SDI Lab / BI cockpit Demo on a made-up Swiss insurance-lead business, data as of 28.10.2026 18:00. Names, brokers and numbers are invented.

Seeufer Finanzplan appointments, September 2026

1–50 of 59 · by appointment date

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Seeufer Finanzplan appointments, September 2026
LeadCantonProductAppointmentStatus
3515GEBasic health (KVG)01.09.2026Held
3391ZHBasic health (KVG)02.09.2026Held
3477BEBasic health (KVG)03.09.2026Held
3088FRBasic health (KVG)03.09.2026Held
3612ZHBasic health (KVG)04.09.2026Held
3615BEBasic health (KVG)05.09.2026Held
3594AGBasic health (KVG)05.09.2026Held
3218LUBasic health (KVG)05.09.2026Held
3659BEBasic health (KVG)06.09.2026Held
3683FRSupplementary (VVG)07.09.2026Held
3689BELife07.09.2026Held
3777FRSupplementary (VVG)09.09.2026Held
3664GESupplementary (VVG)09.09.2026Held
3775ZHBasic health (KVG)10.09.2026Held
3813ZHBasic health (KVG)10.09.2026Held
3870ZHBasic health (KVG)11.09.2026Held
3844ZHBasic health (KVG)11.09.2026Held
3832BEBasic health (KVG)11.09.2026Held
3484LULife11.09.2026Held
3570SGBasic health (KVG)13.09.2026Held
3893FRBasic health (KVG)13.09.2026Held
3927BEBasic health (KVG)13.09.2026Held
3439BEBasic health (KVG)14.09.2026Held
3500ZHSupplementary (VVG)14.09.2026Held
3464BEBasic health (KVG)15.09.2026Held
4031BEBasic health (KVG)16.09.2026Held
3983ZHBasic health (KVG)17.09.2026Held
3448FRBasic health (KVG)17.09.2026Held
4000LUBasic health (KVG)17.09.2026Held
3645ZHSupplementary (VVG)18.09.2026Held
4072VDBasic health (KVG)18.09.2026Held
4055FRBasic health (KVG)18.09.2026Held
3567SGSupplementary (VVG)19.09.2026Held
4164ZHBasic health (KVG)19.09.2026Held
4001FRBasic health (KVG)20.09.2026Held
3707ZHBasic health (KVG)20.09.2026Held
4223SGLife21.09.2026Held
4219BSCar22.09.2026Held
3505FRCar22.09.2026Held
4119ZHBasic health (KVG)22.09.2026Held
3911LUBasic health (KVG)24.09.2026Held
3609FRBasic health (KVG)24.09.2026Held
3695LUBasic health (KVG)24.09.2026Held
3718SGSupplementary (VVG)25.09.2026Held
4370GEBasic health (KVG)25.09.2026Held
4272ZHBasic health (KVG)25.09.2026Held
4052BELife26.09.2026Held
4412AGSupplementary (VVG)26.09.2026Held
4459SGBasic health (KVG)27.09.2026Held
4184BEBasic health (KVG)27.09.2026Held
How it's calculated

These rows

select lead_id, created_at, channel, canton, product, broker, appointment_at, appointment_status, contract_signed_at, invoiced_at, invoice_amount_chf
from leads
where appointment_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_status in ('scheduled', 'held')
  and broker = 'Seeufer Finanzplan'
order by appointment_at, lead_id
limit 50 offset 0

The row count

select count(*) as total
from leads
where appointment_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_status in ('scheduled', 'held')
  and broker = 'Seeufer Finanzplan'

The app runs these queries with parameters; here the values are written in, so they can be read or pasted into psql.