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.

TI invoiced leads, September 2026

1–9 of 9 · by invoice date

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TI invoiced leads, September 2026
LeadProductBrokerStatusInvoiced
2822LifeRheinfall AssekuranzHeld04.09.2026
3359Basic health (KVG)Lindenhof BeratungHeld05.09.2026
2928CarUetliberg BrokerHeld07.09.2026
3301Basic health (KVG)Aare Vorsorge AGHeld07.09.2026
3441Basic health (KVG)Aare Vorsorge AGHeld11.09.2026
3150Supplementary (VVG)Seeufer FinanzplanHeld16.09.2026
3068Basic health (KVG)Säntis PartnerHeld22.09.2026
3799Basic health (KVG)Alpenblick Broker GmbHHeld23.09.2026
3380Basic health (KVG)Aare Vorsorge AGHeld30.09.2026
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 canton = 'TI'
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 canton = 'TI'

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