group must add up to the target size of the project. Thus, each participant may be assigned to a maximum of one quota cell per quota group. If you want to create your quotas completely linked (i.e. cross-quoted), you only need one quota group. Cross-quoted age and gender could have these four quota cells: young femaleold femaleyoung male and old male. If, on the other hand, you want to create your quotas unconnected, then you need several quota groups, e.g. one for age with the quota cells young and old, and another quota group for gender with the quota cells female and male.

In order to set a quota for a survey, please proceed as follows:

  • Click the green Add group button (1).
  • Specify the name of the quota group in the indicated field (2). By default, this field is filled with the Group 1 description.
  • Click the blue Add quota cell button (3) for a window to appear in which you can enter the information and filter conditions of the first quota cell.

At the top, you specify a unique quota name that is as self-explanatory as possible and the maximum number of participants (=quota) (under Number of responses). For example, if a certain answer combination in two different questions has been selected 10 times by the previous participants and a quota of 10 has been set for this answer combination, then this quota cell receives the status Quotafull. Depending on the choice you have made in the Quotafull behavior field, the 11th, 12th, etc. participant who meets the conditions for this quota cell will screened out.

The percentage after the Number of responses (e.g. 25%) indicates the ratio to the target size of the project (=100%). If you were to enter 40 for the number of responses in this example, the percentage would not be 25%, but 100%. You can also enter the percentage values the other way round and the number of participants will be calculated automatically.

Subsequently, you can specify the conditions for the quota cell in the window, e.g.

  • IF – Sample / Panel – Age group– between 18 and 45 – SELECTED
  • AND – Sample / Panel – Gender – Female – SELECTED

When all settings for the first quota cell are specified, click on the green button Save changes.

After you have added one quota cell, a message appears in a yellow frame indicating that the size of all quota cells in one quota group must be equal to the target size. Based on the example above, you have several options at your disposal. For example, the Number of responses can be increased from 10 to 40. Additionally, you can opt to add one or more quota cells (in the same manner as described above). A second quota cell could be something like this:

When, for example, you have defined all quota cells of a quota group and its total size is identical to the target size of the project, the screen will approximately be like this:

At the bottom right, you will see 40/40 (100%), which indicates that the quota group is now set up correctly.

After the quotas have been set up as desired you can continue with the distribution process.

Updated on July 8, 2023
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