Tracker inputs
Example data table
| Quota | Target | Current | Achieved | Remaining |
|---|---|---|---|---|
| Male 18–34 | 120 | 60 | 50.0% | 60 |
| Female 18–34 | 120 | 55 | 45.8% | 65 |
| Male 35–54 | 180 | 50 | 27.8% | 130 |
| Female 35–54 | 180 | 45 | 25.0% | 135 |
This example shows how the tool surfaces which segments are lagging.
Formula used
Adjusted target with overage
AdjustedTarget = ceil(TotalTarget × (1 + Overage%/100))
The cushion helps protect against late cleaning, disquals, or screen-outs.
Pacing and projection
RequiredPerDay = Remaining / DaysRemaining
AvgPerDay = CurrentCompletes / DaysInField
ProjectedTotal = CurrentCompletes + AvgPerDay × DaysRemaining
Quota achieved and remaining
QuotaAchieved% = (QuotaCurrent / QuotaTarget) × 100
QuotaRemaining = max(0, QuotaTarget − QuotaCurrent)
Contact planning (optional)
EffectiveYield = ResponseRate × Incidence × (1 − Dropoff)
ContactsNeeded = ceil(Remaining / EffectiveYield)
How to use this calculator
- Enter your total target and current completes.
- Set days in field and days remaining for pacing.
- Optional: add overage and daily capacity for risk checks.
- Add quota rows with target counts or target percentages.
- Click Calculate to view results above the form.
- Use Download CSV or Download PDF to share updates.
Quota design and target integrity
A quota plan converts a single sample goal into measurable segment targets. If your total target is 600 and you set a 5% overage, the adjusted target becomes 630. Use quota percentages when stakeholders think in shares, and counts when suppliers think in deliveries. Keep the sum of quota targets close to the total target to avoid hidden shortfalls or double-counting across overlapping categories.
Pacing metrics that prevent late surprises
The key operational number is required completes per day: Remaining ÷ Days Remaining. If 420 completes remain with 10 days left, the required pace is 42/day. Compare that to your current average pace: Current Completes ÷ Days in Field. If you achieved 210 completes in 7 days, the average is 30/day, meaning you must accelerate fieldwork to finish on time. Track pace by weekday because weekends often dip.
Quota-level monitoring for balanced sampling
Overall progress can look healthy while a segment is falling behind. Track each quota’s achieved rate: (Current ÷ Target) × 100. A quota at 25% achieved while others are above 50% signals recruitment friction. The tool also estimates each quota’s required pace, helping you reallocate invites, adjust sources, or prioritize outreach before imbalance becomes unfixable. Consider soft caps on fast quotas so you do not overfill and waste spend.
Capacity checks and risk flags
Daily capacity provides a reality check. If your required pace is 55/day but supplier capacity is 45/day, the gap is -10/day and the project is at risk. Use this signal early to add sample sources, extend field time, or reduce scope. Projections based on your current pace also show whether your finish line moves closer or farther each day. When capacity varies by time zone, monitor local sending windows for consistent delivery.
Contact planning using yield assumptions
Completes depend on conversion. Effective yield is Response Rate × Incidence × (1 − Dropoff). For example, 18% response, 55% incidence, and 8% dropoff yields about 9.11% completes per contact. If 420 completes remain, you may need roughly 4,610 contacts. This estimate turns quota tracking into an actionable outreach plan. Recompute weekly as incidence shifts after screeners tighten and panels fatigue.
FAQs
1) What is an overage buffer and why use it?
Overage increases the target to protect against late data cleaning, disqualifications, or vendor variance. It helps you finish with a usable sample even if some completes are removed.
2) Should I enter quota targets as percentages or counts?
Use percentages when planning share-of-sample and counts when managing field delivery. If you enter a percentage without a count, the tool calculates the count from the total target.
3) Why do some quotas look “behind” when overall pacing is fine?
Segments convert differently. A harder-to-reach quota may lag while others surge. Monitoring quota-level achieved and required/day prevents bias and keeps the final sample balanced.
4) How is the projection calculated?
The tool uses your average pace so far (current completes divided by days in field) and extends it across the remaining days to estimate projected total completes.
5) What does “contacts needed” mean?
It estimates how many invitations or contacts you must send to produce the remaining completes, using your response rate, incidence, and dropoff inputs as yield assumptions.
6) What should I do if capacity is below required pace?
Add sample sources, increase daily allocations, improve screener targeting, or extend fieldwork days. Address the gap early; late fixes usually cost more and bias the sample.