Bring CRM reporting into the wider picture.
Keep the pipeline context.

Translate Salesforce objects, reports and formulas into Power BI reporting work. Review the relationships and numbers that make the result useful to your business.

Explore your workflow Change platform

SALESFORCE. YOUR NEXT CHAPTER.

Start withSalesforce objects, reports and formulas
Work with CoDashTranslate reporting logic and relationships
Your team reviewsPower BI output for a parity review

The pillars, in your platform

From CRM reporting to a reviewed BI result.

CoDash coverage here is Salesforce reporting conversion to Power BI. It does not include native Salesforce report authoring or a separate rationalization workflow.

Start with the objects and reporting logic.

Analyze with Salesforce

You bringSelected Salesforce reporting assets
CoDash helps youInspect objects, fields, formulas and relationships
You take forwardSource context for the conversion

Analysis here supports the Salesforce-to-Power BI workflow; a separate portfolio rationalization capability is not included.

Explore Analyze Solution: Estate assessment See this workflow

Give the CRM logic a target reporting model.

Migrate with Salesforce

You bringSalesforce reports, dashboards and formula fields
CoDash helps youTranslate formulas and map model relationships
You take forwardA Power BI model and report plan

The supported direction is Salesforce to Power BI. Your team reviews translated logic and source-to-target gaps.

Explore Migrate Solution: Platform modernization See this workflow

Make the parity review part of the handoff.

Manage with Salesforce

You bringGenerated Power BI assets
CoDash helps youReview validation findings and reporting differences
You take forwardA reviewed target package and follow-up work

Confirm filters, formulas and reporting totals with business owners before accepting the result.

Explore Manage Solution: BI operations See this workflow

Your team reviews the result and decides what reaches production. For recurring work, explore Automate workflow design (preview); execution scope is confirmed per workflow.

Choose the right focus

What should carry into the BI view?

Scroll to compare all columns

Salesforce: priorities, capabilities and review
Your priority	CoDash supports	Your team reviews
Objects and relationships	Source exploration and target-model mapping	How the selected business records relate
Formulas and report logic	Translation into Power BI concepts	Calculation results and filtering behavior
Dashboards and reporting	Target reporting plan and parity review	The totals and business questions the result must answer

An example in practice

A pipeline report that can be reviewed beyond CRM.

An illustrative Salesforce scenario. Your team confirms scope and acceptance for its own reporting.

A possible Salesforce review journey

UnderstandInspect opportunity fields, relationships and report filters.
Work through the changeTranslate the selected formulas and reporting logic into Power BI.
Review the resultCompare the target pipeline totals with the agreed Salesforce examples.