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.

Säntis Partner invoiced leads, September 2026

1–19 of 19 · by invoice date

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Säntis Partner invoiced leads, September 2026
LeadCantonProductStatusInvoicedAmount (CHF)
3220FRSupplementary (VVG)Held02.09.2026330.00
3133BSBasic health (KVG)Held05.09.2026185.00
3485ZHSupplementary (VVG)Held06.09.2026315.00
3195ZHBasic health (KVG)Held07.09.2026180.00
3406BEBasic health (KVG)Held10.09.2026195.00
3081ZHBasic health (KVG)Held10.09.2026170.00
3385GEBasic health (KVG)Held15.09.2026190.00
3171BESupplementary (VVG)Held16.09.2026325.00
3071BEBasic health (KVG)Held16.09.2026195.00
3579ZHBasic health (KVG)Held16.09.2026185.00
3849AGBasic health (KVG)Held20.09.2026170.00
3367GELifeHeld21.09.2026675.00
3068TIBasic health (KVG)Held22.09.2026200.00
3629AGBasic health (KVG)Held24.09.2026160.00
3623ZHBasic health (KVG)Held24.09.2026165.00
3030BEBasic health (KVG)Held25.09.2026195.00
3725ZHSupplementary (VVG)Held29.09.2026350.00
3776LUSupplementary (VVG)Held29.09.2026290.00
3559FRBasic health (KVG)Held30.09.2026170.00
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 = 'Säntis Partner'
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 = 'Säntis Partner'

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