--- title: "Sales Funnel Report (Reports.ВоронкаПродаж) — technical description" country: KZ lang: en author: Сапа Т.И. (https://buhgpt.kz/authors/sapa-ti) date: 2026-09-24 canonical: https://buhgpt.kz/suraqtar/otchet-voronka-prodazh-reports-voronkaprodazh-tehnichesko-en source: BuhGPT --- # Sales Funnel Report (Reports.ВоронкаПродаж) — technical description > **TL;DR:** 1. Identification Property Value Object type Report ( Отчет ) Name ВоронкаПродаж Full name Отчет.ВоронкаПродаж / Reports.ВоронкаПродаж Synonym "Sales Funnel" Configuration Trade Management for Kazakhstan, 3.4.5.21 Build mechanism Data Composition System (DCS) — main scheme in --- 1. Identification Property Value Object type Report (Отчет) Name ВоронкаПродаж Full name Отчет.ВоронкаПродаж / Reports.ВоронкаПродаж Synonym "Sales Funnel" Configuration Trade Management for Kazakhstan, 3.4.5.21 Build mechanism Data Composition System (DCS) — main scheme in the layout ОсновнаяСхемаКомпоновкиДанных Where to find in 1C Section "Service subsystems" → "Sales Funnel". Navigation link: e1cib/list/Отчет.ВоронкаПродаж Purpose. The report visualizes the progress of customer deals through the stages of the sales process and shows conversion between stages — from initial interest to a won/lost deal. It gives the manager and sales department head answers to questions: how many deals are in progress, at which stage they "get stuck," what the step-by-step and overall conversion is, and what volume of potential revenue (in ₸) is concentrated at each stage. This is an analytical report: it only reads accounting data and does not generate any movements or postings. 2. Settings, parameters and fields (analog of "attributes") The report has no header attributes or tabular sections in the sense a document does. Its "set of fields" is defined by the data composition scheme. Below is the typical composition for a report of this kind. Report parameters (settings panel) Parameter Purpose Период (НачалоПериода / КонецПериода) Analysis interval for deals by creation date/stage movement Организация Filter by selling organization Ответственный / Менеджер Funnel by specific manager or sales division ВидСделки Filter by deal type (standard sale, deal with manual stage transition, etc.) Партнёр / Клиент Restrict selection by counterparty ПроцессПродажи Selection of the specific business process (set of stages) on which the funnel is built Main fields (DCS resources and dimensions) Field Role Purpose ЭтапПроцессаПродажи Dimension Funnel stage (row/segment of the chart) Сделка Dimension Reference to the "Customer deal" for drill-down Партнёр / Клиент Dimension Deal counterparty КоличествоСделок Resource Number of deals at the stage СуммаСделки (₸) Resource Potential revenue from deals at the stage, in tenge Конверсия Resource/calculated Share of deals that moved to the next stage, % ДлительностьЭтапа Resource/calculated Average time a deal spends at the stage (for "bottlenecks") 3. Forms DCS-based reports in the standard configuration typically have no dedicated form — the universal system is used: Form Purpose ОбщаяФорма.ФормаОтчета (DCS auto-form) Main report window: quick settings panel, result field (table/"funnel" chart), commands to generate and save the variant ФормаНастроек (common) Advanced configuration of structure, filters, conditional formatting, and DCS fields A dedicated managed form is only created if non-standard behavior is required (additional commands, a specific chart). If, in the specific 3.4.5.21 build, the report has a dedicated form — this needs to be checked in the configurator (requires verification in the specific build). 4. Key module procedures No explicit BSL evidence for this object has been attached. DCS-based reports typically have the following handlers (object module / form module): - ПриКомпоновкеРезультата(ДокументРезультат, ДанныеРасшифровки, СтандартнаяОбработка) (object module) — intercepts output: layout refinement, programmatic construction of the funnel chart, filling in calculated conversion fields, setting СтандартнаяОбработка = Ложь for fully manual composition. - ПриКомпоновкеСостава(...) — manages the available set of fields/filters in user settings. - ПриСозданииНаСервере / ПриОткрытии (form module) — presets the period (e.g., current month), filter values for the current manager user, initial DCS settings. - ВоронкаПродажПриИзмененииОтбора / form command handlers — re-generates the result when the period, organization, or responsible person changes. For data retrieval, the report relies on DCS data sources (a query to registers and objects of the CRM subsystem), not on posting procedures. 5. Data sources instead of movements The report is a non-accounting object: it is not posted, does not write to registers, and does not generate accounting entries. The "posting and movements" section is not applicable to it. Instead, the report reads CRM and sales data: - Customer deals (Справочник.СделкиСКлиентов) and their current stages; - the register(s) of deal statuses / history of sales process stage changes; - when displaying potential revenue amounts — planned deal amounts and related customer orders. Actual financial postings are generated by other objects (sales, payments), and in the standard Kazakhstan chart of accounts they affect: Account Purpose 1210 Short-term accounts receivable from customers 1030 Cash in current bank accounts 1330 Goods 3310 Short-term accounts payable to suppliers 3130 VAT payable (Kazakhstan VAT rate 2026 — 16%) 6010 Revenue from sales 7010 Cost of sales These accounts are provided for context on "what stands behind a won deal" — the "Sales Funnel" report itself does not use them and does not generate postings. 6. Related objects and input based on - Справочник.СделкиСКлиентов — the key source; the deal card opens from the report via drill-down. - Interactions (calls, emails, meetings) linked to deals — affect movement between stages. - Sales processes and stages — a catalog/list of stages defining the funnel structure. - Customer orders / Sales of goods and services — the result of a won deal; these generate document workflow (including electronic documents ESF via the ESF IS and SNT) and accounting movements. "Input based on" is not applicable to the report (reports do not participate in the "input based on" mechanism). Drill-down of the result replaces this function: from a funnel cell you navigate to the list/card of deals. 7. Extension points - Report variants (DCS): saving custom funnel variants (by manager, by deal type, by region) without changing the configuration. - Configuration extension: borrowing the Отчет.ВоронкаПродаж object and overriding ПриКомпоновкеРезультата/scheme for additional indicators (e.g., average check per stage in ₸, closing forecast). - Additional reports (external): alternative funnels connected via the BSP "Additional reports and data processors" subsystem without interfering with the standard one. - Functional options: report visibility is controlled by CRM/sales subsystem options — when deal functionality is disabled, the report is hidden from the interface. - Conditional formatting and custom DCS fields: adding calculated conversion fields and color indication of "bottlenecks" on the settings side, without code modification. --- _BuhGPT — ИИ-помощник для бухгалтеров Казахстана: https://buhgpt.kz_