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.

Referral invoiced leads, September 2026

1–36 of 36 · by invoice date

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Referral invoiced leads, September 2026
LeadCantonProductBrokerStatusInvoicedAmount (CHF)
2753VDCarAare Vorsorge AGHeld01.09.2026140.00
3015LUBasic health (KVG)Rheinfall AssekuranzHeld01.09.2026175.00
3326FRBasic health (KVG)Aare Vorsorge AGHeld02.09.2026160.00
2856AGBasic health (KVG)Rheinfall AssekuranzHeld03.09.2026195.00
3000ZHCarLindenhof BeratungHeld04.09.2026130.00
2996ZHBasic health (KVG)Seeufer FinanzplanHeld04.09.2026170.00
3256BEBasic health (KVG)Alpenblick Broker GmbHHeld04.09.2026180.00
3155LUBasic health (KVG)Bergsee FinanzHeld04.09.2026170.00
3359TIBasic health (KVG)Lindenhof BeratungHeld05.09.2026195.00
3133BSBasic health (KVG)Säntis PartnerHeld05.09.2026185.00
3131SGLifeAare Vorsorge AGHeld06.09.2026615.00
3021VDBasic health (KVG)Alpenblick Broker GmbHHeld07.09.2026185.00
2840ZHBasic health (KVG)Bergsee FinanzHeld09.09.2026165.00
3025GEBasic health (KVG)Bergsee FinanzHeld09.09.2026180.00
2965LUCarUetliberg BrokerHeld09.09.2026135.00
3032BESupplementary (VVG)Uetliberg BrokerHeld10.09.2026300.00
3533ZHBasic health (KVG)Uetliberg BrokerHeld10.09.2026195.00
3081ZHBasic health (KVG)Säntis PartnerHeld10.09.2026170.00
3201VDCarAlpenblick Broker GmbHHeld11.09.2026125.00
3648AGBasic health (KVG)Alpenblick Broker GmbHHeld14.09.2026190.00
3397BEBasic health (KVG)Seeufer FinanzplanHeld15.09.2026185.00
3299ZHSupplementary (VVG)Lindenhof BeratungHeld15.09.2026330.00
3138VDBasic health (KVG)Bergsee FinanzHeld16.09.2026165.00
3216BESupplementary (VVG)Aare Vorsorge AGHeld17.09.2026310.00
3130BSLifeAare Vorsorge AGHeld18.09.2026655.00
3378GESupplementary (VVG)Aare Vorsorge AGHeld19.09.2026335.00
3073LUBasic health (KVG)Alpenblick Broker GmbHHeld22.09.2026200.00
3308VDBasic health (KVG)Aare Vorsorge AGHeld22.09.2026195.00
3683FRSupplementary (VVG)Seeufer FinanzplanHeld23.09.2026330.00
4089VDBasic health (KVG)Aare Vorsorge AGHeld23.09.2026165.00
4173AGBasic health (KVG)Uetliberg BrokerHeld24.09.2026175.00
3111ZHBasic health (KVG)Aare Vorsorge AGHeld24.09.2026165.00
3399AGBasic health (KVG)Lindenhof BeratungHeld26.09.2026165.00
4029FRCarRheinfall AssekuranzHeld28.09.2026130.00
3522ZHBasic health (KVG)Aare Vorsorge AGHeld28.09.2026165.00
3329VDBasic health (KVG)Rheinfall AssekuranzHeld30.09.2026190.00
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 channel = 'Referral'
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 channel = 'Referral'

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