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.

GE invoiced leads, September 2026

1–6 of 6 · by invoice date

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GE invoiced leads, September 2026
LeadProductBrokerStatusInvoicedAmount (CHF)
3025Basic health (KVG)Bergsee FinanzHeld09.09.2026180.00
3385Basic health (KVG)Säntis PartnerHeld15.09.2026190.00
3515Basic health (KVG)Seeufer FinanzplanHeld17.09.2026185.00
3266Basic health (KVG)Seeufer FinanzplanHeld18.09.2026170.00
3378Supplementary (VVG)Aare Vorsorge AGHeld19.09.2026335.00
3367LifeSäntis PartnerHeld21.09.2026675.00
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 = 'GE'
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 = 'GE'

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