Purpose
Provides channel managers with actionable insights into their business with VitalSource. This includes opportunities, operational readiness, and enrollment and participation insights.
Dashboard Notes
- The access filter will automatically filter the report to only show details related to a user’s company (in Manage) associations.
- Generally, data present in this board is for the current term, unless otherwise indicated. (See each tile below).
Definition of filters
| Filter Name | Description | Usage Notes |
|---|---|---|
| Publisher | Name of the publisher (Manage Company Name) |
Definition of tiles
| Tile Name | Description | |
|---|---|---|
| 1 | Conversion Opportunities |
Provides the total number of opportunities to convert business to PI, CA, or Digital. (Reference: Opportunity Strategy Planning Report) Data present in this tile is for: current term |
| 2 | Conversion to PI |
Provides the total items available to convert to PI. (Reference: Opportunity Strategy Planning Report) Data present in this tile is for: 1 month ago through 4 months from now |
| 3 | # of Stuck Samples |
Data present in this tile is for: current term |
| 4 | Opportunity by Institution |
Compares the institutions where you have affordability programs to all institutions with affordability programs. (Reference: Access Programs by Institution Report) Data present in this tile is for: previous term through 1 future term |
| 5 | Opportunity by Program Model |
Compares the institutions where you have access programs to all institutions with access programs by program model. (Reference: Access Programs by Institution Report) Data present in this tile is for: current term |
| 6 | Assets with Sales and No Accessibility Claims | Number of unique titles that do not have any accessibility claims and have had sales in the last 18 months. (Reference: Active Product Accessibility Risk Report) |
| 7 | Assets with Accessibility Information |
Provides insight to the total available titles with at least one accessibility claim v. titles without any claims. (Reference: Active Product Accessibility Risk Report) Data present in this tile is for: current term and next term |
| 8 | Accessibility Metadata Tiers (Assets in Access Programs) |
Number of unique titles broken out by their metadata tier that have an adoption in an Access Program. (Reference: Day One Access Accessibility Report) |
| 9 | Upcoming Adopted Assets with Accessibility Claims |
Provides insight to adopted content for current term and next term where accessibility claims are available v. not available. (Reference: Day One Access Accessibility Report) Data present in this tile is for: current term and next term |
| 10 | Access Codes On-Hand vs. Needed |
Provides overall view of Codes On-Hand v. Codes Needed to fulfill orders. (Reference: Access Code Demand Report). Data present in this tile is for: current term and next term |
| 11 | PI Adoption Readiness |
Indicates if sections are ready for final-mile set up for the current and next term. (Reference: PI Term Readiness Report) Data present in this tile is for: all active courses (start date before today; end date after today) |
| 12 | # of Opt-Out Deadlines To Go |
Counts the unique opt-out deadlines for active courses that have yet to pass. (Reference: Access Programs Tracking Report) Data present in this tile is for: current term ahead of opt-out date |
| 13 | Opt-Out Rate (Current Term, Deadline Pending) |
Provides the current opt-out rate for active courses whose opt-out deadline has not yet passed. (Reference: Access Programs Tracking Report) Data present in this tile is for: current term ahead of opt-out date |
| 14 | Opt-Out Rate (Deadline Passed) |
Provides the total opt-out rate for active courses where the opt-out deadline has passed. (Reference: Access Programs Tracking Report) Data present in this tile is for: current term past opt-out date |
| 15 | Adoptions with High Opt-Out Rates |
Provides insight to today's adoptions with high opt-out rates where intervention is possible. (Reference: At-Risk Participation Intervention Report) Data present in this tile is for: current term and opt-out date within next 2 weeks |