“Contracts Expiring Soon”
Autotask PSA Datto RMM Datto Backup Microsoft 365 SmileBack HubSpot IT Glue All reports
AI-GENERATED REPORT
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Which contracts are expiring soon and how is the contract portfolio distributed?

Contracts Expiring Soon

A data-driven analysis of contracts expiring soon from your Power BI environment, with breakdowns and actionable findings.

Built from: Autotask PSA
How this report was made
1
Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Pre-built MSP semantic model, 50+ measures
3
AI via MCP
Claude or ChatGPT writes DAX queries, executes them, formats output
4
This Report
KPIs, breakdowns, trends, recommendations
Ready in < 15 min
Want to run this report against your own Autotask PSA data?
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Contracts Expiring Soon

This report analyzes contracts expiring soon using data from Autotask PSA.

The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.

Who should use this: Account managers, finance teams, and MSP owners managing renewals

How often: Monthly for pipeline review, 90 days before expiry for renewal preparation

Time saved
Tracking contract dates across hundreds of clients in spreadsheets is error-prone. This report automates it.
Revenue protection
Missed renewals mean lost revenue. This report ensures every expiring contract gets attention.
Negotiation prep
Contract value, history, and service data in one view for informed renewal conversations.
Report categoryContract Management
Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue
RefreshReal-time via Power BI
Generation timeUnder 15 minutes
AI requiredClaude, ChatGPT or Copilot
AudienceAccount managers, finance teams
Where to find this in Proxuma
Power BI › Contracts › Contracts Expiring Soon
What you can measure in this report
Summary Metrics
Contracts by Type
Revenue by Company
Monthly Revenue Trend
Analysis
Recommended Actions
Frequently Asked Questions
TOTAL REVENUE
TOTAL CONTRACTS
AI-Generated Power BI Report
Contracts Expiring Soon

A data-driven analysis of contracts expiring soon from your Power BI environment, with breakdowns and actionable findings.

Demo Report: This report uses synthetic data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.
1.0 Summary Metrics
TOTAL REVENUE
1,889
All contracts
TOTAL CONTRACTS
1,377
72.9% of total
View DAX Query — Summary query 
EVALUATE ROW("Total Contracts", COUNTROWS('BI_Autotask_Contracts'), "Active", COUNTROWS(FILTER('BI_Autotask_Contracts', 'BI_Autotask_Contracts'[contract_status_name] = "Active")), "Expiring 90 Days", COUNTROWS(FILTER('BI_Autotask_Contracts', 'BI_Autotask_Contracts'[end_date] >= TODAY() && 'BI_Autotask_Contracts'[end_date] <= TODAY() + 90)), "Expiring 180 Days", COUNTROWS(FILTER('BI_Autotask_Contracts', 'BI_Autotask_Contracts'[end_date] >= TODAY() && 'BI_Autotask_Contracts'[end_date] <= TODAY() + 180)), "Already Expired", COUNTROWS(FILTER('BI_Autotask_Contracts', 'BI_Autotask_Contracts'[end_date] < TODAY() && NOT(ISBLANK('BI_Autotask_Contracts'[end_date])))))
What are these DAX queries? DAX (Data Analysis Expressions) is the formula language Power BI uses to query data. Each collapsible section below shows the exact query the AI wrote and ran. You can copy any query and run it in Power BI Desktop against your own dataset.
1.0 Contracts by Type

Distribution of contracts across types

63.9%
Recurring Service (1,207)
26.7%
Time & Materials (504)
9.2%
Block Hours (173)
0.3%
Fixed Price (5)
TypeCountExpiring 90d
Recurring Service1,20742
Time & Materials5040
Block Hours17325
Fixed Price50
View DAX Query — Contracts by Type query 
EVALUATE GROUPBY('BI_Autotask_Contracts', 'BI_Autotask_Contracts'[contract_type_name], "Count", COUNTX(CURRENTGROUP(), 'BI_Autotask_Contracts'[contract_id]), "Expiring_90d", SUMX(CURRENTGROUP(), IF('BI_Autotask_Contracts'[end_date] >= TODAY() && 'BI_Autotask_Contracts'[end_date] <= TODAY() + 90, 1, 0))) ORDER BY [Count] DESC
2.0 Revenue by Company

Revenue breakdown by company from billing data

Montgomery-Peck
214,468
Hahn Group
253,148
Wu-Jackson
321,669
Torres-Jones
255,698
Thompson, Contreras and R
320,831
Patterson, Riley and Laws
416,449
Richards, Bell and Christ
328,164
Burke, Armstrong and Morg
469,660
Price-Gomez
286,926
Little Group
1,431,177
CompanyExpiring Contracts
Fox, Conner and West4
Carr-Harrison3
Baker Ltd3
Murphy Ltd3
Sutton, Williams and Hodge3
Gibson, Green and Johnson3
Brown-Ellis3
Martin Group3
Barron Ltd3
Jackson, Garcia and Smith3
View DAX Query — Revenue by Company query 
EVALUATE TOPN(10, ADDCOLUMNS(GROUPBY(FILTER('BI_Autotask_Contracts', 'BI_Autotask_Contracts'[end_date] >= TODAY() && 'BI_Autotask_Contracts'[end_date] <= TODAY() + 180), 'BI_Autotask_Contracts'[company_id], "Expiring_Count", COUNTX(CURRENTGROUP(), 'BI_Autotask_Contracts'[contract_id])), "Company", LOOKUPVALUE('BI_Autotask_Companies'[company_name], 'BI_Autotask_Companies'[company_id], 'BI_Autotask_Contracts'[company_id])), [Expiring_Count], DESC) ORDER BY [Expiring_Count] DESC
3.0 Monthly Revenue Trend

Monthly revenue trend over the observed period

1,398,6881,234,5981,070,507906,417742,327 1,051,8871,341,613770,865 202502202504202506202508202510202512202601
QuarterContracts
Q2 202668
Q3 202659
Q4 202652
Q1 202745
Q2 202720
Q3 2027197
Q4 202724
Q1 202828
View DAX Query — Monthly Revenue Trend query 
EVALUATE GROUPBY(ADDCOLUMNS(FILTER('BI_Autotask_Contracts', NOT(ISBLANK('BI_Autotask_Contracts'[end_date]))), "End_Quarter", FORMAT('BI_Autotask_Contracts'[end_date], "YYYY-\QQ")), [End_Quarter], "Contracts", COUNTX(CURRENTGROUP(), 'BI_Autotask_Contracts'[contract_id])) ORDER BY [End_Quarter] DESC
5.0 Analysis

What the data is telling us

The data above paints a picture of contracts expiring soon across your MSP operations. Look for patterns, outliers, and trends that warrant attention. Each section includes the DAX query used, so you can drill deeper into any metric that catches your eye.

6.0 Recommended Actions
✓

1. Schedule Recurring Review

Set up a weekly or monthly review of contracts expiring soon metrics. Trends matter more than snapshots. Use the DAX queries in this report as your starting point.

✓

2. Connect Your Own Data

This report uses demo data. Connect Proxuma Power BI to your own Autotask PSA to generate this analysis from your real numbers.

7.0 Frequently Asked Questions
What data sources does the Contracts Expiring Soon report use?

This report pulls data from PSA through the Proxuma Power BI integration, using DAX queries against the live data model.

How often is this data refreshed?

The underlying Power BI dataset refreshes daily. Reports can be regenerated at any time for the latest figures.

Can I customize this contracts expiring soon report?

Yes. Proxuma reports are fully customizable. You can modify the DAX queries, add new sections, or adjust the analysis to match your specific MSP needs.

Proxuma Power BI · AI-Generated Report · proxuma.io/powerbi Generated in < 15 minutes via MCP · March 2026
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