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 contracts, September 2026

1–24 of 24 · by contract date

Download CSV
24 shown More columns
Seeufer Finanzplan contracts, September 2026
LeadCantonProductStatusContract
3266GEBasic health (KVG)Held01.09.2026
3404VDSupplementary (VVG)Held02.09.2026
3391ZHBasic health (KVG)Held03.09.2026
3515GEBasic health (KVG)Held06.09.2026
3188ZHBasic health (KVG)Held08.09.2026
3088FRBasic health (KVG)Held08.09.2026
3615BEBasic health (KVG)Held09.09.2026
3484LULifeHeld12.09.2026
3775ZHBasic health (KVG)Held12.09.2026
3683FRSupplementary (VVG)Held13.09.2026
3844ZHBasic health (KVG)Held14.09.2026
3570SGBasic health (KVG)Held14.09.2026
3777FRSupplementary (VVG)Held15.09.2026
3439BEBasic health (KVG)Held17.09.2026
4055FRBasic health (KVG)Held19.09.2026
3813ZHBasic health (KVG)Held19.09.2026
3927BEBasic health (KVG)Held20.09.2026
3832BEBasic health (KVG)Held20.09.2026
4031BEBasic health (KVG)Held20.09.2026
3707ZHBasic health (KVG)Held22.09.2026
4001FRBasic health (KVG)Held24.09.2026
4122BEBasic health (KVG)Held28.09.2026
4119ZHBasic health (KVG)Held29.09.2026
4370GEBasic health (KVG)Held30.09.2026
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 contract_signed_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and contract_signed_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and broker = 'Seeufer Finanzplan'
order by contract_signed_at, lead_id
limit 50 offset 0

The row count

select count(*) as total
from leads
where contract_signed_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and contract_signed_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  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.