# STANDARD OPERATING PROCEDURE (SOP) ## SOP-07: Operational Dashboard Navigation & Account Management | Document ID | Version | Effective Date | Process Owner | Target Audience | | :--- | :--- | :--- | :--- | :--- | | SOP-07 | 1.0 | September 4, 2026 | Operations Manager | Sellers, Virtual Assistants, Support Staff | --- ### 1. Objective & Scope **Objective:** To train merchant operators, virtual assistants, and internal support staff on how to navigate the Goozone Dashboard interface, audit operational KPIs, manage security settings, and resolve account-level administrative constraints. **Scope:** Applies to all operational analytics, account settings, and navigation tasks performed inside the seller dashboard [17]. --- ### 2. System Prerequisites & Required Tools - Access to the Goozone Seller Dashboard [17]. - Access to registered mobile device / WhatsApp (for sensitive account updates) [17, User instructions]. --- ### 3. Step-by-Step Procedure ``` ┌──► 1. KPI Cards (Products, Orders, Earnings [Sales - Comm.]) ├──► 2. Orders & Verification status indicators Dashboard ├──► 3. Uploaded Files Manager & Customer Review Panel Components ├──► 4. Profile Management & Security (Name, Password, Photo) └──► 5. System Utilities (Language Switcher, Notifications, Sidebar) ``` #### Step 1: Analyze Dashboard KPIs (Key Performance Indicators) Upon logging into the dashboard, the home screen displays four real-time analytics cards: 1. **Total Products:** The absolute count of your live and inactive catalog items [14, 17]. 2. **Total Orders:** The lifetime volume of customer purchases [14, 17]. 3. **Total Earnings:** Your net income, which equals **Total Sales minus Goozone Commissions** [17]. 4. **Total Sales:** The gross revenue of all processed customer checkouts [14, 17]. #### Step 2: Track Operational Status & Alerts 1. **Verification Status Indicator:** Locate the package status widget. If an account requires verification, a **red warning sign** will display [17]. 2. **Subscription Card:** View your current active package and its expiration date [5, 17]. 3. **Sales Stats & Top Selling Products:** Use the interactive graphs and tables at the bottom of the home screen to identify sales trends and high-performing inventory [17]. #### Step 3: Utilize Administrative Sidebar Modules 1. **Sidebar Toggle:** Click the collapse icon next to the logo to hide or expand the sidebar to optimize screen space [17]. 2. **Shortcuts:** Use the lightning shortcut icon to quickly jump to the **"Add New Product"** screen [17]. 3. **Uploaded Files Manager:** Go to **Uploaded Files** to view, audit, or delete any media assets (JPEG images, PDF guides) currently stored in your hosting database [17]. 4. **Customer Review Panel:** Go to **Reviews** to view, monitor, and address comments and star ratings left by verified buyers [17]. #### Step 4: Access System Utilities (Header Menu) 1. **Language Switcher:** Toggle your language between **English** and **Spanish** using the flags dropdown on the top-right header menu [17]. 2. **Notifications Center:** Click the bell icon to view order notifications and system alerts [17]. Click **"View All Notifications"** to open the historical log [17]. #### Step 5: Maintain Security & Profile Details 1. Click your profile avatar on the top-right menu and select **Profile** [17]. 2. **Permissible Self-Service Updates:** - Modify your display **Name** [17]. - Update your direct contact **Phone Number** [17]. - Change your account **Password** (input current and new passwords) [17]. - Upload a personal **Profile Photo** (distinct from your public business logo) [17]. 3. **MANDATORY EXCEPTION - EMAIL CHANGE RESTRICTION:** - *Security Rule:* Sellers are blocked from changing their login email addresses directly through the dashboard interface to prevent account hijackings [17]. - **Resolution Path:** To change a login email, the seller must send a WhatsApp message to Goozone Support [17]. Support will verify identity and manually execute the database update [17, User instructions]. --- ### 4. Expected Deliverables & Outcomes - Successful visual tracking of store sales trends and net earnings [17]. - Clean, structured file directory via the Uploaded Files Manager [17]. - Prompt customer service response times by monitoring the Reviews panel [17]. - High security standards enforced through mandatory support verification for email modifications [17]. --- ### 5. Troubleshooting & Navigation Scenarios | Scenario / Roadblock | Root Cause | Action / Resolution Path | | :--- | :--- | :--- | | **I need to change my login email address, but the field is locked** | Platform security prevents direct, self-service email updates to protect accounts | **Sellers:** Send a WhatsApp message to support requesting the email change [17]. Include your shop name and verification proof [User instructions]. | | **My dashboard is showing text in Spanish and I want English** | The system language setting was toggled | **Sellers:** Locate the language selector dropdown in the top-right header and select English [17]. | | **Earnings do not match Total Sales** | Earnings are pre-calculated to deduct Goozone commission fees | This is correct by design [17]. Check the **Commission History** tab on the sidebar to audit exact fees deducted per order [14, 17]. |