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 invoiced leads, September 2026

1–22 of 22 · by invoice date

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Seeufer Finanzplan invoiced leads, September 2026
LeadCantonProductStatusInvoicedAmount (CHF)
2996ZHBasic health (KVG)Held04.09.2026170.00
3160BSCarHeld04.09.2026150.00
3255FRLifeHeld07.09.2026625.00
2859ZHBasic health (KVG)Held11.09.2026180.00
3391ZHBasic health (KVG)Held13.09.2026180.00
3397BEBasic health (KVG)Held15.09.2026185.00
2994ZHCarHeld15.09.2026150.00
3404VDSupplementary (VVG)Held15.09.2026330.00
3150TISupplementary (VVG)Held16.09.2026335.00
3188ZHBasic health (KVG)Held17.09.2026165.00
3515GEBasic health (KVG)Held17.09.2026185.00
2977AGSupplementary (VVG)Held18.09.2026350.00
3266GEBasic health (KVG)Held18.09.2026170.00
3777FRSupplementary (VVG)Held21.09.2026295.00
3088FRBasic health (KVG)Held22.09.2026195.00
3683FRSupplementary (VVG)Held23.09.2026330.00
3615BEBasic health (KVG)Held24.09.2026195.00
3484LULifeHeld24.09.2026710.00
3570SGBasic health (KVG)Held28.09.2026165.00
3844ZHBasic health (KVG)Held28.09.2026185.00
4031BEBasic health (KVG)Held29.09.2026185.00
3775ZHBasic 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 = 'Seeufer Finanzplan'
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 = 'Seeufer Finanzplan'

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