I have a customer that wants a report that shows:
Rep name, number of deal, deal missing ANY of their 9 custom buying roles.
A contact can have more than 1 of their buying roles
How would I show if any of the 9 buying roles were missing if there can be more than 1 contact and each contact can have more than 1 role. Is there a way to reference the multi-picklist and look for the values and not by contact?
Hi @Huntscape-Ops,
This would require the use of association labels and assisting lists: Create and use association labels
Association labels are required because of the point you mentioned: If the buying role is just a value in a contact property, the person might hold a different role towards deal A than deal B. The only way to document the role in regard to the relationship to a deal is via association labels.
Once you have these set up, you would set up 9 deal lists: each list filtering for deals associated to at least contact with the required association label: Create segments
Once you have these 9 lists, you can check for deals which are not a member of at least one list. Those are the ones that are missing a specific buying role. This logic can be applied to one bigger deal list (deal is not a member of list 1 or list 2 or list 3 or list 4…), or, and that’s what I’d recommend, to set up deal tags: Create color-coded object tags
Create a deal tag that displays when a deal is not a member of list 1 and then displays “Buying role 1 is missing” and repeat for all other roles. You might not want to do this for all deal stages as new deals would probably show too many tags, but you get the idea 
Best regards!
