“Probabilistic Forecast” Report (Reports.ProbabilisticForecast) — Technical Description

1. Identification

Purpose. The report generates a probabilistic (weighted) forecast of sales and cash receipts based on open deals (customer interests) and quotations. The expected amount for each deal is multiplied by the probability of its successful completion (by sales process steps / funnel stages), producing a “weighted” estimate of future revenue and cash flow. The report answers the following questions: how much revenue can realistically be expected during the period, taking into account the risk of deals not being closed, and how the forecast is distributed by managers, customers, items, and expected closing dates.

The report is analytical (read-only). It does not modify data, is not posted, and does not generate register movements — it reads accounting data that has already been accumulated (see section 5).

2. Attributes and Data Composition Structure

As a DCS-based report, the object has no header attributes or tabular sections in the sense applicable to a document. Its “structure” is defined by the data composition schema (ОсновнаяСхемаКомпоновкиДанных) and report variant settings. The typical composition is shown below.

2.1. Report Parameters (Settings Header)

2.2. Fields (Dataset Resources and Dimensions)

3. Forms

DCS-based reports generally do not contain their own forms; a report form generated by the platform is used. The configuration may explicitly contain:

Report variants (predefined settings) — for example, “Forecast by Manager,” “Forecast by Closing Date,” and “Sales Funnel” — are stored within the object as DCS variants.

4. Key Module Procedures

The attached evidence contains only the purpose facet; the source code (BSL) of the modules is not attached. The following are typical handlers for a DCS-based report of this object type (they may be overridden in the configuration).

Report object module (ОтчетОбъект):

• ПриКомпоновкеРезультата(ДокументРезультат, ДанныеРасшифровки, СтандартнаяОбработка) — output interception: programmatic generation of the result, adding charts, and post-processing (for example, recalculating weighted amounts and VAT at the 16 % rate).
• НастройкиФормы(…) — managing available settings and automatically populating period parameters when the report is opened.
• ПередЗаполнением() / initialization of default parameter values.

Report form module (if a form exists):

• ПриСозданииНаСервере — setting the default period, restoring user settings, and applying initial formatting.
• ПриОткрытии — additional command interface configuration.
• <ПолеРезультата>ОбработкаРасшифровки — navigating from a forecast cell to the deal/customer card.

The exact list of procedures and their lines (path:line) should be checked in the specific 3.4.5.21 release — this is version-specific.

5. Data Sources and Registers (No Movements)

The report does not generate accounting entries or register movements. It reads data from the configuration’s accounting registers. Typical sources include:

• “Deals”/“SalesFunnel” accumulation register and the “Customer Deals” catalog (interests) — open deals, steps, amounts, and probabilities.
• “Sales Processes” register/steps — mapping probabilities to the current step.
• Data from quotations and sales plans — as a source of expected amounts and items.

The forecast totals correspond to the Kazakhstan chart of accounts only for reference purposes (they do not generate movements):

Calculation example (figures for Kazakhstan, 2026). A deal to supply goods, with a potential amount excluding VAT of 5 000 000 ₸, at the “Contract Approval” step with a probability of 60 %.

• Weighted revenue amount: 5 000 000 × 60 % = 3 000 000 ₸.
• VAT at the 16 % rate on the full deal amount: 5 000 000 × 16 % = 800 000 ₸; weighted VAT: 800 000 × 60 % = 480 000 ₸.
• Expected cash receipt (including VAT, weighted): (5 000 000 + 800 000) × 60 % = 3 480 000 ₸.

6. Related Objects and Create Based On

• “Customer Deals” catalog (interests) and sales business processes / steps — the primary source of rows and probabilities.
• “Quotation to Customer” and “Customer Order” documents — sources of expected amounts and items.
• “Sales Funnel,” “Sales Plan Fulfillment,” and “Reasons for Lost Deals” reports — related CRM analytics.
• Drill-downs (details) — report cells provide navigation to the deal card, customer card, and orders.

Create Based On is not applicable to reports (a report is not a source object for creating documents).

7. Extension Points

• Configuration extension (Extension): adding custom DCS variants, new datasets, calculated fields (for example, an alternative probability model), adopting the report form, and intercepting ПриКомпоновкеРезультата.
• DCS settings without removing the configuration from support: custom variants, filters, conditional formatting, groupings, and saving and exchanging variants.
• External report / add-on data processor: connection through the additional reports and data processors mechanism (SSL) without modifying the standard configuration.
• Updating rates and standards: when displaying VAT and derived amounts, use the current 16 % rate (Kazakhstan, 2026). Payroll tax calculations are not related to this report, but when integrating the forecast with cost/margin calculations, take into account the applicable Kazakhstan-2026 parameters: MCI 4 325 ₸, minimum wage 85 000 ₸.