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.

BE invoiced leads, September 2026

1–20 of 20 · by invoice date

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BE invoiced leads, September 2026
LeadProductBrokerStatusInvoicedAmount (CHF)
2988Basic health (KVG)Bergsee FinanzHeld02.09.2026195.00
2737Basic health (KVG)Bergsee FinanzHeld03.09.2026190.00
2844Basic health (KVG)Uetliberg BrokerHeld04.09.2026185.00
3256Basic health (KVG)Alpenblick Broker GmbHHeld04.09.2026180.00
3022LifeRheinfall AssekuranzHeld04.09.2026630.00
3183Basic health (KVG)Alpenblick Broker GmbHHeld06.09.2026165.00
3094Basic health (KVG)Uetliberg BrokerHeld08.09.2026175.00
3032Supplementary (VVG)Uetliberg BrokerHeld10.09.2026300.00
3406Basic health (KVG)Säntis PartnerHeld10.09.2026195.00
3397Basic health (KVG)Seeufer FinanzplanHeld15.09.2026185.00
3171Supplementary (VVG)Säntis PartnerHeld16.09.2026325.00
3071Basic health (KVG)Säntis PartnerHeld16.09.2026195.00
3216Supplementary (VVG)Aare Vorsorge AGHeld17.09.2026310.00
3370Basic health (KVG)Lindenhof BeratungHeld18.09.2026195.00
3576Supplementary (VVG)Rheinfall AssekuranzHeld18.09.2026310.00
3730Basic health (KVG)Uetliberg BrokerHeld19.09.2026175.00
3615Basic health (KVG)Seeufer FinanzplanHeld24.09.2026195.00
3270LifeBergsee FinanzHeld24.09.2026710.00
3030Basic health (KVG)Säntis PartnerHeld25.09.2026195.00
4031Basic health (KVG)Seeufer FinanzplanHeld29.09.2026185.00
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 canton = 'BE'
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 canton = 'BE'

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