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 leads, September 2026

1–50 of 121 · by creation date

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Seeufer Finanzplan leads, September 2026
LeadCreatedCantonProductStatus
354401.09.2026BSLifeNo appointment
356701.09.2026SGSupplementary (VVG)Held
356601.09.2026FRSupplementary (VVG)No appointment
357001.09.2026SGBasic health (KVG)Held
356501.09.2026VDBasic health (KVG)No appointment
359402.09.2026AGBasic health (KVG)Held
361702.09.2026SGBasic health (KVG)No appointment
360002.09.2026ZHCarNo appointment
358802.09.2026GECarNo appointment
361502.09.2026BEBasic health (KVG)Held
361202.09.2026ZHBasic health (KVG)Held
360902.09.2026FRBasic health (KVG)Held
363003.09.2026ZHBasic health (KVG)No appointment
366403.09.2026GESupplementary (VVG)Held
365903.09.2026BEBasic health (KVG)Held
365703.09.2026GECarCancelled
364503.09.2026ZHSupplementary (VVG)Held
366303.09.2026SGBasic health (KVG)No-show
363703.09.2026ZHBasic health (KVG)No appointment
368304.09.2026FRSupplementary (VVG)Held
369504.09.2026LUBasic health (KVG)Held
367504.09.2026FRLifeNo appointment
369104.09.2026ZHBasic health (KVG)No appointment
368904.09.2026BELifeHeld
370705.09.2026ZHBasic health (KVG)Held
370605.09.2026AGBasic health (KVG)No appointment
371805.09.2026SGSupplementary (VVG)Held
375106.09.2026AGBasic health (KVG)Cancelled
374006.09.2026SGCarCancelled
378507.09.2026FRBasic health (KVG)No appointment
376607.09.2026BEBasic health (KVG)No appointment
377507.09.2026ZHBasic health (KVG)Held
377707.09.2026FRSupplementary (VVG)Held
380908.09.2026AGBasic health (KVG)Held
381308.09.2026ZHBasic health (KVG)Held
383208.09.2026BEBasic health (KVG)Held
387009.09.2026ZHBasic health (KVG)Held
383609.09.2026VDBasic health (KVG)No appointment
384409.09.2026ZHBasic health (KVG)Held
390210.09.2026ZHBasic health (KVG)Held
391710.09.2026BEBasic health (KVG)No appointment
389310.09.2026FRBasic health (KVG)Held
389710.09.2026SGBasic health (KVG)No appointment
390810.09.2026BSCarNo appointment
391110.09.2026LUBasic health (KVG)Held
389510.09.2026VDCarNo appointment
388610.09.2026ZHBasic health (KVG)Cancelled
390610.09.2026SGBasic health (KVG)No appointment
395411.09.2026GEBasic health (KVG)Cancelled
396611.09.2026BEBasic 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 = 'Seeufer Finanzplan'
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 = 'Seeufer Finanzplan'

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