Model for policies and claims

Looking for help how to create a model. It is an Insurance sales and claims summary. I would like to create a dashboard and there should be a period filter (x - y) and a summary table has Product name (Home, Travel), unique number of products sold within period (date_issue), unique number of products started within that period (date_start), sum of premium by date_issue, sum of premium by date_start, unique number of claims within that period, sum of claim reserves within that period.
Input data is two tables:

  • policies (id, product, date_issue, date_start, date_end, premium)
  • claim_reserves (id, policy_id, reserve_change_date, reserve_amount)