Home > Managing Projects, Data & The Organization > How to: Using Quota Sheets

How to: Using Quota Sheets

Overview

Quota sheets allow you to easily setup and manage both simple and complex interlocked quotas. Defining the quotas is done using a convenient user interface and with little effort. To use quota sheets:

  1. Step 1: Define the quota sheet(s)
  2. Step 2: Edit the quota sheet targets
  3. Step 3: Track the progress

Pricing Note: The SurveyToGo Quota sheets feature comes at a monthly charge (unlimited use) to our pay-per-interview customers, and is included free of charge for SurveyToGo Subscriptions customers. Request your 7 days free trial of the Quota System today by contacting support@dooblo.com. To sign up for the SurveyToGo Quota sheets, please see this link: https://www.dooblo.net/stgi/order.aspx?sku=3171690

Step 1: Define the quota sheet(s)

To define a new quota sheet:

  1. Open the survey you wish to generate data for:
  2. Select the “Quota Sheets” tab:
  3. Now you are ready to configure the quota sheets
  4. If needed you can add multiple quota sheets by clicking the “+” sign on the top left, next to the first sheet name
  5. Once you are done configuring the quota sheets, save the survey

Here is a description of the various parts of the quota sheet:

Component Description
(0) Sheet name box You can change the name o the sheet from this box
(1) List of questions Contains all the single choice questions in the survey that can be used in the quota sheets
(2) Add to rows After selecting a question click this button to add it to the rows of the quota sheet
(3) Add to columns Adds the selected question as an interlock. Multiple interlocks can be defined.
(4) Rows/Columns list Contains the list of questions. Drag a question next to the one above it to create an additional interlock level.
(5) Answers list Allows you to de-select various answers that do not participate in the quota

Using the lists in (4) you can also create a new interlock level by dragging a question next to the one above it:

Which will change the view to this:

Now Q15 has an interlock level with Q1:

Step 2: Edit the quota sheet targets

To edit the quota targets:

  1. Double click the “Quotas” node from the tree:
  2. Choose from the active surveys and then switch to the “Editing” tab:
  3. You can then edit the targets by simply writing into the cells. You can also copy & paste a number of cells directly from Excel into the targets:
    and then paste them to the sheet:
  4. Once the targets have been defined, click the “Save” button to save the targets:
  5. That’s it!

Step 3: Track the progress

To track the quotas progress:

  1. Double click the “Quotas” node from the tree:
  2. Choose from the active surveys and then make sure you are on the tracking tab:
  3. If you wish to refresh the numbers, click the refresh button:
  4. That’s it!

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