Power BI Integration

Do you need reliable figures in Power BI regarding fixed costs, renewals, and deadlines? ContractHero provides structured contract data so that dashboards are based on actual contracts rather than manual lists.

Hundreds of leading companies manage their contracts with ContractHero

Leon Jakupi
Managing Director, MMB Velbert

“Integrating ContractHero into Power BI has completely transformed our reporting: We now plan with 25% greater precision, identify areas requiring action sooner, and are able to manage our contract-related costs much more effectively.”

The challenge

Incomplete reports not related to a contract

In many companies, reporting lacks precisely the context needed to make decisions reliable. Without contract data, reports remain incomplete because ongoing obligations, expiration dates, cancellation windows, and cost structures aren’t properly incorporated. This can skew decisions because key metrics cannot be traced back to the underlying contracts. Additionally, there is a timeliness issue: When figures are manually compiled before meetings, they are often already outdated by the next update.

Using Contract Data in Power BI Reporting

The Power BI integration connects ContractHero—as the central source of contract data—with your existing reporting systems. This makes contract metrics visible right where planning and decision-making take place, eliminating the need to manually compile data from documents or lists. Changes are still managed in ContractHero and, after a refresh in Power BI, are available for evaluation and analysis, ensuring that reporting is based on a consistent data set.

How it works in practice

Use the standard report directly:
ContractHero provides a ready-made Power BI report as a template, including sample data.
From the big picture to the details:
Start at the management level and drill down to the contract level.
Real-time database:
Update changes in ContractHero manually before meetings or automatically overnight.
Customize templates:
‍You can customize and further develop thetemplate in your own Power BI setup.
Book a demo

How does the Power BI integration work?

In the webinar recording, you can see how MMB Velbert integrated ContractHero as a data source in Power BI.

Use Case: MMB Velbert - Missing Contract Data in Management Reporting

Much like at MMB Velbert, reporting on contractually agreed revenues and expenses is often inaccurate, opaque, and out of date in many companies. There is frequently a lack of insight into which contracts underlie the key figures and what causes discrepancies. The result: costs and obligations become difficult to manage, potential savings remain hidden, and decisionsare based more on assumptions than on a transparent data foundation.

With Power BI integration:
Up-to-date figures available upon refresh, either automatically (e.g., overnight via a script) or manually shortly before a management meeting
The relevant contracts are visible directly from the overview: With a single click, you can view the respective lease agreements, including their term, notice period, and costs
Critical cancellation windows and expiration dates are displayed in the management overview ( e.g., next 30, 60, 90 days) so that the need for action can be identified early on.

Real-world results: MMB Velbert

20%
lower contract costs
25%
More precise liquidity planning
30%
less administrative work
100%
 Contract overview

What exactly can you expect?

Keeping Track of Deadlines

Termination windows and expiration dates are displayed early on in management reports, rather than being hidden in PDFs.

Navigate

Keep your numbers up to date by refreshing them—either automatically overnight or manually before meetings.

The figures show

Each metric can be traced back to the list of contracts, so it is clear which contracts make up the total.

Streamline reporting

Faster responses, because the standard report provides an immediate overview and doesn't have to be created manually every time.

What our customers say

In the past, searching for contracts took 10 to 15 minutes – today, we can find everything in a matter of seconds. With ContractHero, we save time every day, meet ISO requirements, and have full control over our contract management.

Maria Kruber
SVP/CFO at Wire

ContractHero takes our contract management to a whole new level: contracts become a real basis for decision-making. This has freed up liquidity and saved us over €100,000 in the first year .

Stefan Truthän
Managing Partner at hhpberlin

"Today, we know exactly which contracts are active, which deadlines are coming up, and where payments are due. This saves a lot of time and gives us peace of mind."

Daniel Fischer
Head of Finance at empact

ContractHero is user-friendly, efficient, and offers complete transparency. Without ContractHero, data would be difficult to find—this saves a considerable amount of time. It is particularly helpful in the financial sector for keeping track of costs and deadlines.

Ferdinand Neumann
Head of Finance & Controlling at DINA

Previously, our contracts were spread across various tools, which was confusing and time-consuming. With ContractHero, we have centralized everything, created clear structures, and accelerated processes tenfold. We can now find contracts in less than a minute.

Florian Bell
Managing Director at Natsana GmbH

With ContractHero, we save around 20% of the legal team's working time – through centralized storage, automated workflows, and structured deadline management. Our collaboration is more transparent, faster, and significantly more secure.

Lukas Berg
Legal Counsel at Schüttflix GmbH

Awards

Recommended by customers, recognized as market leader
Recommendations

Top rated on OMR Reviews, Trusted, G2, and others

Our customers value ContractHero for efficiency, reliability and first-class support.

A clear overview of your contracts in 30 minutes – live in the demo

Book a demo

Frequently asked questions

What contract data can be analyzed in Power BI?

Typical examples include contract terms, notice periods, expiration dates, costs, contracting parties, categories, responsibilities, and units. The metrics available in the dashboard depend on which fields are maintained in ContractHero

Can the report be customized to fit our reporting needs?

Yes. The standard report serves as a template. Customizations and further development are carried out within your own Power BI setup, provided you have in-house Power BI expertise or with the support of a partner.

How up-to-date is the data in Power BI?

Changes are made in ContractHero and become visible in Power BI after a refresh. The refresh can be scheduled to run automatically—for example, overnight—or performed manually before meetings.

Who stands to benefit most from Power BI integration?

This is especially useful for teams that regularly need contract data for management and planning purposes, such as executive management, finance, and operations. It is particularly helpful when questions about fixed costs, obligations, expiration dates, and critical deadlines need to be answered quickly on a regular basis.

Do we need to set up a new Power BI environment?

No. The integration is designed to make ContractHero contract data available within your existing Power BI environment. The standard report serves as a quick introduction.

How much work does setting it up involve?

You can get started quickly, as a standard report is available as a template. The exact implementation depends on which fields and analyses are required in the reporting.