User task focus and guidance for recurring revenue asset management

A computer-implemented method comprising:

• comparing a plurality of attributes of each of a plurality of data objects associated with a renewal sales opportunity to a plurality of defined characteristics for a playbook of a plurality of playbooks, the plurality of attributes defining a focus category for each data object, each playbook comprising a plurality of stages of a renewal sales process, one or more of the plurality of stages further comprising one or more sub-stages, each stage and sub-stage comprising a configurable sequence of actions for moving the renewal sales opportunity toward a successful closing during a target time period;
• selecting the playbook from the plurality of playbooks for use with the renewal sales opportunity based on the comparing;
• selecting a user of a plurality of users based on the focus category for the renewal sales opportunity and a priority assigned to the focus category;
• causing a graphical user interface displayed to the selected user to indicate a sequence of one or more suggested future actions to be performed by the user in association with the renewal sales opportunity, the sequence of one or more suggested future actions being defined by the playbook based on a current context of one or more data object instances associated with the renewal sales opportunity, wherein the current context of the one or more data object instances is based on completed actions in the sequence of actions in each stage and sub-stage of the selected playbook;
• detecting a change in the current context of one or more of the plurality of data objects;
• and
• causing, in response to the detecting of the change in the context, the graphical user interface displayed to the selected user to reflect at least one different suggested future action.

A system comprising:

• computer hardware configured to perform operations comprising:
• comparing a plurality of attributes of each of a plurality of data objects associated with a renewal sales opportunity to a plurality of defined characteristics for a playbook of a plurality of playbooks, the plurality of attributes defining a focus category for each data object, each playbook comprising a plurality of stages of a renewal sales process, one or more of the plurality of stages further comprising one or more sub-stages, each stage and sub-stage comprising a configurable sequence of actions for moving the renewal sales opportunity toward a successful closing during a target time period;
• selecting the playbook from the plurality of playbooks for use with the renewal sales opportunity based on the comparing;
• selecting a user of a plurality of users based on the focus category for the renewal sales opportunity and a priority assigned to the focus category;
• causing a graphical user interface displayed to the selected user to indicate a sequence of one or more suggested future actions to be performed by the user in association with the renewal sales opportunity, the sequence of one or more suggested future actions being defined by the playbook based on a current context of one or more data object instances associated with the renewal sales opportunity;
• detecting a change in the current context of one or more of the plurality of data objects;
• and
• causing, in response to the detecting of the change in the context, the graphical user interface displayed to the selected user to reflect at least one different suggested future action.