Viewing the Quota Promotion History

You can view the detailed information regarding calls that were planned for promotion to maintain the quota balancing (go to Quota Balancing for more information). All information regarding such calls is recorded separately for each survey, and can be viewed as a list in a dedicated dialog. The list of promoted calls is called the Quota Promotion History and can be displayed by using a corresponding context command in the Survey list view.

The Quota Promotion History can be of help when you need to analyze the Quota Balancing results. For example, you may notice that some quota cells get fewer promoted calls than was planned by the system. You may then consider reconfiguring the quota balancing parameters, or changing the survey strategy in another way to maintain more complete filling of the quota cells. You could for example upload an extra sample containing records that fit the insufficiently filled quota cells.

All quota promotion actions are logged by the system, and these records are kept for seven days. Recorded actions older than seven days are automatically deleted.

The Quota Promotion History dialog allows you to select a time period and view all quota promotions made for the chosen survey over the selected time period.

To view the quota promotion history:

1. Open the list of all surveys in the Survey list view (go to Viewing the Survey List for more information).
2. Right-click the required survey in the list and choose Quota Promotion History from the context menu that appears. This will display the Quota Promotion History dialog.

By default the Quota Promotion History dialog displays data logged during the current day.



The list in this window shows details of each particular promotion made during the time interval selected for viewing.

The following details regarding each promotion action are available:

• Promotion date and time - the timestamp of the promotion action.
• Calls to Promote - the number of calls that were planned for promotion to the particular quota cell (forecast calculated by the system).
• Promoted Calls - actual number of calls promoted to the particular cell during the selected time period (ideally this should equal the number that was planned for promotion).
• Cell Information - quota values which are set for this quota cell.
• Cell ID - ID of the cell.
3. Use the Period drop-down list to select the time period for which the quota promotion history is to be shown. If you select Range, the Range icon to the right of this drop-down field becomes active; click it to choose the particular time range.

The form below opens.



Select the start and end date and time using the available controls. The time is set using the spin controls, and the date is set using the calendar form - click the arrow icon beside the date to display the calendar form. Using the form controls you can:

• Choose a date in the calendar by clicking on it.
• Browse through months by pressing the arrow icons above the weekday names.
• Select a month from the drop-down list.
• Select a year from the drop-down list.

Choosing the date will close the calendar form and display the chosen date in the Range form.

4. Click OK in the Range form when the start and end dates are set.
5. Once you have selected the time range, click Refresh on the dialog toolbar.

The quota promotion list is updated to show all promotion actions logged during the selected period.

You may notice that some promotion actions are highlighted in red. This means that the number of calls promoted to this cell was lower than the planned number. In this case you may consider uploading an extra sample containing records that fit the insufficiently filled quota cells.