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 invoiced leads, September 2026

1–24 of 24 · by invoice date

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Bergsee Finanz invoiced leads, September 2026
LeadCantonProductStatusInvoicedAmount (CHF)
3251VDBasic health (KVG)Held01.09.2026165.00
2988BEBasic health (KVG)Held02.09.2026195.00
2893VDCarHeld03.09.2026135.00
2737BEBasic health (KVG)Held03.09.2026190.00
3155LUBasic health (KVG)Held04.09.2026170.00
3055SGLifeHeld08.09.2026645.00
2840ZHBasic health (KVG)Held09.09.2026165.00
3129LUBasic health (KVG)Held09.09.2026185.00
3025GEBasic health (KVG)Held09.09.2026180.00
2664LUBasic health (KVG)Held10.09.2026185.00
3200ZHBasic health (KVG)Held11.09.2026190.00
2914VDBasic health (KVG)Held12.09.2026185.00
3656ZHSupplementary (VVG)Held14.09.2026290.00
3138VDBasic health (KVG)Held16.09.2026165.00
2942VDSupplementary (VVG)Held16.09.2026290.00
3561VDBasic health (KVG)Held17.09.2026165.00
3205VDBasic health (KVG)Held17.09.2026170.00
3823AGBasic health (KVG)Held24.09.2026185.00
3270BELifeHeld24.09.2026710.00
3517ZHBasic health (KVG)Held26.09.2026180.00
3556BSBasic health (KVG)Held27.09.2026195.00
3650ZHBasic health (KVG)Held29.09.2026185.00
3681VDBasic health (KVG)Held30.09.2026175.00
3869VDBasic health (KVG)Held30.09.2026185.00
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 broker = 'Bergsee Finanz'
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 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.