Integrate contract management and reporting with ContractHero and Power BI

ContractHero centrally organizes your contract data and makes it available for use in Power BI. This allows costs, deadlines, terms, and obligations to be reflected in your reports—with full traceability down to the contract level.

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, as deadlines, costs, and obligations are not accurately reflected. The contracts underlying a key metric are often not immediately traceable, leaving the basis for important figures unclear. Added to this is a timeliness issue: when figures are compiled manually before meetings, they are often outdated shortly thereafter.

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.
Schedule 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

Similar to the situation 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 decisions are based more on assumptions than on a transparent data foundation.

With the Power BI integration, you can:

Current figures are updated automatically (e.g., overnight via a script) or manually shortly before a management meeting
You can open the relevant contracts directly from the overview: With a single click, you can view 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?

Keep track of contract costs

Recurring costs, payment intervals, and obligations are managed via reports rather than manually.

Identify deadlines early

Termination windows and expiration dates are displayed in the reports before action becomes necessary.

Improve planning

Contract data is incorporated in a structured manner into forecasts, liquidity planning, and management reporting.

Less Excel, less coordination

Less manual preparation, fewer follow-up questions, less uncertainty before meetings.

What our customers say

“After just two months, the investment in ContractHero had already paid for itself”

Jan Kaeten
Group CFO at The Relevance Group

“It used to take 10 to 15 minutes to find a contract—now we can find everything in just a few seconds.”

Maria Kruber
SVP/CFO at Wire

“In our first year, we saved over €100,000 with ContractHero.”

Stefan Truthän
Managing Partner at hhpberlin

“Today, we know exactly which contracts are active, which deadlines are approaching, and which payments are due. This saves us a lot of time and gives us peace of mind.”

Daniel Fischer
Head of Finance at empact

"ContractHero is user-friendly, efficient, and offers full transparency —especially when it comes to finances."

Ferdinand Neumann
Head of Finance & Controlling at DINA

"We can now find contracts in less than a minute —ten times faster than before."

Florian Bell
Managing Director at Natsana GmbH

"With ContractHero, we save about 20% of our legal team's working hours."

Lukas Berg
Legal Counsel at Schüttflix GmbH

Awards

Recommended by customers, recognized as the 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.