Industry pack: Real Estate

Real Estate adds what a real estate organisation needs on top of HCM Core: agent licence, deal, listing, property assignment. Every screen carries charts, and the Overview answers the questions this industry asks first. It works with the people already in HCM Core and Employee; it changes nothing there.

1. Who uses it

Role	What they do
Branch / sales manager	Reads deals, commission and agent productivity.
Property manager	Tracks maintenance staff and property assignments.
Compliance officer	Tracks agent licences and renewals.

2. Before you start

• Installed plugin: hcm-industry-real-estate (free tier; needs HCM Foundation and Employee). No licence feature has to be granted.
• Access: tenant administrators can use every screen; the Overview needs a tenant administrator or Report.View.
• Trial data: in a trial tenant, generate the Real Estate industry pack in Demo Data: 8 agent licence, 10 deal, 10 listing, 8 property assignment.

3. Set up

1. Open Real Estate > Agent Licences and record each agent's real-estate licence and expiry.
2. Record Deals closed (agent, type, value, commission).
3. Record Listings an agent holds and how long they sat on market.
4. Record Property Assignments for property managers and maintenance staff.

4. Daily use

4.1 Agent licence

A real-estate licence or broker registration, with expiry. Agents cannot transact without a valid one. Open Agent licence in the sidebar under Industry Pack, Real Estate. Choose Add agent licence to add a record, click a row to change or delete it. The fields are: agent, licence, status, expires on.

4.2 Deal

A closed transaction: agent, side, value and commission. Basis for productivity per agent. Open Deal in the sidebar under Industry Pack, Real Estate. Choose Add deal to add a record, click a row to change or delete it. The fields are: deal, agent, type, segment, deal value, commission, closed on.

4.3 Listing

A property an agent has listed, and how many days it has been on the market. Open Listing in the sidebar under Industry Pack, Real Estate. Choose Add listing to add a record, click a row to change or delete it. The fields are: listing, agent, area, status, days on market, listed on.

4.4 Property assignment

A property manager or maintenance person assigned to a property, with units managed. Open Property assignment in the sidebar under Industry Pack, Real Estate. Choose Add property assignment to add a record, click a row to change or delete it. The fields are: employee, property, role, units managed.

5. Charts, reports and exports

Figure	What it counts
Deals closed, last 12 months
Deal value
Commission earned
Average days on market
Licences lapsed or due
Deal value by segment	Total value of closed deals
Deals per month	Last 12 months
Days on market by area	Average days a listing waits
Licence status	Active, renewal due, lapsed

Every list page also has charts of its own records (by status or category, and a trend), and the platform grid offers search, paging, column choice and export.

6. On a phone or tablet

Every screen works on a phone: tiles, charts and lists stack one per row, and the add and edit dialogs fit the screen.

7. Rules and limits

• Values are in one currency as entered; the pack does not convert currencies.
• Agent productivity per head needs the agent headcount; deals are grouped by segment and month in the Overview.
• The figures are only as good as the records entered. Benchmarks differ between sources, so none is hard-coded as a target: read the figures against your own history.

8. Troubleshooting

Symptom	Cause and fix
A chart says "Nothing to show yet"	No records yet, or none with the date or category the chart needs. Add records or generate the demo pack.
The Overview says forbidden	Your login is not a tenant administrator and lacks Report.View.
A screen is missing from the sidebar	The plugin is not installed for this tenant. Ask a platform administrator to install hcm-industry-real-estate.

9. Related guides

• HCM Core
• Employee Information