Overview
Complexity Score gives users a quick, data-driven view of how complex each entity is to manage and measures how actively your firm is using key features across Simple Fund 360 and Simple Invest 360.
Access Restricted
Only the Account Owner or users with an Admin User Role can access the Complexity Score.
Navigation
To access the Complexity Score panel:
- From the Insights Dashboard screen, locate the entity you want to review.
- Click the complexity score chip (e.g. ⚙ 6.33) displayed next to the entity row.
- The Complexity Score modal will open.
Understanding the Score
The panel opens on the Entity Overview tab and shows two headline metrics plus a Lodge Days summary of the selected entity:
| Metric | What it means | Ratings |
|---|---|---|
| Entity Complexity Score | A composite score reflecting how difficult the entity is to process, based on transaction volume, asset types, document activity, member structure, matching patterns, and chart of accounts depth. | Easy / Moderate / Complex |
| Feature Adoption Rate | The percentage of key SF360/SI360 features actively used for this entity. A low rate may indicate opportunities to save time by enabling features like Bank Feeds, Matching Rules, or SmartDocs. | Basic / Intermediate / Advanced |
| Lodge Days | Days taken to lodge tax returns for the last three financial years (FY2024–FY2026). Shows N/A if not yet lodged for that FY. | N/A |
Feature Adoption Radar Chart
The radar chart on the Entity Overview tab shows how well the entity is adopting key features. Each axis is a feature, and the shaded area shows current usage: the further out from the centre, the higher the adoption.
- Bank Feed: The percentage of bank accounts getting live transaction feeds
- SmartDocs: How much document auto-processing and attaching is happening
- Share Feeds: Automated share/managed fund data feeds
- Ecosystem: Third-party practice management integrations
- Wrap Feed: Wrap platform data feed connections
- Workpapers: How much is the WorkPapers feature being used
- Matching Rules: Automated transaction matching rules
Click any feature tab below the radar chart (Bank Feed, SmartDocs, Share Feeds, etc.) for a plain-language explanation and the entity's current usage percentage for that feature.
Complexity Breakdown
The right side of the Entity Overview tab shows the Complexity breakdown by category. Red bars indicate higher complexity; green bars indicate lower complexity. Click ▼ on any category to expand its sub-dimensions.
| Category | Sub-dimensions |
|---|---|
| Charts | Account Type, Transaction Account |
| Investments | Investment Transaction, Property Transactions |
| Documents | Document Volume |
| Transactions | Transaction Volume, Transaction Type, Manual Match |
| Members | Members Count |
How to use the Tabs
Side-by-side line charts comparing your firm's lodgement volumes against the BGL industry benchmark by calendar month, across financial years. Use the Financial Year dropdown to filter.
Key summary cards at the bottom:
Peak Month - calendar month with the highest lodgement volume
Total FY - total lodgements filed for the selected financial year
Overdue FY - lodgements submitted after the June–September window
Lodgement Progress - % of eligible entities with lodgements filed
Shows how entities are distributed across your team for the selected financial year, with a fairness assessment for each user. Each row displays:
User name and total entities assigned
A stacked bar, green = Easy, blue = Moderate, red = Complex
A fairness label (e.g. Under-utilised Capacity, Balanced) indicating workload balance relative to other team members
Filter by User and Financial Year. Sort by Fairness, Total, or Complexity.
Breakdown of hours a selected user spent across different pages or features, for a chosen date range. Select a user and date range, then click Apply.
| Column | What it shows |
|---|---|
| Page Number | The area of SF360/SI360 where time was spent (e.g. Transaction List, Smart Matching, Entity Dashboard). |
| Hours Spent | Total hours in the selected period. |
| Entities Touched | Number of distinct funds/entities accessed on that page. |
| Time / Entity | Average hours per entity, useful for benchmarking efficiency. |
Totals appear in the bottom row. Use Export CSV to download the report.
Ranks all entities in your practice by total time spent for the selected financial year. Each row shows:
- Entity name with complexity tier badge (Easy / Moderate / Complex)
- A horizontal bar representing total hours spent
- A vertical BGL Benchmark line showing the industry average for reference
Filter by complexity tier using the All Complexity dropdown, search by entity name, and paginate through all entities. Use Export CSV to download.
Sample Questions to Explore in Each Tab
What Data is Shown
| Tab | Data Shown | Scope | Export |
|---|---|---|---|
| Entity Overview | Complexity score, feature adoption rate, lodge days, radar chart, breakdown by category. | Selected entity and Financial Year. | |
| Global View | Lodgement timeline (firm vs BGL benchmark), peak month, total, overdue, progress. | All entities in the firm. | |
| Entity Allocation | Entities per user, complexity tier breakdown, fairness label. | All users in the firm. | |
| User Time | Hours per page, entities touched, time/entity for selected user & date range. | Selected User. | CSV |
| Time By Entity | Total hours per entity ranked, complexity badge, BGL benchmark line. | All entities in the firm. | CSV |
Frequently Asked Questions
The score (0–10) is a weighted composite across five categories: Charts of Account depth, Investment complexity, Document volume, Transaction patterns, and Member structure. Each category contains sub-dimensions that are scored and aggregated. The weights are calibrated against BGL's industry dataset.