The Quotas Dashboard lets you track quota fulfillment.

Customize which columns appear by clicking the Customize Table icon.

Deleted rows can be hidden for a clearer view.

Quota counts are incremented when a participant’s engagement ends.

If a participant meets multiple quotas, each applicable quota target is incremented upon completion.

After a quota target is met, all subsequent participants that match the criteria for that quota will be flagged as Over Quota.

Complete count displays the number of participants that have completed the chat and meet the criteria for that bucket.

A participant can appear multiple times in the counts for several reasons:

You can adjust quota targets while a chat is in the field.

Quota targets cannot be set at values lower than the existing counts.

To make changes to your quota targets, navigate to the Quotas tab and modify the target values in the table and publish changes. Or click on the actions menu and select the option to edit target or edit over target allowance.

You can delete quotas only if they have not been used.

In the Quotas tab, select the quota you want to deleted, click on the Actions menu and select the option Delete.

Over Quota responses are included in Chat Data but excluded from reports by default.

You can choose to include or exclude Over Quota data in exports and reports.

Topline reports always exclude Over Quota responses.

Unlike question-based quotas, hidden variables do not exist in the chat structure until it is published.

Once the chat is published, the hidden variable becomes a stable reference and can be used for quota assignment.

This limitation does not apply to question-based quotas because questions are defined during chat authoring.

Deleting a participant marked as complete will decrease the number of completes for all quota targets that matched this participant.

Deleting a participant marked as over quota will not decrease the OQ count in the quotas table.

To avoid having less completes or quality data than desired it is good to allow for a little bit of over quota

The Over Quota number in the Chat hub will decrement when a participant flagged as over quota is deleted. This is because participation statistics represent your final data set.

Yes, you may create quota targets after the fielding of your chat has begun. Navigate to the quotas tab and add the targets that you desire. Any responses that have already been collected will be applied to the quota targets you set.

After setting quota targets, ensure that you add the required quota cards into the chat script in order to set the appropriate logic in the chat. Once you’re finished, remember to publish the chat to apply your changes.

An engagement is counted towards quota targets once it has finished with a complete or over quota status.

Quota targets will always reflect the current number of responses available in your data.

Any desired chat logic with quotas must be facilitated with quota cards put in the chat script.

Increasing a target allows more participants.

Decreasing a target below current counts blocks new responses but does not remove existing ones.