Opportunity Strategy Planning Report

Overview

Provides insights into closed adoptions that will support sales opportunity planning for the next sales season. Insights identify opportunities where an institution is CA enabled but a section has not participated in CA, 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.

 

Key Questions This Report Answers

  • Which of my institutions have adoptions that could convert from print to digital, from non-CA to CA participation, or from non-PI to PI courseware integration?

  • Where are the highest-value opportunities to grow CA (Courseware Access) or PI (Partner Integration) participation for the next sales season?

  • What VitalSource digital product might match an institution's current print or non-participating adoption?


How to Use This Report

  1. Start with the filters — Narrow to a specific Institution, State/Province, or PI Institution Indicator to scope results. The Publisher filter will automatically show only companies you're associated with.

  2. Interpret the results — Review the Available Opportunity field to see the most relevant opportunity type (PI, PI (CA), CA, CA (Digital), or PI (Digital)) for each institution/section, and check the Related VST Item fields for a possible digital match.

  3. Take action — Use the opportunity and related-product information to inform your sales strategy conversations. Recommended pull times: late June (Winter/Spring planning), late September (final Spring planning), and late March (Summer/Fall planning) — see tip below.

💡 Tip: This report is limited to the current term and previous two terms. Multi-semester courses may appear term-over-term, and once a course converts to one of the listed opportunities it drops off the report for the current and all historical terms. This report does not provide opportunity insights for institutions participating in TA or FA. The Related VST Item information is intended only to surface that a digital product is available in the VitalSource ecosystem — it is not indicative of the correct product to offer, which remains a publisher decision based on your own sales strategy.


Filters

Filter Name

Description

Required?

Default Value

Example Values

Publisher

The content owner of the VST Product that matches the ISBN in use. Automatically limited to companies your account is associated with.

No

All associated publishers

"Example Publisher"

Institution

Name of the institution (Manage company name)

No

All

"Example University"

State or Province

State or province where the institution is located

No

All

"OH"

PI Institution Indicator

Indicates if PI Integration is set up for courseware. Does not include future intended PI Integration.

No

All

Yes / No

 

Fields & Metrics

Field Name

Description

Data Type

Example Value

Available Opportunity

The most relevant opportunity to pursue, based on the institution's program model: PI (set up for PI, courseware didn't use PI); PI (CA) (set up for PI and has a CA program, material not participating); CA (has CA program, material not participating — print or digital); CA (Digital) (print in use, digital format available); PI (Digital) (set up for PI, adopted print material has a corresponding courseware format available)

Text

"CA (Digital)"

PI Institution Indicator

Indicates if PI Integration is set up for courseware. Does not include future intended PI Integration.

Text

"Yes"

Term

Standardized term name, based on term start date

Text

"Fall 2026"

Adopted Item

ISBN the institution has adopted

Text

"9780000000001"

Item Name

Title information from the institution for the item they are using

Text

"Example Course Title"

Edition

Edition information from the institution for the item they are using

Text

"5th"

Term Start Date

Term start date for the course using the material

Date

"2026-08-25"

Institution

Name of the institution (Manage company name)

Text

"Example University"

Campus Name

Name of the campus at the institution (provided by the institution)

Text

"Main Campus"

IPEDS ID

Institution's IPEDS number

Number

"123456"

State or Province

State or province where the institution is located

Text

"OH"

Instructor

Instructor name (provided by the institution) for the course

Text

"Jane Doe"

Instructor Email

Email address of the instructor (if available)

Text

"jdoe@example.edu"

Department Code

Department code (provided by the institution)

Text

"BIOL"

Course Code

Course code (provided by the institution)

Text

"BIOL101"

Section ID

Section code (provided by the institution)

Text

"001"

Estimated Enrollment

Estimated enrollment for the section, where known (provided by the institution)

Number

"35"

Title of Related Product at VST

Title of the related product in VitalSource inventory

Text

"Example Digital Title"

Related Product at VST

Content kind of the related product in VitalSource inventory

Text

"eBook"

Related Product Owner

Publisher company that owns the related product in VitalSource inventory

Text

"Example Publisher"

Author(s)

Author name(s) of the related product in VitalSource inventory

Text

"Doe, J."

Related VBID at VST

VBID of a related digital product in VitalSource inventory. May not be the only possible digital product to deliver; if null, the VBID is the same as the "Adopted Item" ISBN.

Text

"9780000000002"

Related Product Format at VST

Format of the related product in VitalSource inventory

Text

"eBook"

 
Report Actions: No drill-down or clickable fields are currently configured on this report.

Frequently Asked Questions

Q: Why did a course disappear from the report?
A: Once a course is converted to one of the opportunity types (e.g., moved to CA or PI participation), it will no longer appear on the report for the current term or any historical terms.

Q: Why do future-term numbers change between report pulls?
A: Future term data is still evolving and can change as terms are finalized. Treat future-term figures as directional and subject to change.

Q: Does this report cover TA or FA participation?
A: No — this report does not provide opportunity insights for institutions participating in TA or FA.

Was this article helpful?