Purpose
Provides insights into closed adoptions that will support sales opportunity planning for the next sales season. Insights will identify opportunities where an institution is CA enabled, but where a section has not participated in CA, or where a print item was adopted, and the institution is not CA enabled, that can be converted to digital, or where a school is set up for PI and the courseware adoption did not participate in PI.
As a sales stakeholder, I want to identify opportunities to convert non-CA courses to CA participation, print adoptions to digital adoptions, and courseware with access codes to Partner Integration.
Report Notes
The access filter will automatically filter the report to only show products that the user’s company (in Manage) owns, and this filter will only show available values.
This report provides a limited display of opportunities based on the current term and previous two terms. For example, if today is 15-Oct-2024, then opportunities are based on adoptions, products, and institution participation models from Fall-2024 (current), Summer-2024, and Winter/Spring-2024.
As adoptions from institutions/distributors close throughout a sales season, to gain the most benefit from the data, it is recommended to pull this report in:
Late June for Winter/Spring sales planning--report will include Winter/Spring and Summer adoptions (note: Winter/Spring will overlap with the late March report).
Late September for final Spring sales planning--report will include Winter/Spring, Summer, Fall adoptions (note: Winter/Spring, Summer will overlap with a late June report).
Late March for Summer and Fall sales planning--report will include Fall and Winter/Spring adoptions (note: Fall will overlap with the late September report).
Multi-semester courses may appear on the report term-over-term.
When a course is converted to one of the opportunities, it will no longer appear on the report for the next term and any historical terms (i.e., it will drop).
The Related VST Items are intended to surface that a digital product is available in the VitalSource ecosystem. It is not indicative of the correct product to offer a customer. This decision is left with the publisher based on their specific sales strategy.
| ⚠️ This report does not provide opportunity insights for institutions participating in TA or FA. |
Definition of filters
| Filter Name | Description | Usage Notes | |
| Publisher | The content owner of the VST Product that matches the ISBN in use. | Narrow results to a specific publisher company (if applicable).
| |
| Institution | Name of the institution (Manage company name) | Narrow to a specific Institution | |
| State or Province | State or province where the institution is located | Narrow to a specific state or province | |
| PI Institution Indicator | Indicates if PI Integration is set up for courseware
| Narrow to PI Institutions |
Definition of fields
| Field Name | Description | ||
| Available Opportunity | The most relevant opportunity to pursue, based on the institution’s program model:
| ||
| PI Institution Indicator | Indicates if PI Integration is set up for courseware Does not include future intended PI Integration | ||
| Term | Standardized term name, based on term start date | ||
| Adopted Item | ISBN the institution has adopted | ||
| Item Name | Title information from the institution for the item they are using | ||
| Edition | Edition information from the institution for the item they are using | ||
| Term Start Date | Term start date for the course using the material | ||
| Institution | Name of the institution (Manage company name) | ||
| Campus Name | Name of the campus at the institution (provided by the institution) | ||
| IPEDS ID | Institution’s IPEDs number | ||
| State or Province | State or province where the institution is located | ||
| Instructor | Instructor name (provided by the institution) for the course | ||
| Instructor Email | Email address of the instructor (if available) | ||
| Department Code | Department code (provided by the institution) | ||
| Course Code | Course code (provided by the institution) | ||
| Section ID | Section code (provided by the institution) | ||
| Estimated Enrollment | Estimated enrollment for the section, where known (provided by the institution) | ||
| Title of Related Product at VST | Title of the related product in VitalSource inventory | ||
| Related Product at VST | Content kind of the related product in VitalSource inventory | ||
| Related Product Owner | Publisher company that owns the related product in VitalSource inventory | ||
| Author(s) | Author name(s) of the related product in VitalSource inventory | ||
| Related VBID at VST | VBID of a related digital product in VitalSource inventory
| ||
| Related Product Format at VST | Format of the related product in VitalSource inventory | ||
| Estimated Enrollment | Estimated enrollment of the section |