Appointments (Operations)

Every broker appointment that is scheduled or held, counted on the appointment day. Owner: Operations.

Why other departments count differently →

name: appointments_operations
label: Appointments
noun: appointments
description: Every broker appointment that is scheduled or held, counted on the appointment day.
measure: lead_count
time_basis: appointment_at
filter:
  dimension: appointment_status
  op: in
  values: [scheduled, held]
owner: operations
certified: true

select count(distinct lead_id) as value
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')

select to_char(appointment_at at time zone 'Europe/Zurich', 'YYYY-MM') as period,
       count(distinct lead_id) as value
from leads
where appointment_at >= timestamp '2026-04-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_at < timestamp '2026-11-01 00:00:00' at time zone 'Europe/Zurich'
  and appointment_status in ('scheduled', 'held')
group by 1
order by 1

select channel as label,
       count(distinct lead_id) as value
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')
group by 1
order by 2 desc, 1
limit 50

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