Audience: System Administrators, Power Users
Overview
Contract Eagle provides rich contract and workflow data through its secure API. Power BI is a powerful business intelligence tool that lets you combine, visualise, and explore data from multiple sources in interactive dashboards.
By integrating Contract Eagle with other business systems — such as finance, procurement, CRM, or invoicing platforms — you can move beyond simple contract reporting and gain a complete, cross-functional view of contract performance and its wider business impact.
This article explains what’s possible with the Contract Eagle + Power BI integration, how to get started, and recommended steps for building meaningful, high-impact dashboards.
What Contract Eagle data can be used?
Contract Details (contract type, contract status, business unit, role, counterparty)
Contract Dates (entry, start, expiry, renewal, approval)
User-Defined fields (e.g. contract value, risk rating, territory/region)
Workflow steps & approval cycle times
What you can do with CE + Power BI
Real-Time Contract Insights
Total active contracts by business unit, contract type, status, etc,
Counterparty activity,
Owner performance metrics.
Workflow & Approval Analytics
Average approval time.
Median approval time and distribution of approval durations.
Bottlenecks by step, rule, or user.
Top-performing approvers and areas needing support.
Cross-System Integration
Combine contract data with financial results (e.g., spend, revenue, invoice status), HR systems and procurement platforms (e.g., supplier performance), spreadsheets,
Bring in spreadsheet-based data (Excel, SharePoint, OneDrive),
Connect supplier, customer, project, or cost data to contract records,
Build role-specific dashboards for legal, procurement, finance, or leadership teams.
Data flow overview: how it works
Contract Eagle exposes a REST and GraphQL API that can be queried from Power BI’s Power Query engine. Power BI supports:
Direct API calls,
Scheduled data refresh when reports are published to the Power BI Service.
The API responses are then transformed into structured tables using Power Query.
Note: All this is retrieved securely and respects user permissions
For a general overview of our API and authentication, please read the article Contarct Eagle API
Once the report is published to the Power BI Service:
Set scheduled refresh,
Connect to files in OneDrive/SharePoint or Azure,
Keep dashboards updated automatically.
Getting started - Step-by-step
Below is an outline to help you build your first Power BI integration with Contract Eagle.
Step 1 — Prepare API access
Confirm your access rights and allowed scopes from the Security > Users menu.
Get your Contract Eagle API keys from the Actions > API Keys menu.
Review the API endpoints you’ll need (e.g., contracts, approvalHistory, userDefinedFields).
Step 2 — Build power query data load
In Power BI Desktop:
Click Get Data > Blank Query.
Open Advanced Editor.
Paste your GraphQL or REST call code converted into Power BI M code.
Set request headers to include your API key and API URL.
Use the following format for the API URL:
https://[yourorganisation]-connect.contracteagle.com
Where [yourorganisation] is the prefix of your Contract Eagle application.
e.g.: If you access the Contract Eagle application from https://acme.contracteagle.com, Contract Eagle Connect would be accessed from https://acme-connect.contracteagle.com
Example setup (GraphQL):
The following GraphQL query example is based on the Contract Eagle API documentation. It retrieves detailed contract information, including:
Contract ID and title,
Contract type and business unit,
Approval history and workflow status,
Counterparties and contract owners,
User-defined fields,
Key contract dates.
query getContract(
$getContractFilter: ContractFilterInput
$getFirst: Int
$getAfter: String
) {
contractDetails(
inputFilter: $getContractFilter
first: $getFirst
after: $getAfter
) {
pageInfo {
hasNextPage
hasPreviousPage
}
nodes {
contractId
contractTitle
contractTypeSummary {
contractTypeDescription
}
dateEnteredUtc
contractBusinessUnit {
businessUnitDescription
}
contractApprovalHistory {
approvalDateTimeUtc
approvalRule {
approvalRuleName
approvalRuleId
}
approvalStatus
userId
approvingUserDetails {
firstNames
lastName
}
}
contractStatus {
statusTypeDescription
statusTypeId
}
contractCounterparties {
counterpartyOrganization {
counterpartyName
}
}
contractUserDefinedFields {
userDefinedFieldId
numericValue
valueAsString
dropDownItemId
}
contractOwners {
contractRoleRoleType {
roleTypeId
roleTypeTitle
}
personName
}
contractDates {
contractDateType {
dateTypeId
dateTypeTitle
}
contractId
simpleDateSpecifiedDate
advancedDateDetails {
specifiedDate
relativeToDateDetails {
relativeToDateTypeId
relativeToDateType {
dateTypeId
dateTypeTitle
}
offsetDurationType
offsetDuration
}
recurringDateDetails {
recurringDateDurationType
recurrenceDuration
stopRecurringDateDetails {
specifiedDate
endRecurrenceAfterType
numberOfRecurrences
}
}
}
calculatedEventDates {
nextEventDate
lastEventDate
nextReminderDate
lastReminderDate
}
}
}
}
}
In this example, the variables include:
Only active contracts,
User-defined fields: ID 22 (Contract Value) and ID 1032 (Risk Rating).
{
"getContractFilter": {
"includeUserDefinedFieldIds":[22, 1032],
"contractFilterSet" : [
{
"activeContracts": true
}
]
},
"getFirst":null,
"getAfter":null
}
Step 3 — Build DAX metrics
You can build DAX metrics to analyse your contract data in detail.
In Power BI, go to the Modeling > New Measure menu to create custom calculations.
For example, you might calculate overdue contracts, track average contract duration, measure approval times, or monitor owner performance/workload.
These metrics help turn raw contract data into actionable insights, enabling you to create interactive dashboards and reports tailored for legal, finance, procurement, or leadership teams.
Example DAX metric for average approval time:
Average Approval Time (Days) =
AVERAGE(ContractApprovalSteps[Approval Step Duration (Days)])
Example DAX measure to count overdue contracts, where an active contract’s end date is earlier than today:
Overdue Count =
CALCULATE(
COUNTROWS( 'ContractsSummary' ),
FILTER(
'ContractsSummary',
NOT( ISBLANK( 'ContractsSummary'[EndDate] ) ) &&
'ContractsSummary'[EndDate] < TODAY()
)
)
Step 4 — Design dashboard pages
Once your data and metrics are ready, you can design interactive dashboard pages in Power BI.
Arrange visuals such as tables, charts, and cards to highlight key contract insights - like overdue contracts, approval workflows, or counterparty activity.
Use filters, slicers, and drill-throughs to allow users to explore data by contract type, business unit, contract status, counterparty or owner.
Thoughtful layout and clear visualization make it easy for legal, finance, procurement, or leadership teams to monitor performance and make informed decisions.
Security & Permissions
When integrating Contract Eagle with Power BI, it’s important to maintain data security:
Keep API keys secure — treat them like passwords and do not share publicly.
Use the least-privilege key scope — only grant access needed for the specific metrics or reports.
Set up row-level security in Power BI — if your dashboard shows sensitive contract data to mixed audiences, ensure users only see the data they are permitted to view.
Manage Power BI Service workspace permissions — control access carefully, especially when sharing dashboards externally.
Following these best practices helps protect sensitive contract information while enabling effective reporting and analytics.
Need help?
Does this sound complex, or do you lack the internal resources to build the integration?
Contract Eagle can help.
Our team can assist with setup, dashboard design, and best-practice guidance.
Reach out to Support at [email protected].