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 leads, September 2026

1–50 of 140 · by creation date

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Bergsee Finanz leads, September 2026
LeadCreatedCantonProductStatus
356101.09.2026VDBasic health (KVG)Held
355001.09.2026LUSupplementary (VVG)No appointment
357101.09.2026SGBasic health (KVG)Held
355101.09.2026ZHSupplementary (VVG)Held
355601.09.2026BSBasic health (KVG)Held
358101.09.2026AGCarNo appointment
355201.09.2026ZHBasic health (KVG)No appointment
354801.09.2026AGCarNo appointment
354101.09.2026ZHSupplementary (VVG)No appointment
355701.09.2026ZHSupplementary (VVG)No appointment
360402.09.2026ZHLifeHeld
359802.09.2026ZHLifeHeld
358402.09.2026FRSupplementary (VVG)Held
359302.09.2026VDBasic health (KVG)Held
361802.09.2026FRBasic health (KVG)Held
365603.09.2026ZHSupplementary (VVG)Held
365003.09.2026ZHBasic health (KVG)Held
363803.09.2026GEBasic health (KVG)Held
368104.09.2026VDBasic health (KVG)Held
366904.09.2026FRLifeNo appointment
370404.09.2026BSSupplementary (VVG)No-show
369804.09.2026TIBasic health (KVG)No appointment
370104.09.2026BEBasic health (KVG)No appointment
372305.09.2026FRBasic health (KVG)No appointment
371105.09.2026TIBasic health (KVG)Held
371005.09.2026AGBasic health (KVG)Held
370805.09.2026AGBasic health (KVG)No appointment
372805.09.2026VDBasic health (KVG)No appointment
373906.09.2026ZHBasic health (KVG)Held
373506.09.2026FRBasic health (KVG)Held
377307.09.2026FRSupplementary (VVG)No appointment
376907.09.2026FRBasic health (KVG)Held
377407.09.2026LUBasic health (KVG)Held
380508.09.2026FRBasic health (KVG)No appointment
383408.09.2026AGBasic health (KVG)No appointment
382308.09.2026AGBasic health (KVG)Held
384309.09.2026GEBasic health (KVG)Cancelled
384709.09.2026BSCarCancelled
385909.09.2026GESupplementary (VVG)Held
385809.09.2026ZHSupplementary (VVG)No appointment
384209.09.2026VDBasic health (KVG)No appointment
386909.09.2026VDBasic health (KVG)Held
387209.09.2026FRBasic health (KVG)Held
388510.09.2026VDBasic health (KVG)No appointment
392010.09.2026VDBasic health (KVG)Held
388810.09.2026GEBasic health (KVG)Held
389110.09.2026VDBasic health (KVG)Held
388410.09.2026BSCarHeld
388310.09.2026FRLifeHeld
394611.09.2026VDBasic health (KVG)No appointment
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 created_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and created_at < timestamp '2026-10-01 00:00:00' at time zone 'Europe/Zurich'
  and broker = 'Bergsee Finanz'
order by created_at, lead_id
limit 50 offset 0

The row count

select count(*) as total
from leads
where created_at >= timestamp '2026-09-01 00:00:00' at time zone 'Europe/Zurich'
  and created_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.