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 invoiced leads, September 2026

1–22 of 22 · by invoice date

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Seeufer Finanzplan invoiced leads, September 2026
LeadCantonProductStatusInvoiced
2996ZHBasic health (KVG)Held04.09.2026
3160BSCarHeld04.09.2026
3255FRLifeHeld07.09.2026
2859ZHBasic health (KVG)Held11.09.2026
3391ZHBasic health (KVG)Held13.09.2026
3397BEBasic health (KVG)Held15.09.2026
2994ZHCarHeld15.09.2026
3404VDSupplementary (VVG)Held15.09.2026
3150TISupplementary (VVG)Held16.09.2026
3188ZHBasic health (KVG)Held17.09.2026
3515GEBasic health (KVG)Held17.09.2026
2977AGSupplementary (VVG)Held18.09.2026
3266GEBasic health (KVG)Held18.09.2026
3777FRSupplementary (VVG)Held21.09.2026
3088FRBasic health (KVG)Held22.09.2026
3683FRSupplementary (VVG)Held23.09.2026
3615BEBasic health (KVG)Held24.09.2026
3484LULifeHeld24.09.2026
3570SGBasic health (KVG)Held28.09.2026
3844ZHBasic health (KVG)Held28.09.2026
4031BEBasic health (KVG)Held29.09.2026
3775ZHBasic 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 = 'Seeufer Finanzplan'
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 = 'Seeufer Finanzplan'

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