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.

Bergsee Finanz invoiced leads, September 2026

1–24 of 24 · by invoice date

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Bergsee Finanz invoiced leads, September 2026
LeadCantonProductStatusInvoiced
3251VDBasic health (KVG)Held01.09.2026
2988BEBasic health (KVG)Held02.09.2026
2893VDCarHeld03.09.2026
2737BEBasic health (KVG)Held03.09.2026
3155LUBasic health (KVG)Held04.09.2026
3055SGLifeHeld08.09.2026
2840ZHBasic health (KVG)Held09.09.2026
3129LUBasic health (KVG)Held09.09.2026
3025GEBasic health (KVG)Held09.09.2026
2664LUBasic health (KVG)Held10.09.2026
3200ZHBasic health (KVG)Held11.09.2026
2914VDBasic health (KVG)Held12.09.2026
3656ZHSupplementary (VVG)Held14.09.2026
3138VDBasic health (KVG)Held16.09.2026
2942VDSupplementary (VVG)Held16.09.2026
3561VDBasic health (KVG)Held17.09.2026
3205VDBasic health (KVG)Held17.09.2026
3823AGBasic health (KVG)Held24.09.2026
3270BELifeHeld24.09.2026
3517ZHBasic health (KVG)Held26.09.2026
3556BSBasic health (KVG)Held27.09.2026
3650ZHBasic health (KVG)Held29.09.2026
3681VDBasic health (KVG)Held30.09.2026
3869VDBasic 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 invoiced_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and invoiced_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and broker = 'Bergsee Finanz'
order by invoiced_at, lead_id
limit 50 offset 0

The row count

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

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