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.

Life invoiced leads, September 2026

1–15 of 15 · by invoice date

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Life invoiced leads, September 2026
LeadCantonBrokerStatusInvoiced
2945BSAare Vorsorge AGHeld03.09.2026
2822TIRheinfall AssekuranzHeld04.09.2026
3022BERheinfall AssekuranzHeld04.09.2026
3131SGAare Vorsorge AGHeld06.09.2026
3255FRSeeufer FinanzplanHeld07.09.2026
3055SGBergsee FinanzHeld08.09.2026
3478FRAlpenblick Broker GmbHHeld18.09.2026
3130BSAare Vorsorge AGHeld18.09.2026
3506ZHRheinfall AssekuranzHeld20.09.2026
3367GESäntis PartnerHeld21.09.2026
3547ZHUetliberg BrokerHeld23.09.2026
3484LUSeeufer FinanzplanHeld24.09.2026
3270BEBergsee FinanzHeld24.09.2026
3838BSAlpenblick Broker GmbHHeld24.09.2026
3912ZHAlpenblick Broker GmbHHeld26.09.2026
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 product = 'Life'
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 product = 'Life'

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