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.

Referral invoiced leads, September 2026

1–36 of 36 · by invoice date

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Referral invoiced leads, September 2026
LeadCantonProductBrokerStatusInvoiced
2753VDCarAare Vorsorge AGHeld01.09.2026
3015LUBasic health (KVG)Rheinfall AssekuranzHeld01.09.2026
3326FRBasic health (KVG)Aare Vorsorge AGHeld02.09.2026
2856AGBasic health (KVG)Rheinfall AssekuranzHeld03.09.2026
3000ZHCarLindenhof BeratungHeld04.09.2026
2996ZHBasic health (KVG)Seeufer FinanzplanHeld04.09.2026
3256BEBasic health (KVG)Alpenblick Broker GmbHHeld04.09.2026
3155LUBasic health (KVG)Bergsee FinanzHeld04.09.2026
3359TIBasic health (KVG)Lindenhof BeratungHeld05.09.2026
3133BSBasic health (KVG)Säntis PartnerHeld05.09.2026
3131SGLifeAare Vorsorge AGHeld06.09.2026
3021VDBasic health (KVG)Alpenblick Broker GmbHHeld07.09.2026
2840ZHBasic health (KVG)Bergsee FinanzHeld09.09.2026
3025GEBasic health (KVG)Bergsee FinanzHeld09.09.2026
2965LUCarUetliberg BrokerHeld09.09.2026
3032BESupplementary (VVG)Uetliberg BrokerHeld10.09.2026
3533ZHBasic health (KVG)Uetliberg BrokerHeld10.09.2026
3081ZHBasic health (KVG)Säntis PartnerHeld10.09.2026
3201VDCarAlpenblick Broker GmbHHeld11.09.2026
3648AGBasic health (KVG)Alpenblick Broker GmbHHeld14.09.2026
3397BEBasic health (KVG)Seeufer FinanzplanHeld15.09.2026
3299ZHSupplementary (VVG)Lindenhof BeratungHeld15.09.2026
3138VDBasic health (KVG)Bergsee FinanzHeld16.09.2026
3216BESupplementary (VVG)Aare Vorsorge AGHeld17.09.2026
3130BSLifeAare Vorsorge AGHeld18.09.2026
3378GESupplementary (VVG)Aare Vorsorge AGHeld19.09.2026
3073LUBasic health (KVG)Alpenblick Broker GmbHHeld22.09.2026
3308VDBasic health (KVG)Aare Vorsorge AGHeld22.09.2026
3683FRSupplementary (VVG)Seeufer FinanzplanHeld23.09.2026
4089VDBasic health (KVG)Aare Vorsorge AGHeld23.09.2026
4173AGBasic health (KVG)Uetliberg BrokerHeld24.09.2026
3111ZHBasic health (KVG)Aare Vorsorge AGHeld24.09.2026
3399AGBasic health (KVG)Lindenhof BeratungHeld26.09.2026
4029FRCarRheinfall AssekuranzHeld28.09.2026
3522ZHBasic health (KVG)Aare Vorsorge AGHeld28.09.2026
3329VDBasic health (KVG)Rheinfall AssekuranzHeld30.09.2026
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 channel = 'Referral'
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 channel = 'Referral'

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